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ALU-BRA FOUNDRY, INC. 401(K) PLAN 401k Plan overview

Plan NameALU-BRA FOUNDRY, INC. 401(K) PLAN
Plan identification number 001

ALU-BRA FOUNDRY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

ALU-BRA FOUNDRY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALU-BRA FOUNDRY, INC.
Employer identification number (EIN):362348909
NAIC Classification:331310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALU-BRA FOUNDRY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01PATRICIA SANSONE PATRICIA SANSONE2019-04-08
0012017-01-01PATRICIA SANSONE
0012017-01-01PATRICIA SANSONE
0012016-01-01PATRICIA SANSONE
0012016-01-01PATRICIA SANSONE
0012015-01-01PATRICIA SANSONE
0012014-01-01PATRICIA SANSONE
0012013-01-01PATRICIA SANSONE
0012012-01-01PATRICIA SANSONE
0012011-01-01PATRICIA SANSONE
0012010-01-01PATRICIA SANSONE
0012009-01-01PATRICIA SANSONE

Plan Statistics for ALU-BRA FOUNDRY, INC. 401(K) PLAN

401k plan membership statisitcs for ALU-BRA FOUNDRY, INC. 401(K) PLAN

Measure Date Value
2023: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0159
Total number of active participants reported on line 7a of the Form 55002023-01-0159
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-014
Total of all active and inactive participants2023-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0163
Number of participants with account balances2023-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0156
Total number of active participants reported on line 7a of the Form 55002022-01-0152
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0156
Number of participants with account balances2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0162
Total number of active participants reported on line 7a of the Form 55002021-01-0153
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0156
Number of participants with account balances2021-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0176
Total number of active participants reported on line 7a of the Form 55002020-01-0156
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0158
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0175
Total number of active participants reported on line 7a of the Form 55002019-01-0172
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0173
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0172
Total number of active participants reported on line 7a of the Form 55002018-01-0162
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0165
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0172
Total number of active participants reported on line 7a of the Form 55002017-01-0164
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0168
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0183
Total number of active participants reported on line 7a of the Form 55002016-01-0164
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0167
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0156
Total number of active participants reported on line 7a of the Form 55002015-01-0149
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0152
Total participants2015-01-0152
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0151
Total number of active participants reported on line 7a of the Form 55002014-01-0145
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0148
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0153
Total number of active participants reported on line 7a of the Form 55002013-01-0147
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0149
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0154
Total number of active participants reported on line 7a of the Form 55002012-01-0149
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0151
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0154
Total number of active participants reported on line 7a of the Form 55002011-01-0147
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0150
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0152
Total number of active participants reported on line 7a of the Form 55002010-01-0148
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0150
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0169
Total number of active participants reported on line 7a of the Form 55002009-01-0153
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0155
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ALU-BRA FOUNDRY, INC. 401(K) PLAN

