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TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameTROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

TROXEL EQUIPMENT CO. has sponsored the creation of one or more 401k plans.

Company Name:TROXEL EQUIPMENT CO.
Employer identification number (EIN):351332282
NAIC Classification:453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01DAVID TROXEL DAVID TROXEL2019-06-10
0012017-01-01DAVID TROXEL DAVID TROXEL2018-05-31
0012016-01-01DAVID TROXEL DAVID TROXEL2017-06-27
0012015-01-01DAVID TROXEL DAVID TROXEL2016-06-23
0012014-01-01DAVID TROXEL DAVID TROXEL2015-06-16
0012013-01-01DAVID TROXEL DAVID TROXEL2014-07-09
0012012-01-01DAVID TROXEL DAVID TROXEL2013-06-24
0012011-01-01DAVID TROXEL DAVID TROXEL2012-06-27
0012010-01-01DAVID TROXEL DAVID TROXEL2011-07-06
0012009-01-01DAVID TROXEL

Plan Statistics for TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2018: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0179
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0179
Total number of active participants reported on line 7a of the Form 55002017-01-0176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0179
Number of participants with account balances2017-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0176
Total number of active participants reported on line 7a of the Form 55002016-01-0175
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0177
Number of participants with account balances2016-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0174
Total number of active participants reported on line 7a of the Form 55002015-01-0170
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0171
Number of participants with account balances2015-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0166
Total number of active participants reported on line 7a of the Form 55002014-01-0165
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0166
Number of participants with account balances2014-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0164
Total number of active participants reported on line 7a of the Form 55002013-01-0165
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0165
Number of participants with account balances2013-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0165
Total number of active participants reported on line 7a of the Form 55002012-01-0162
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0165
Number of participants with account balances2012-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0163
Total number of active participants reported on line 7a of the Form 55002011-01-0162
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0163
Number of participants with account balances2011-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0164
Total number of active participants reported on line 7a of the Form 55002010-01-0160
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0161
Number of participants with account balances2010-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0162
Total number of active participants reported on line 7a of the Form 55002009-01-0158
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0162
Number of participants with account balances2009-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2018 : TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$-5,635,219
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$147
Total income from all sources2018-12-31$14,256
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$5,621,110
Value of fidelity bond covering the plan2018-12-31$1,000,000
Other income received2018-12-31$14,256
Net income (gross income less expenses)2018-12-31$14,256
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,620,963
Assets. Value of employer securities2018-12-31$0
2017 : TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$147
Total plan liabilities at beginning of year2017-12-31$638,428
Total income from all sources2017-12-31$652,357
Expenses. Total of all expenses incurred2017-12-31$826,610
Benefits paid (including direct rollovers)2017-12-31$826,610
Total plan assets at end of year2017-12-31$5,621,110
Total plan assets at beginning of year2017-12-31$6,433,644
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$13,929
Net income (gross income less expenses)2017-12-31$-174,253
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,620,963
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,795,216
Assets. Value of employer securities2017-12-31$5,617,911
Total contributions received or receivable from employer(s)2017-12-31$638,428
2016 : TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$638,428
Total plan liabilities at beginning of year2016-12-31$838,428
Total income from all sources2016-12-31$499,103
Expenses. Total of all expenses incurred2016-12-31$878,348
Benefits paid (including direct rollovers)2016-12-31$878,348
Total plan assets at end of year2016-12-31$6,433,644
Total plan assets at beginning of year2016-12-31$7,012,889
Value of fidelity bond covering the plan2016-12-31$1,000,000
Other income received2016-12-31$299,103
Net income (gross income less expenses)2016-12-31$-379,245
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,795,216
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,174,461
Assets. Value of employer securities2016-12-31$6,433,286
Total contributions received or receivable from employer(s)2016-12-31$200,000
2015 : TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$838,428
Total plan liabilities at beginning of year2015-12-31$1,038,428
Total income from all sources2015-12-31$-225,449
Expenses. Total of all expenses incurred2015-12-31$174,414
Benefits paid (including direct rollovers)2015-12-31$174,414
Total plan assets at end of year2015-12-31$7,012,889
Total plan assets at beginning of year2015-12-31$7,612,752
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$-425,449
Net income (gross income less expenses)2015-12-31$-399,863
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,174,461
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,574,324
Assets. Value of employer securities2015-12-31$7,012,532
Total contributions received or receivable from employer(s)2015-12-31$200,000
2014 : TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,038,428
Total plan liabilities at beginning of year2014-12-31$1,238,428
Total income from all sources2014-12-31$-231,402
Expenses. Total of all expenses incurred2014-12-31$485,949
Benefits paid (including direct rollovers)2014-12-31$485,949
Total plan assets at end of year2014-12-31$7,612,752
Total plan assets at beginning of year2014-12-31$8,530,103
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$-431,402
Net income (gross income less expenses)2014-12-31$-717,351
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,574,324
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,291,675
Assets. Value of employer securities2014-12-31$7,612,387
Total contributions received or receivable from employer(s)2014-12-31$200,000
2013 : TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,238,428
Total plan liabilities at beginning of year2013-12-31$1,438,428
Total income from all sources2013-12-31$1,504,145
Expenses. Total of all expenses incurred2013-12-31$252,454
Benefits paid (including direct rollovers)2013-12-31$252,454
Total plan assets at end of year2013-12-31$8,530,103
Total plan assets at beginning of year2013-12-31$7,478,412
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$1,304,145
Net income (gross income less expenses)2013-12-31$1,251,691
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,291,675
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,039,984
Assets. Value of employer securities2013-12-31$8,529,725
Total contributions received or receivable from employer(s)2013-12-31$200,000
2012 : TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,438,428
Total plan liabilities at beginning of year2012-12-31$1,588,428
Total income from all sources2012-12-31$316,644
Expenses. Total of all expenses incurred2012-12-31$139,179
Benefits paid (including direct rollovers)2012-12-31$139,179
Total plan assets at end of year2012-12-31$7,478,412
Total plan assets at beginning of year2012-12-31$7,450,947
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$166,644
Net income (gross income less expenses)2012-12-31$177,465
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,039,984
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,862,519
Assets. Value of employer securities2012-12-31$7,478,006
Total contributions received or receivable from employer(s)2012-12-31$150,000
2011 : TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$1,588,428
Total plan liabilities at beginning of year2011-12-31$1,738,428
Total income from all sources2011-12-31$1,263,364
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$7,450,947
Total plan assets at beginning of year2011-12-31$6,337,583
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$1,113,364
Net income (gross income less expenses)2011-12-31$1,263,364
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,862,519
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,599,155
Assets. Value of employer securities2011-12-31$7,450,542
Total contributions received or receivable from employer(s)2011-12-31$150,000
2010 : TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$1,738,428
Total plan liabilities at beginning of year2010-12-31$1,888,428
Total income from all sources2010-12-31$1,588,376
Expenses. Total of all expenses incurred2010-12-31$295,204
Benefits paid (including direct rollovers)2010-12-31$295,204
Total plan assets at end of year2010-12-31$6,337,583
Total plan assets at beginning of year2010-12-31$5,194,411
Value of fidelity bond covering the plan2010-12-31$1,000,000
Other income received2010-12-31$1,438,376
Net income (gross income less expenses)2010-12-31$1,293,172
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,599,155
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,305,983
Assets. Value of employer securities2010-12-31$6,337,177
Total contributions received or receivable from employer(s)2010-12-31$150,000

Form 5500 Responses for TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN

2018: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TROXEL EQUIPMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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