401k Plan data: CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN plan

CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN 401k Plan overview

Plan Name	CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN
Plan identification number	001

CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

CHARLESTON METAL PRODUCTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHARLESTON METAL PRODUCTS, INC.

Employer identification number (EIN): 350857229

NAIC Classification: 332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-04-01 JOEL CONRAD 2024-05-13
001 2022-04-01 JOEL CONRAD 2023-05-03
001 2021-04-01 JOEL CONRAD 2022-05-09
001 2020-04-01 JOEL CONRAD 2021-05-14
001 2019-04-01 JOEL CONRAD 2020-06-16
001 2018-04-01 JOEL CONRAD 2019-06-14
001 2017-04-01 JOEL CONRAD
001 2016-04-01 JOEL CONRAD
001 2015-04-01 LARRY MCCORMICK
001 2014-04-01 LARRY MCCORMICK 2015-06-08
001 2013-04-01 LARRY MCCORMICK 2014-06-05
001 2012-04-01 LARRY MCCORMICK 2013-05-09
001 2011-04-01 LARRY MCCORMICK 2012-05-02
001 2010-04-01 LARRY MCCORMICK 2011-06-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-04-01	JOEL CONRAD	2024-05-13
001	2022-04-01	JOEL CONRAD	2023-05-03
001	2021-04-01	JOEL CONRAD	2022-05-09
001	2020-04-01	JOEL CONRAD	2021-05-14
001	2019-04-01	JOEL CONRAD	2020-06-16
001	2018-04-01	JOEL CONRAD	2019-06-14
001	2017-04-01	JOEL CONRAD
001	2016-04-01	JOEL CONRAD
001	2015-04-01	LARRY MCCORMICK
001	2014-04-01	LARRY MCCORMICK	2015-06-08
001	2013-04-01	LARRY MCCORMICK	2014-06-05
001	2012-04-01	LARRY MCCORMICK	2013-05-09
001	2011-04-01	LARRY MCCORMICK	2012-05-02
001	2010-04-01	LARRY MCCORMICK	2011-06-15

Plan Statistics for CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN

401k plan membership statisitcs for CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN

Measure Date Value
2017: CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 104
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 85
Number of retired or separated participants receiving benefits 2017-04-01 3
Number of other retired or separated participants entitled to future benefits 2017-04-01 3
Total of all active and inactive participants 2017-04-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 91
Number of participants with account balances 2017-04-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 1
2016: CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 116
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 95
Number of retired or separated participants receiving benefits 2016-04-01 4
Number of other retired or separated participants entitled to future benefits 2016-04-01 2
Total of all active and inactive participants 2016-04-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 101
Number of participants with account balances 2016-04-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 3
2015: CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 125
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 105
Number of retired or separated participants receiving benefits 2015-04-01 2
Number of other retired or separated participants entitled to future benefits 2015-04-01 9
Total of all active and inactive participants 2015-04-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 116
Number of participants with account balances 2015-04-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 2

Measure	Date	Value
2017: CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	104
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	85
Number of retired or separated participants receiving benefits	2017-04-01	3
Number of other retired or separated participants entitled to future benefits	2017-04-01	3
Total of all active and inactive participants	2017-04-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	91
Number of participants with account balances	2017-04-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	1
2016: CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	116
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	95
Number of retired or separated participants receiving benefits	2016-04-01	4
Number of other retired or separated participants entitled to future benefits	2016-04-01	2
Total of all active and inactive participants	2016-04-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	101
Number of participants with account balances	2016-04-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	3
2015: CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	125
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	105
Number of retired or separated participants receiving benefits	2015-04-01	2
Number of other retired or separated participants entitled to future benefits	2015-04-01	9
Total of all active and inactive participants	2015-04-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	116
Number of participants with account balances	2015-04-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	2

