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METALDYNE RETIREMENT PLAN 401k Plan overview

Plan NameMETALDYNE RETIREMENT PLAN
Plan identification number 001

METALDYNE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

METALDYNE, LLC has sponsored the creation of one or more 401k plans.

Company Name:METALDYNE, LLC
Employer identification number (EIN):270951240
NAIC Classification:332900

Additional information about METALDYNE, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4731825

More information about METALDYNE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METALDYNE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01DEBRA MCCARTHY
0012014-01-01DEBRA MCCARTHY
0012013-01-01DEBRA MCCARTHY
0012012-01-01DEBRA MCCARTHY DEBRA MCCARTHY2013-08-27
0012011-01-01DEBRA MCCARTHY
0012009-10-16DEBBIE MCCARTHY

Plan Statistics for METALDYNE RETIREMENT PLAN

401k plan membership statisitcs for METALDYNE RETIREMENT PLAN

Measure Date Value
2015: METALDYNE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,696
Total number of active participants reported on line 7a of the Form 55002015-01-011,418
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01565
Total of all active and inactive participants2015-01-011,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,988
Number of participants with account balances2015-01-011,400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: METALDYNE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,785
Total number of active participants reported on line 7a of the Form 55002014-01-011,096
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01596
Total of all active and inactive participants2014-01-011,692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,696
Number of participants with account balances2014-01-011,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: METALDYNE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,850
Total number of active participants reported on line 7a of the Form 55002013-01-011,071
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01710
Total of all active and inactive participants2013-01-011,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,785
Number of participants with account balances2013-01-011,357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: METALDYNE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,773
Total number of active participants reported on line 7a of the Form 55002012-01-011,751
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0196
Total of all active and inactive participants2012-01-011,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,850
Number of participants with account balances2012-01-011,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: METALDYNE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,777
Total number of active participants reported on line 7a of the Form 55002011-01-011,684
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0185
Total of all active and inactive participants2011-01-011,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,773
Number of participants with account balances2011-01-011,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: METALDYNE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-161,775
Total number of active participants reported on line 7a of the Form 55002009-10-161,660
Number of retired or separated participants receiving benefits2009-10-160
Number of other retired or separated participants entitled to future benefits2009-10-16115
Total of all active and inactive participants2009-10-161,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-160
Total participants2009-10-161,775
Number of participants with account balances2009-10-161,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-169

