| Plan Name | LUVATA OHIO, INC. 401(K) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | LUVATA OHIO, INC. |
| Employer identification number (EIN): | 314358696 |
| NAIC Classification: | 331400 |
Additional information about LUVATA OHIO, INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1946-06-18 |
| Company Identification Number: | 195723 |
| Legal Registered Office Address: |
904 MASTER DRIVE - GALLOWAY United States of America (USA) 43119 |
More information about LUVATA OHIO, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2024-01-01 | ERIC MILLER | |||
| 002 | 2023-01-01 | ||||
| 002 | 2023-01-01 | ERIC MILLER | |||
| 002 | 2022-01-01 | ||||
| 002 | 2022-01-01 | ERIC MILLER | |||
| 002 | 2021-01-01 | ||||
| 002 | 2021-01-01 | CARLA GRISPINO | |||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | CARLA GRISPINO | |||
| 002 | 2016-01-01 | CARLA GRISPINO | |||
| 002 | 2015-01-01 | CARLA GRISPINO | |||
| 002 | 2014-01-01 | CARLA GRISPINO | |||
| 002 | 2013-01-01 | CARLA GRISPINO | |||
| 002 | 2012-01-01 | CARLA GRISPINO | CARLA GRISPINO | 2013-10-04 | |
| 002 | 2011-01-01 | LUVATA OHIO, INC | LUVATA OHIO, INC | 2012-09-21 | |
| 002 | 2010-01-01 | CARLA GRISPINO | CARLA GRISPINO | 2011-10-13 | |
| 002 | 2009-01-01 | CARLA GRISPINO | CARLA GRISPINO | 2010-09-15 |
| Measure | Date | Value |
|---|---|---|
| 2023 : LUVATA OHIO, INC. 401(K) PLAN 2023 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $3,303,675 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $780,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $758,944 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $823,614 |
| Value of total assets at end of year | 2023-12-31 | $15,361,177 |
| Value of total assets at beginning of year | 2023-12-31 | $12,838,024 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $21,578 |
| Total interest from all sources | 2023-12-31 | $8,919 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $434,976 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $434,976 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $482,853 |
| Participant contributions at end of year | 2023-12-31 | $184,368 |
| Participant contributions at beginning of year | 2023-12-31 | $182,654 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $160,261 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $2,523,153 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $15,361,177 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $12,838,024 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $14,047,185 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $11,427,564 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $0 |
| Interest on participant loans | 2023-12-31 | $8,919 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $1,129,624 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $1,227,806 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $2,001,101 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $3,623 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $31,442 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $180,500 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $758,944 |
| Contract administrator fees | 2023-12-31 | $21,578 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | COHEN AND COMPANY LTD |
| Accountancy firm EIN | 2023-12-31 | 341912961 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $3,303,675 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $780,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $758,944 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $823,614 |
| Value of total assets at end of year | 2023-01-01 | $15,361,177 |
| Value of total assets at beginning of year | 2023-01-01 | $12,838,024 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $21,578 |
| Total interest from all sources | 2023-01-01 | $8,919 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $434,976 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $434,976 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $482,853 |
| Participant contributions at end of year | 2023-01-01 | $184,368 |
| Participant contributions at beginning of year | 2023-01-01 | $182,654 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $160,261 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $2,523,153 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $15,361,177 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $12,838,024 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $14,047,185 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $11,427,564 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $0 |
| Interest on participant loans | 2023-01-01 | $8,919 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $1,129,624 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $1,227,806 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $2,001,101 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $3,623 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $31,442 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $180,500 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $758,944 |
| Contract administrator fees | 2023-01-01 | $21,578 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | COHEN AND COMPANY LTD |
| Accountancy firm EIN | 2023-01-01 | 341912961 |
| 2022 : LUVATA OHIO, INC. 401(K) PLAN 2022 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,965,016 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $928,451 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $906,930 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $616,994 |
| Value of total assets at end of year | 2022-12-31 | $12,838,024 |
| Value of total assets at beginning of year | 2022-12-31 | $15,731,491 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $21,521 |
| Total interest from all sources | 2022-12-31 | $8,652 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $320,331 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $320,331 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $441,718 |
| Participant contributions at end of year | 2022-12-31 | $182,654 |
| Participant contributions at beginning of year | 2022-12-31 | $217,287 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $20,789 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-2,893,467 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,838,024 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,731,491 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,427,564 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,508,286 |
| Interest on participant loans | 2022-12-31 | $8,652 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,227,806 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,005,918 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,933,728 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $22,735 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $154,487 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $906,930 |