Financial Data on CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN

Measure	Date	Value
2018 : CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-03-31	$-15,660
Total unrealized appreciation/depreciation of assets	2018-03-31	$-15,660
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Total income from all sources (including contributions)	2018-03-31	$1,077,737
Total loss/gain on sale of assets	2018-03-31	$0
Total of all expenses incurred	2018-03-31	$522,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-03-31	$508,272
Value of total corrective distributions	2018-03-31	$3,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-03-31	$448,063
Value of total assets at end of year	2018-03-31	$6,548,013
Value of total assets at beginning of year	2018-03-31	$5,992,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-03-31	$11,024
Total interest from all sources	2018-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-03-31	No
Administrative expenses professional fees incurred	2018-03-31	$11,024
Was this plan covered by a fidelity bond	2018-03-31	Yes
Value of fidelity bond cover	2018-03-31	$500,000
If this is an individual account plan, was there a blackout period	2018-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-03-31	No
Contributions received from participants	2018-03-31	$292,359
Assets. Other investments not covered elsewhere at end of year	2018-03-31	$149,989
Assets. Other investments not covered elsewhere at beginning of year	2018-03-31	$165,649
Income. Received or receivable in cash from other sources (including rollovers)	2018-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-03-31	$0
Other income not declared elsewhere	2018-03-31	$35,233
Total non interest bearing cash at end of year	2018-03-31	$0
Total non interest bearing cash at beginning of year	2018-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Income. Non cash contributions	2018-03-31	$0
Value of net income/loss	2018-03-31	$555,095
Value of net assets at end of year (total assets less liabilities)	2018-03-31	$6,548,013
Value of net assets at beginning of year (total assets less liabilities)	2018-03-31	$5,992,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-03-31	No
Were any leases to which the plan was party in default or uncollectible	2018-03-31	No
Value of interest in pooled separate accounts at end of year	2018-03-31	$4,935,764
Value of interest in pooled separate accounts at beginning of year	2018-03-31	$4,724,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-03-31	$1,362,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-03-31	$1,003,217
Net investment gain/loss from pooled separate accounts	2018-03-31	$610,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-03-31	No
Was there a failure to transmit to the plan any participant contributions	2018-03-31	No
Has the plan failed to provide any benefit when due under the plan	2018-03-31	No
Contributions received in cash from employer	2018-03-31	$155,704
Employer contributions (assets) at end of year	2018-03-31	$100,000
Employer contributions (assets) at beginning of year	2018-03-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-03-31	$508,272
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	2018-03-31	No
Did the plan have assets held for investment	2018-03-31	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	2018-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-03-31	Disclaimer
Accountancy firm name	2018-03-31	BADEN, GAGE & SCHROEDER, LLC
Accountancy firm EIN	2018-03-31	351939627
2017 : CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-03-31	$-2,444
Total unrealized appreciation/depreciation of assets	2017-03-31	$-2,444
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total income from all sources (including contributions)	2017-03-31	$1,055,737
Total loss/gain on sale of assets	2017-03-31	$0
Total of all expenses incurred	2017-03-31	$868,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-31	$863,073
Value of total corrective distributions	2017-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-31	$394,749
Value of total assets at end of year	2017-03-31	$5,992,918
Value of total assets at beginning of year	2017-03-31	$5,805,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-31	$5,537
Total interest from all sources	2017-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-31	No
Administrative expenses professional fees incurred	2017-03-31	$5,000
Was this plan covered by a fidelity bond	2017-03-31	Yes
Value of fidelity bond cover	2017-03-31	$500,000
If this is an individual account plan, was there a blackout period	2017-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-03-31	No
Contributions received from participants	2017-03-31	$240,298
Assets. Other investments not covered elsewhere at end of year	2017-03-31	$165,649
Assets. Other investments not covered elsewhere at beginning of year	2017-03-31	$168,093
Income. Received or receivable in cash from other sources (including rollovers)	2017-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-03-31	$0
Other income not declared elsewhere	2017-03-31	$29,987
Administrative expenses (other) incurred	2017-03-31	$537
Total non interest bearing cash at end of year	2017-03-31	$0
Total non interest bearing cash at beginning of year	2017-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Value of net income/loss	2017-03-31	$187,127
Value of net assets at end of year (total assets less liabilities)	2017-03-31	$5,992,918
Value of net assets at beginning of year (total assets less liabilities)	2017-03-31	$5,805,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-31	No
Were any leases to which the plan was party in default or uncollectible	2017-03-31	No
Value of interest in pooled separate accounts at end of year	2017-03-31	$4,724,052
Value of interest in pooled separate accounts at beginning of year	2017-03-31	$4,185,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-03-31	$1,003,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-03-31	$1,352,100