Measure Date Value
2023 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2023 401k financial data
Total income from all sources2023-12-31$97,578
Expenses. Total of all expenses incurred2023-12-31$272,648
Benefits paid (including direct rollovers)2023-12-31$267,611
Total plan assets at end of year2023-12-31$345,861
Total plan assets at beginning of year2023-12-31$520,931
Value of fidelity bond covering the plan2023-12-31$400,000
Total contributions received or receivable from participants2023-12-31$11,121
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$85,992
Net income (gross income less expenses)2023-12-31$-175,070
Net plan assets at end of year (total assets less liabilities)2023-12-31$345,861
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$520,931
Assets. Value of participant loans2023-12-31$25,524
Total contributions received or receivable from employer(s)2023-12-31$465
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$5,037
2022 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-112,847
Expenses. Total of all expenses incurred2022-12-31$5,680
Benefits paid (including direct rollovers)2022-12-31$160
Total plan assets at end of year2022-12-31$520,931
Total plan assets at beginning of year2022-12-31$639,458
Value of fidelity bond covering the plan2022-12-31$400,000
Total contributions received or receivable from participants2022-12-31$14,749
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-128,661
Net income (gross income less expenses)2022-12-31$-118,527
Net plan assets at end of year (total assets less liabilities)2022-12-31$520,931
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$639,458
Assets. Value of participant loans2022-12-31$35,313
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$6,149
Total contributions received or receivable from employer(s)2022-12-31$1,065
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,520
2021 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$100,857
Expenses. Total of all expenses incurred2021-12-31$6,413
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$639,458
Total plan assets at beginning of year2021-12-31$545,014
Value of fidelity bond covering the plan2021-12-31$400,000
Total contributions received or receivable from participants2021-12-31$11,154
Assets. Value of loans (other than to participants)2021-12-31$45,295
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$88,505
Net income (gross income less expenses)2021-12-31$94,444
Net plan assets at end of year (total assets less liabilities)2021-12-31$639,458
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$545,014
Assets. Value of participant loans2021-12-31$45,295
Total contributions received or receivable from employer(s)2021-12-31$1,198
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,413
2020 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$104,784
Expenses. Total of all expenses incurred2020-12-31$5,793
Benefits paid (including direct rollovers)2020-12-31$4,991
Total plan assets at end of year2020-12-31$545,014
Total plan assets at beginning of year2020-12-31$446,023
Value of fidelity bond covering the plan2020-12-31$400,000
Total contributions received or receivable from participants2020-12-31$15,999
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$87,072
Net income (gross income less expenses)2020-12-31$98,991
Net plan assets at end of year (total assets less liabilities)2020-12-31$545,014
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$446,023
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$8,867
Total contributions received or receivable from employer(s)2020-12-31$1,713
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$802
2019 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$100,460
Expenses. Total of all expenses incurred2019-12-31$5,379
Benefits paid (including direct rollovers)2019-12-31$962
Total plan assets at end of year2019-12-31$446,023
Total plan assets at beginning of year2019-12-31$350,942
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$16,829
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$82,321
Net income (gross income less expenses)2019-12-31$95,081
Net plan assets at end of year (total assets less liabilities)2019-12-31$446,023
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$350,942
Total contributions received or receivable from employer(s)2019-12-31$1,310
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,417
2018 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-9,689
Expenses. Total of all expenses incurred2018-12-31$34,593
Benefits paid (including direct rollovers)2018-12-31$30,173
Total plan assets at end of year2018-12-31$350,942
Total plan assets at beginning of year2018-12-31$395,224
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$14,999
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-26,188
Net income (gross income less expenses)2018-12-31$-44,282
Net plan assets at end of year (total assets less liabilities)2018-12-31$350,942
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$395,224
Total contributions received or receivable from employer(s)2018-12-31$1,500
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,420
2017 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$84,892
Expenses. Total of all expenses incurred2017-12-31$99,534
Benefits paid (including direct rollovers)2017-12-31$94,649
Total plan assets at end of year2017-12-31$395,224
Total plan assets at beginning of year2017-12-31$409,866
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$15,540
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$67,805
Net income (gross income less expenses)2017-12-31$-14,642
Net plan assets at end of year (total assets less liabilities)2017-12-31$395,224
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$409,866
Total contributions received or receivable from employer(s)2017-12-31$1,547
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,885
2016 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$47,303
Expenses. Total of all expenses incurred2016-12-31$23,389
Benefits paid (including direct rollovers)2016-12-31$19,152
Total plan assets at end of year2016-12-31$409,866
Total plan assets at beginning of year2016-12-31$385,952
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$9,853
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$36,464
Net income (gross income less expenses)2016-12-31$23,914
Net plan assets at end of year (total assets less liabilities)2016-12-31$409,866
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$385,952
Total contributions received or receivable from employer(s)2016-12-31$986
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,237
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$9,749
Expenses. Total of all expenses incurred2015-12-31$6,319
Benefits paid (including direct rollovers)2015-12-31$2,022
Total plan assets at end of year2015-12-31$385,952
Total plan assets at beginning of year2015-12-31$382,522
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$14,424
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-6,134
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$3,430
Net plan assets at end of year (total assets less liabilities)2015-12-31$385,952
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$382,522
Total contributions received or receivable from employer(s)2015-12-31$1,459
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,297
2014 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$35,815
Expenses. Total of all expenses incurred2014-12-31$3,949
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$382,522
Total plan assets at beginning of year2014-12-31$350,656
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$16,036
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$18,209
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$31,866
Net plan assets at end of year (total assets less liabilities)2014-12-31$382,522
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$350,656
Total contributions received or receivable from employer(s)2014-12-31$1,570
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,949
2013 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$73,334
Expenses. Total of all expenses incurred2013-12-31$3,366
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$350,656
Total plan assets at beginning of year2013-12-31$280,688
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$15,139
Expenses. Other expenses not covered elsewhere2013-12-31$0
Other income received2013-12-31$57,085
Net income (gross income less expenses)2013-12-31$69,968
Net plan assets at end of year (total assets less liabilities)2013-12-31$350,656
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$280,688
Total contributions received or receivable from employer(s)2013-12-31$1,110
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,366
2012 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$47,266
Expenses. Total of all expenses incurred2012-12-31$20,685
Benefits paid (including direct rollovers)2012-12-31$17,616
Total plan assets at end of year2012-12-31$280,688
Total plan assets at beginning of year2012-12-31$254,107
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$12,296
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$33,681
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$26,581
Net plan assets at end of year (total assets less liabilities)2012-12-31$280,688
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$254,107
Total contributions received or receivable from employer(s)2012-12-31$1,289
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,069
2011 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$12,393
Expenses. Total of all expenses incurred2011-12-31$9,756
Benefits paid (including direct rollovers)2011-12-31$6,795
Total plan assets at end of year2011-12-31$254,107
Total plan assets at beginning of year2011-12-31$251,470
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$18,294
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-7,444
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$2,637
Net plan assets at end of year (total assets less liabilities)2011-12-31$254,107
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$251,470
Total contributions received or receivable from employer(s)2011-12-31$1,543
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,961
2010 : ALU-BRA FOUNDRY, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$57,743
Expenses. Total of all expenses incurred2010-12-31$2,275
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$251,470
Total plan assets at beginning of year2010-12-31$196,002
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$25,763
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$30,334
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$55,468
Net plan assets at end of year (total assets less liabilities)2010-12-31$251,470
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$196,002
Total contributions received or receivable from employer(s)2010-12-31$1,646
Value of certain deemed distributions of participant loans2010-12-31$2,275
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for ALU-BRA FOUNDRY, INC. 401(K) PLAN