| Contract administrator fees | 2022-12-31 | $21,521 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2022-12-31 | 161600045 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,965,016 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $928,451 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $906,930 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $616,994 |
| Value of total assets at end of year | 2022-01-01 | $12,838,024 |
| Value of total assets at beginning of year | 2022-01-01 | $15,731,491 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $21,521 |
| Total interest from all sources | 2022-01-01 | $8,652 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $320,331 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $320,331 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $441,718 |
| Participant contributions at end of year | 2022-01-01 | $182,654 |
| Participant contributions at beginning of year | 2022-01-01 | $217,287 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $20,789 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-2,893,467 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $12,838,024 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $15,731,491 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $11,427,564 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $14,508,286 |
| Interest on participant loans | 2022-01-01 | $8,652 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $1,227,806 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $1,005,918 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-2,933,728 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $22,735 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $154,487 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $906,930 |
| Contract administrator fees | 2022-01-01 | $21,521 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2022-01-01 | 161600045 |
| 2021 : LUVATA OHIO, INC. 401(K) PLAN 2021 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $2,515,220 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $488,679 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $464,310 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $697,798 |
| Value of total assets at end of year | 2021-12-31 | $15,731,491 |
| Value of total assets at beginning of year | 2021-12-31 | $13,704,950 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,369 |
| Total interest from all sources | 2021-12-31 | $8,685 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $953,714 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $953,714 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $464,374 |
| Participant contributions at end of year | 2021-12-31 | $217,287 |
| Participant contributions at beginning of year | 2021-12-31 | $181,753 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $79,998 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $2,026,541 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,731,491 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,704,950 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $14,508,286 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,603,749 |
| Interest on participant loans | 2021-12-31 | $8,685 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,005,918 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $919,448 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $838,442 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $16,581 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $153,426 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $464,310 |
| Contract administrator fees | 2021-12-31 | $24,369 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2021-12-31 | 161600045 |
| 2020 : LUVATA OHIO, INC. 401(K) PLAN 2020 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $2,633,904 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $380,019 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $367,333 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $535,812 |
| Value of total assets at end of year | 2020-12-31 | $13,704,950 |
| Value of total assets at beginning of year | 2020-12-31 | $11,451,065 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,686 |
| Total interest from all sources | 2020-12-31 | $7,303 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $594,377 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $594,377 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $404,951 |
| Participant contributions at end of year | 2020-12-31 | $181,753 |
| Participant contributions at beginning of year | 2020-12-31 | $123,150 |
| Other income not declared elsewhere | 2020-12-31 | $180 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $2,253,885 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $13,704,950 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,451,065 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,603,749 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,415,904 |
| Interest on participant loans | 2020-12-31 | $7,303 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $919,448 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $912,011 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,474,419 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $21,813 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $130,861 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $367,333 |
| Contract administrator fees | 2020-12-31 | $12,686 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2020-12-31 | 161600045 |
| 2019 : LUVATA OHIO, INC. 401(K) PLAN 2019 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,528,757 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $839,033 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $823,916 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $512,836 |
| Value of total assets at end of year | 2019-12-31 | $11,451,065 |
| Value of total assets at beginning of year | 2019-12-31 | $9,761,341 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,117 |
| Total interest from all sources | 2019-12-31 | $6,676 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $466,935 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $466,935 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $401,431 |
| Participant contributions at end of year | 2019-12-31 | $123,150 |
| Participant contributions at beginning of year | 2019-12-31 | $116,004 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,689,724 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,451,065 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,761,341 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,415,904 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,379,108 |
| Interest on participant loans | 2019-12-31 | $6,676 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $912,011 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,221,229 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,519,290 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $23,020 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $111,405 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $45,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $823,916 |