Net investment gain/loss from pooled separate accounts	2017-03-31	$633,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-31	No
Was there a failure to transmit to the plan any participant contributions	2017-03-31	No
Has the plan failed to provide any benefit when due under the plan	2017-03-31	No
Contributions received in cash from employer	2017-03-31	$154,451
Employer contributions (assets) at end of year	2017-03-31	$100,000
Employer contributions (assets) at beginning of year	2017-03-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-31	$863,073
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	2017-03-31	No
Did the plan have assets held for investment	2017-03-31	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	2017-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-31	Disclaimer
Accountancy firm name	2017-03-31	BADEN, GAGE & SCHROEDER, LLC
Accountancy firm EIN	2017-03-31	351939627
2016 : CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-03-31	$-7,756
Total unrealized appreciation/depreciation of assets	2016-03-31	$-7,756
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$4,682
Total income from all sources (including contributions)	2016-03-31	$234,221
Total loss/gain on sale of assets	2016-03-31	$0
Total of all expenses incurred	2016-03-31	$752,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-31	$747,935
Value of total corrective distributions	2016-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-31	$370,245
Value of total assets at end of year	2016-03-31	$5,805,791
Value of total assets at beginning of year	2016-03-31	$6,329,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-31	$4,936
Total interest from all sources	2016-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-31	No
Administrative expenses professional fees incurred	2016-03-31	$3,500
Was this plan covered by a fidelity bond	2016-03-31	Yes
Value of fidelity bond cover	2016-03-31	$500,000
If this is an individual account plan, was there a blackout period	2016-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-03-31	No
Contributions received from participants	2016-03-31	$219,930
Assets. Other investments not covered elsewhere at end of year	2016-03-31	$168,093
Assets. Other investments not covered elsewhere at beginning of year	2016-03-31	$175,849
Income. Received or receivable in cash from other sources (including rollovers)	2016-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-03-31	$4,682
Other income not declared elsewhere	2016-03-31	$41,137
Administrative expenses (other) incurred	2016-03-31	$1,436
Total non interest bearing cash at end of year	2016-03-31	$0
Total non interest bearing cash at beginning of year	2016-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Value of net income/loss	2016-03-31	$-518,650
Value of net assets at end of year (total assets less liabilities)	2016-03-31	$5,805,791
Value of net assets at beginning of year (total assets less liabilities)	2016-03-31	$6,324,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-31	No
Were any leases to which the plan was party in default or uncollectible	2016-03-31	No
Value of interest in pooled separate accounts at end of year	2016-03-31	$4,185,598
Value of interest in pooled separate accounts at beginning of year	2016-03-31	$4,562,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-03-31	$1,352,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-03-31	$1,491,192
Net investment gain/loss from pooled separate accounts	2016-03-31	$-169,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-31	No
Was there a failure to transmit to the plan any participant contributions	2016-03-31	No
Has the plan failed to provide any benefit when due under the plan	2016-03-31	No
Contributions received in cash from employer	2016-03-31	$150,315
Employer contributions (assets) at end of year	2016-03-31	$100,000
Employer contributions (assets) at beginning of year	2016-03-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-31	$747,935
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	2016-03-31	No
Did the plan have assets held for investment	2016-03-31	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	2016-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-03-31	Disclaimer
Accountancy firm name	2016-03-31	BADEN, GAGE & SCHROEDER, LLC
Accountancy firm EIN	2016-03-31	351939627

Form 5500 Responses for CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN

2017: CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Insurance	Yes
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement – Insurance	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: CHARLESTON METAL PRODUCTS, INC. EMPLOYEES 401K P/S PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH1582

Policy instance

Insurance contract or identification number	GH1582
Number of Individuals Covered	91
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $15,272
Total amount of fees paid to insurance company	USD $2,986
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,272
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	RETIREMENT PLAN CONCEPTS & SERVICES

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

B220

Policy instance

Insurance contract or identification number	B220
Number of Individuals Covered	9
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH1582

Policy instance

Insurance contract or identification number	GH1582
Number of Individuals Covered	132
Insurance policy start date	2015-04-01
Insurance policy end date	2016-03-31
Total amount of commissions paid to insurance broker	USD $14,318
Total amount of fees paid to insurance company	USD $2,909
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,318
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	RETIREMENT PLAN CONCEPTS & SERVICES

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

B220

Policy instance

Insurance contract or identification number	B220
Number of Individuals Covered	10
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CHARLESTON METAL PRODUCTS, INC.
Employer identification number (EIN):	350857229
NAIC Classification:	332700