2023: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALU-BRA FOUNDRY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALU-BRA FOUNDRY, INC. 401(K) 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 filingNo
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALU-BRA FOUNDRY, INC. 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALU-BRA FOUNDRY, INC. 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALU-BRA FOUNDRY, INC. 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALU-BRA FOUNDRY, INC. 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALU-BRA FOUNDRY, INC. 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALU-BRA FOUNDRY, INC. 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALU-BRA FOUNDRY, INC. 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALU-BRA FOUNDRY, INC. 401(K) 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALU-BRA FOUNDRY, INC. 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 88671
Policy instance 1
Insurance contract or identification numberGP 88671
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 88671
Policy instance 1
Insurance contract or identification numberGP 88671
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $784
Total amount of fees paid to insurance companyUSD $78
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $784
Amount paid for insurance broker fees78
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 88671
Policy instance 1
Insurance contract or identification numberGP 88671
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $721
Total amount of fees paid to insurance companyUSD $64
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $721
Amount paid for insurance broker fees64
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 88671
Policy instance 1
Insurance contract or identification numberGP 88671
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $440
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $440
Insurance broker organization code?4
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees68
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
Insurance broker nameSCOTT E. BRETL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55340
Policy instance 1
Insurance contract or identification numberGP55340
Number of Individuals Covered8
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $706
Total amount of fees paid to insurance companyUSD $93
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $706
Amount paid for insurance broker fees93
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE AND NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameSCOTT E. BRETL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55340
Policy instance 1
Insurance contract or identification numberGP55340
Number of Individuals Covered9
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $711
Total amount of fees paid to insurance companyUSD $105
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $711
Amount paid for insurance broker fees105
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE AND NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameSCOTT E. BRETL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55340
Policy instance 1
Insurance contract or identification numberGP55340
Number of Individuals Covered9
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $523
Total amount of fees paid to insurance companyUSD $84
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $523
Amount paid for insurance broker fees84
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE AND NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameSCOTT E. BRETL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55340
Policy instance 1
Insurance contract or identification numberGP55340
Number of Individuals Covered9
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $541
Total amount of fees paid to insurance companyUSD $80
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $541
Amount paid for insurance broker fees80
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE AND NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameSCOTT E. BRETL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55340
Policy instance 1
Insurance contract or identification numberGP55340
Number of Individuals Covered10
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $645
Total amount of fees paid to insurance companyUSD $121
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55340
Policy instance 1
Insurance contract or identification numberGP55340
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $754
Total amount of fees paid to insurance companyUSD $130
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $749
Amount paid for insurance broker fees54
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE AND NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameAMERICAN BUYING RETIREMENT SER

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