| Contract administrator fees | 2019-12-31 | $15,117 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2019-12-31 | 161600045 |
| 2018 : LUVATA OHIO, INC. 401(K) PLAN 2018 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $66,595 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $324,999 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $308,696 |
| Value of total corrective distributions | 2018-12-31 | $1,634 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $544,074 |
| Value of total assets at end of year | 2018-12-31 | $9,761,341 |
| Value of total assets at beginning of year | 2018-12-31 | $10,019,745 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $14,669 |
| Total interest from all sources | 2018-12-31 | $6,798 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $511,326 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $511,326 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $376,461 |
| Participant contributions at end of year | 2018-12-31 | $116,004 |
| Participant contributions at beginning of year | 2018-12-31 | $163,453 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-258,404 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,761,341 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,019,745 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,379,108 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,577,370 |
| Interest on participant loans | 2018-12-31 | $6,798 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,221,229 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,278,922 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,018,093 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $22,490 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $167,613 |
| Employer contributions (assets) at end of year | 2018-12-31 | $45,000 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $308,696 |
| Contract administrator fees | 2018-12-31 | $14,669 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2018-12-31 | 161600045 |
| 2017 : LUVATA OHIO, INC. 401(K) PLAN 2017 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,929,380 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,142,423 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,138,330 |
| Value of total corrective distributions | 2017-12-31 | $3,462 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $493,814 |
| Value of total assets at end of year | 2017-12-31 | $10,019,745 |
| Value of total assets at beginning of year | 2017-12-31 | $9,232,788 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $631 |
| Total interest from all sources | 2017-12-31 | $7,039 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $418,054 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $418,054 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $379,829 |
| Participant contributions at end of year | 2017-12-31 | $163,453 |
| Participant contributions at beginning of year | 2017-12-31 | $123,697 |
| Other income not declared elsewhere | 2017-12-31 | $11 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $786,957 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,019,745 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,232,788 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,577,370 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,171,566 |
| Interest on participant loans | 2017-12-31 | $7,039 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,278,922 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,937,525 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $990,029 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $20,433 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
| Contributions received in cash from employer | 2017-12-31 | $113,985 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,138,330 |
| Contract administrator fees | 2017-12-31 | $631 |
| 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 | 2017-12-31 | Yes |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2017-12-31 | 161600045 |
| 2016 : LUVATA OHIO, INC. 401(K) PLAN 2016 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,072,190 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $237,996 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $237,352 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $492,935 |
| Value of total assets at end of year | 2016-12-31 | $9,232,788 |
| Value of total assets at beginning of year | 2016-12-31 | $8,398,594 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $644 |
| Total interest from all sources | 2016-12-31 | $5,052 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $250,136 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $250,136 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $377,817 |
| Participant contributions at end of year | 2016-12-31 | $123,697 |
| Participant contributions at beginning of year | 2016-12-31 | $124,393 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,617 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
| Other income not declared elsewhere | 2016-12-31 | $799 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $834,194 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,232,788 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,398,594 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,171,566 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,417,076 |
| Interest on participant loans | 2016-12-31 | $5,052 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,937,525 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,857,125 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $299,459 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $23,809 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $111,501 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $237,352 |
| Contract administrator fees | 2016-12-31 | $644 |
| 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 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2016-12-31 | 161600045 |
| 2015 : LUVATA OHIO, INC. 401(K) PLAN 2015 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $6,749 |
| Total income from all sources (including contributions) | 2015-12-31 | $522,482 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $356,079 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $355,435 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $481,885 |
| Value of total assets at end of year | 2015-12-31 | $8,398,594 |
| Value of total assets at beginning of year | 2015-12-31 | $8,238,940 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $644 |
| Total interest from all sources | 2015-12-31 | $4,965 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $310,289 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $310,289 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $367,720 |
| Participant contributions at end of year | 2015-12-31 | $124,393 |
