401k Plan data: TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN plan

TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN
Plan identification number	006

TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALTRA INDUSTRIAL MOTION, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALTRA INDUSTRIAL MOTION, INC.

Employer identification number (EIN): 300283143

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2012-01-01 JENNIFER IRELAND JENNIFER IRELAND 2013-10-10
006 2011-01-01 JENNIFER IRELAND

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
006	2012-01-01	JENNIFER IRELAND		JENNIFER IRELAND	2013-10-10
006	2011-01-01	JENNIFER IRELAND

Plan Statistics for TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN

401k plan membership statisitcs for TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN

Measure Date Value
2012: TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 969
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 846
Number of retired or separated participants receiving benefits 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 145
Total of all active and inactive participants 2012-01-01 997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 998
Number of participants with account balances 2012-01-01 700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,147
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 804
Number of retired or separated participants receiving benefits 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 157
Total of all active and inactive participants 2011-01-01 968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 969
Number of participants with account balances 2011-01-01 705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5

Measure	Date	Value
2012: TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	969
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	846
Number of retired or separated participants receiving benefits	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	145
Total of all active and inactive participants	2012-01-01	997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	998
Number of participants with account balances	2012-01-01	700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,147
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	804
Number of retired or separated participants receiving benefits	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	157
Total of all active and inactive participants	2011-01-01	968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	969
Number of participants with account balances	2011-01-01	705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5

Financial Data on TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN

Measure	Date	Value
2012 : TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$149,951
Total transfer of assets from this plan	2012-12-31	$2,732
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	$5,500,280
Total of all expenses incurred	2012-12-31	$2,360,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,318,556
Expenses. Certain deemed distributions of participant loans	2012-12-31	$38,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,542,431
Value of total assets at end of year	2012-12-31	$30,944,143
Value of total assets at beginning of year	2012-12-31	$27,657,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,370
Total interest from all sources	2012-12-31	$415,791
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$587,802
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	$587,802
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,507,826
Participant contributions at end of year	2012-12-31	$1,509,850
Participant contributions at beginning of year	2012-12-31	$1,676,604
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$134,577
Administrative expenses (other) incurred	2012-12-31	$3,370
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	$3,139,901
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$30,944,143
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$27,657,023
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	$18,755,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$15,676,312
Interest on participant loans	2012-12-31	$67,626
Interest earned on other investments	2012-12-31	$348,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$10,453,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$10,304,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,954,256
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	$900,028
Employer contributions (assets) at end of year	2012-12-31	$225,356
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,318,556
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FEELEY & DRISCOLL, P. C.
Accountancy firm EIN	2012-12-31	042684828
2011 : TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN 2011 401k financial data
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	$376
Total income from all sources (including contributions)	2011-12-31	$2,492,112
Total of all expenses incurred	2011-12-31	$2,568,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,543,044
Value of total corrective distributions	2011-12-31	$15,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,327,760
Value of total assets at end of year	2011-12-31	$27,657,023
Value of total assets at beginning of year	2011-12-31	$27,733,722
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$9,879
Total interest from all sources	2011-12-31	$430,532
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$514,606
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	$514,606
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,441,849
Participant contributions at end of year	2011-12-31	$1,676,604
Participant contributions at beginning of year	2011-12-31	$1,521,291
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$199,979
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$2,512
Administrative expenses (other) incurred	2011-12-31	$9,879
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$376
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	$-76,323
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$27,657,023
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$27,733,346
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	$15,676,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$16,418,549
Interest on participant loans	2011-12-31	$72,913
Interest earned on other investments	2011-12-31	$357,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$10,304,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$9,791,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-780,786
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	$685,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,543,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FEELEY & DRISCOLL, P.C
Accountancy firm EIN	2011-12-31	042684828
2010 : TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$27,056,878
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,066,143
Total of all expenses incurred	2010-12-31	$389,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$372,131
Expenses. Certain deemed distributions of participant loans	2010-12-31	$16,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$390,903
Value of total assets at end of year	2010-12-31	$27,733,722
Value of total assets at beginning of year	2010-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$957
Total interest from all sources	2010-12-31	$16,391
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$15,064
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	$15,064
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
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	$257,090
Participant contributions at end of year	2010-12-31	$1,521,291
Participant contributions at beginning of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$2,512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$957
Liabilities. Value of operating payables at end of year	2010-12-31	$376
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$676,468
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$27,733,346
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$0
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	$16,418,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$16,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$9,791,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$643,785
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	$133,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$372,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
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	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2010-12-31	042684828

Form 5500 Responses for TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN

2012: TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN 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 funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN 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 funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

TB WOODS, KILIAN, INERTIA DYNAMICS AND APT 401(K) SAVINGS PLAN [EIN = 611478870]

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Company Name:	ALTRA INDUSTRIAL MOTION, INC.
Employer identification number (EIN):	300283143
NAIC Classification:	339900