Financial Data on METALDYNE RETIREMENT PLAN

Measure Date Value
2015 : METALDYNE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,977,313
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,789,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,711,747
Expenses. Certain deemed distributions of participant loans2015-12-31$964
Value of total corrective distributions2015-12-31$63,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,115,072
Value of total assets at end of year2015-12-31$82,432,889
Value of total assets at beginning of year2015-12-31$83,244,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,514
Total interest from all sources2015-12-31$236,302
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,783,404
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$3,783,404
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,255,207
Participant contributions at end of year2015-12-31$1,997,743
Participant contributions at beginning of year2015-12-31$1,813,609
Participant contributions at end of year2015-12-31$198,016
Participant contributions at beginning of year2015-12-31$167,690
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$380,393
Other income not declared elsewhere2015-12-31$15,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-811,972
Value of net assets at end of year (total assets less liabilities)2015-12-31$82,432,889
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$83,244,861
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$74,444,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$75,274,906
Interest on participant loans2015-12-31$80,225
Interest earned on other investments2015-12-31$155,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$70,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$75,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$75,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,668,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,864,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,172,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,479,472
Employer contributions (assets) at end of year2015-12-31$54,215
Employer contributions (assets) at beginning of year2015-12-31$49,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,711,747
Contract administrator fees2015-12-31$13,514
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : METALDYNE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,928,687
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,619,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,535,878
Expenses. Certain deemed distributions of participant loans2014-12-31$2,452
Value of total corrective distributions2014-12-31$67,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,376,033
Value of total assets at end of year2014-12-31$83,244,861
Value of total assets at beginning of year2014-12-31$76,935,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,254
Total interest from all sources2014-12-31$210,351
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,787,558
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$5,787,558
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,789,085
Participant contributions at end of year2014-12-31$1,813,609
Participant contributions at beginning of year2014-12-31$1,697,325
Participant contributions at end of year2014-12-31$167,690
Participant contributions at beginning of year2014-12-31$145,185
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$196,415
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$6,309,245
Value of net assets at end of year (total assets less liabilities)2014-12-31$83,244,861
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$76,935,616
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$75,274,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$68,763,951
Interest on participant loans2014-12-31$74,014
Interest earned on other investments2014-12-31$136,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$75,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$105,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$105,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,864,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,180,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-445,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,390,533
Employer contributions (assets) at end of year2014-12-31$49,285
Employer contributions (assets) at beginning of year2014-12-31$43,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,535,878
Contract administrator fees2014-12-31$13,254
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : METALDYNE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$19,909,071
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,948,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,874,824
Expenses. Certain deemed distributions of participant loans2013-12-31$8,553
Value of total corrective distributions2013-12-31$52,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,847,816
Value of total assets at end of year2013-12-31$76,935,616
Value of total assets at beginning of year2013-12-31$63,975,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,967
Total interest from all sources2013-12-31$179,048
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,883,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,883,412
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,622,008
Participant contributions at end of year2013-12-31$1,697,325
Participant contributions at beginning of year2013-12-31$1,757,848
Participant contributions at end of year2013-12-31$145,185
Participant contributions at beginning of year2013-12-31$137,201
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$887,448
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$12,960,214
Value of net assets at end of year (total assets less liabilities)2013-12-31$76,935,616
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$63,975,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$68,763,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$59,328,887
Interest on participant loans2013-12-31$73,266
Interest earned on other investments2013-12-31$105,610
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$2,711,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$105,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,180,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,075,903
Net investment gain or loss from common/collective trusts2013-12-31$-77,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,338,360
Employer contributions (assets) at end of year2013-12-31$43,060
Employer contributions (assets) at beginning of year2013-12-31$40,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,874,824
Contract administrator fees2013-12-31$12,967
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : METALDYNE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$12,475,348
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,819,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,803,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,699,550
Value of total assets at end of year2012-12-31$63,975,402
Value of total assets at beginning of year2012-12-31$56,319,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,148
Total interest from all sources2012-12-31$77,820
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,670,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,670,368
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,236,363
Participant contributions at end of year2012-12-31$1,757,848
Participant contributions at beginning of year2012-12-31$1,868,966
Participant contributions at end of year2012-12-31$137,201
Participant contributions at beginning of year2012-12-31$118,172
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$189,741
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$7,656,277
Value of net assets at end of year (total assets less liabilities)2012-12-31$63,975,402
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$56,319,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$59,328,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$51,925,661
Interest on participant loans2012-12-31$77,820
Value of interest in common/collective trusts at end of year2012-12-31$2,711,029
Value of interest in common/collective trusts at beginning of year2012-12-31$2,367,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,978,142
Net investment gain or loss from common/collective trusts2012-12-31$49,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,273,446
Employer contributions (assets) at end of year2012-12-31$40,437
Employer contributions (assets) at beginning of year2012-12-31$38,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,803,923
Contract administrator fees2012-12-31$15,148
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : METALDYNE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,010,679
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,278,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,200,871
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,117,140
Value of total assets at end of year2011-12-31$56,319,125
Value of total assets at beginning of year2011-12-31$58,586,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$77,455
Total interest from all sources2011-12-31$92,280
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,639,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,639,468
Administrative expenses professional fees incurred2011-12-31$8,376
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,861,188
Participant contributions at end of year2011-12-31$1,868,966
Participant contributions at beginning of year2011-12-31$2,028,521
Participant contributions at end of year2011-12-31$118,172
Participant contributions at beginning of year2011-12-31$104,705
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$76,595
Administrative expenses (other) incurred2011-12-31$54,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,267,647
Value of net assets at end of year (total assets less liabilities)2011-12-31$56,319,125
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$58,586,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$51,925,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$49,695,858
Interest on participant loans2011-12-31$92,280
Value of interest in common/collective trusts at end of year2011-12-31$2,367,375
Value of interest in common/collective trusts at beginning of year2011-12-31$2,049,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,708,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,708,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,907,885
Net investment gain or loss from common/collective trusts2011-12-31$69,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,179,357
Employer contributions (assets) at end of year2011-12-31$38,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,200,871
Contract administrator fees2011-12-31$15,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : METALDYNE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$11,427,178
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,873,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,768,958
Expenses. Certain deemed distributions of participant loans2010-12-31$33,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,265,271
Value of total assets at end of year2010-12-31$58,586,772
Value of total assets at beginning of year2010-12-31$57,033,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$71,101
Total interest from all sources2010-12-31$123,807
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$794,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$794,024
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,182,241
Participant contributions at end of year2010-12-31$2,028,521
Participant contributions at beginning of year2010-12-31$1,964,011
Participant contributions at end of year2010-12-31$104,705
Participant contributions at beginning of year2010-12-31$94,182
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,036,068
Administrative expenses (other) incurred2010-12-31$71,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,553,524
Value of net assets at end of year (total assets less liabilities)2010-12-31$58,586,772
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$57,033,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$49,695,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$45,788,730
Interest on participant loans2010-12-31$123,807
Value of interest in common/collective trusts at end of year2010-12-31$2,049,073
Value of interest in common/collective trusts at beginning of year2010-12-31$2,628,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,708,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,558,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,558,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,147,715
Net investment gain or loss from common/collective trusts2010-12-31$96,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$46,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,768,958
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH, LLP
Accountancy firm EIN2010-12-31350921680
2009 : METALDYNE RETIREMENT 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 METALDYNE RETIREMENT PLAN

2015: METALDYNE RETIREMENT 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: METALDYNE RETIREMENT 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: METALDYNE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: METALDYNE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: METALDYNE RETIREMENT 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: METALDYNE RETIREMENT PLAN 2009 form 5500 responses
2009-10-16Type of plan entitySingle employer plan
2009-10-16First time form 5500 has been submittedYes
2009-10-16Submission has been amendedNo
2009-10-16This submission is the final filingNo
2009-10-16This return/report is a short plan year return/report (less than 12 months)Yes
2009-10-16Plan is a collectively bargained planNo
2009-10-16Plan funding arrangement – TrustYes
2009-10-16Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 21015
Policy instance 1
Insurance contract or identification numberSAGIC 21015
Number of Individuals Covered352
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 21015
Policy instance 1
Insurance contract or identification numberSAGIC 21015
Number of Individuals Covered374
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 21015
Policy instance 1
Insurance contract or identification numberSAGIC 21015
Number of Individuals Covered393
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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