| Participant contributions at beginning of year | 2015-12-31 | $121,317 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $6,749 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $166,403 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,398,594 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,232,191 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,417,076 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,447,657 |
| Interest on participant loans | 2015-12-31 | $4,965 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,857,125 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,669,966 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-294,467 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $19,810 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $114,165 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $355,435 |
| Contract administrator fees | 2015-12-31 | $644 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2015-12-31 | 161600045 |
| 2014 : LUVATA OHIO, INC. 401(K) PLAN 2014 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $6,749 |
| 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 | $907,962 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $1,229,136 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,224,521 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $3,040 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $454,760 |
| Value of total assets at end of year | 2014-12-31 | $8,238,940 |
| Value of total assets at beginning of year | 2014-12-31 | $8,553,365 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,575 |
| Total interest from all sources | 2014-12-31 | $6,185 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $310,110 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $310,110 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $349,869 |
| Participant contributions at end of year | 2014-12-31 | $121,317 |
| Participant contributions at beginning of year | 2014-12-31 | $145,859 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $6,749 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
| Administrative expenses (other) incurred | 2014-12-31 | $825 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-321,174 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,232,191 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,553,365 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,447,657 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,328,256 |
| Interest on participant loans | 2014-12-31 | $6,185 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,669,966 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,079,250 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $118,279 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $18,628 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $104,891 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,224,521 |
| Contract administrator fees | 2014-12-31 | $750 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2014-12-31 | 161600045 |
| 2013 : LUVATA OHIO, INC. 401(K) PLAN 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 | $1,817,343 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $78,786 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $75,221 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $439,614 |
| Value of total assets at end of year | 2013-12-31 | $8,553,365 |
| Value of total assets at beginning of year | 2013-12-31 | $6,814,808 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,565 |
| Total interest from all sources | 2013-12-31 | $6,274 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $214,565 |
| 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 | $214,565 |
| Administrative expenses professional fees incurred | 2013-12-31 | $2,671 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| 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 | $323,742 |
| Participant contributions at end of year | 2013-12-31 | $145,859 |
| Participant contributions at beginning of year | 2013-12-31 | $146,877 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $746 |
| 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 | $1,738,557 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,553,365 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,814,808 |
| 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 | $6,328,256 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,914,002 |
| Interest on participant loans | 2013-12-31 | $6,274 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,079,250 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,753,929 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,134,662 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $22,228 |
| 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 | $115,126 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $75,221 |
| Contract administrator fees | 2013-12-31 | $894 |
| 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 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2013-12-31 | 161600045 |
| 2012 : LUVATA OHIO, INC. 401(K) PLAN 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 | $3,996 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,152,636 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $1,494,614 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,493,981 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $399,215 |
| Value of total assets at end of year | 2012-12-31 | $6,814,808 |
| Value of total assets at beginning of year | 2012-12-31 | $7,160,782 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $633 |
| Total interest from all sources | 2012-12-31 | $40,902 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $148,334 |
| 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 | $148,334 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| 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 | $294,717 |
| Participant contributions at end of year | 2012-12-31 | $146,877 |
| Participant contributions at beginning of year | 2012-12-31 | $173,554 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $4,696 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $3,996 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $3,996 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $189 |
| 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 | $-341,978 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,814,808 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,156,786 |
| 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 | $4,914,002 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,791,625 |
| Interest on participant loans | 2012-12-31 | $7,697 |
| Interest earned on other investments | 2012-12-31 | $33,205 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,753,929 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,188,827 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,591 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,591 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $539,181 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $25,004 |
| 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 | $99,802 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,493,981 |
| Contract administrator fees | 2012-12-31 | $633 |
| 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 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2012-12-31 | 161600045 |
| 2011 : LUVATA OHIO, INC. 401(K) PLAN 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 | $3,996 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $6,501 |
| Total income from all sources (including contributions) | 2011-12-31 | $293,267 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $310,498 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $302,578 |
| Value of total corrective distributions | 2011-12-31 | $7,439 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $344,168 |
| Value of total assets at end of year | 2011-12-31 | $7,160,782 |
| Value of total assets at beginning of year | 2011-12-31 | $7,180,518 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $481 |
| Total interest from all sources | 2011-12-31 | $8,314 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $140,755 |
| 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 | $140,755 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| 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 | $256,455 |
| Participant contributions at end of year | 2011-12-31 | $173,554 |
| Participant contributions at beginning of year | 2011-12-31 | $177,212 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $3,996 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $6,501 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $3,996 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $6,501 |
| Total non interest bearing cash at end of year | 2011-12-31 | $189 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $189 |
| 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 | $-17,231 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,156,786 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,174,017 |
| 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 | $4,791,625 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,185,165 |
| Interest on participant loans | 2011-12-31 | $8,313 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,188,827 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,808,876 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,591 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,575 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,575 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-283,726 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $83,756 |
| 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 | $87,713 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $302,578 |
| Contract administrator fees | 2011-12-31 | $481 |
| 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 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2011-12-31 | 161600045 |
| 2010 : LUVATA OHIO, INC. 401(K) PLAN 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 | $6,501 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $7,410 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,031,712 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $392,181 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $378,782 |
| Value of total corrective distributions | 2010-12-31 | $12,939 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $321,294 |
| Value of total assets at end of year | 2010-12-31 | $7,180,518 |
| Value of total assets at beginning of year | 2010-12-31 | $6,541,896 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $460 |
| Total interest from all sources | 2010-12-31 | $9,004 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $105,416 |
| 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 | $105,416 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| 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 | $243,231 |
| Participant contributions at end of year | 2010-12-31 | $177,212 |
| Participant contributions at beginning of year | 2010-12-31 | $138,631 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $6,501 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $7,410 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $6,501 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $7,410 |
| Total non interest bearing cash at end of year | 2010-12-31 | $189 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $191 |
| 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 | $639,531 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,174,017 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,534,486 |
| 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 | $5,185,165 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,825,183 |
| Interest on participant loans | 2010-12-31 | $9,003 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,808,876 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,567,509 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,575 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,972 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,972 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $572,822 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $23,176 |
| 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 | $78,063 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $378,782 |
| Contract administrator fees | 2010-12-31 | $460 |
| 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 | SZYMKOWIAK & ASSOCIATES |
| Accountancy firm EIN | 2010-12-31 | 161600045 |
| 2009 : LUVATA OHIO, INC. 401(K) PLAN 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 |
| 2023: LUVATA OHIO, INC. 401(K) PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: LUVATA OHIO, INC. 401(K) PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LUVATA OHIO, INC. 401(K) PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LUVATA OHIO, INC. 401(K) PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LUVATA OHIO, INC. 401(K) PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LUVATA OHIO, INC. 401(K) PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LUVATA OHIO, INC. 401(K) PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LUVATA OHIO, INC. 401(K) PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LUVATA OHIO, INC. 401(K) PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LUVATA OHIO, INC. 401(K) PLAN 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 | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 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: LUVATA OHIO, INC. 401(K) PLAN 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: LUVATA OHIO, INC. 401(K) 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 is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LUVATA OHIO, INC. 401(K) 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 is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: LUVATA OHIO, INC. 401(K) PLAN 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: LUVATA OHIO, INC. 401(K) PLAN 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 |