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HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameHAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

HAUMILLER ENGINEERING CO. has sponsored the creation of one or more 401k plans.

Company Name:HAUMILLER ENGINEERING CO.
Employer identification number (EIN):362519124
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01MARGARET CERDA2023-09-21
0032021-07-01MARGARET CERDA2023-01-12
0032020-07-01MARGARET CERDA2022-01-07
0032019-07-01MARGARET CERDA2021-04-11
0032018-07-01
0032017-07-01MARGARET CERDA MARGARET CERDA2019-01-31
0032016-07-01MARGARET CERDA MARGARET CERDA2017-09-25
0032015-07-01RICHARD CREMERIUS RICHARD CREMERIUS2016-11-01
0032014-07-01RICHARD CREMERIUS
0032013-07-01RICHARD CREMERIUS
0032012-07-01RICHARD CREMERIUS
0032011-07-01RICHARD CREMERIUS
0032010-07-01RICHARD CREMERIUS
0032009-07-01RICHARD CREMERIUS

Plan Statistics for HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01141
Total number of active participants reported on line 7a of the Form 55002022-07-01126
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-015
Total of all active and inactive participants2022-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-011
Total participants2022-07-01132
Number of participants with account balances2022-07-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-014
2021: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01120
Total number of active participants reported on line 7a of the Form 55002021-07-01119
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-019
Total of all active and inactive participants2021-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01129
Number of participants with account balances2021-07-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-016
2020: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01114
Total number of active participants reported on line 7a of the Form 55002020-07-01109
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-011
Total of all active and inactive participants2020-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01111
Number of participants with account balances2020-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01120
Total number of active participants reported on line 7a of the Form 55002019-07-01102
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-017
Total of all active and inactive participants2019-07-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01110
Number of participants with account balances2019-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-012
2018: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01113
Total number of active participants reported on line 7a of the Form 55002018-07-01104
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-017
Total of all active and inactive participants2018-07-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01112
Number of participants with account balances2018-07-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0111
2017: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01109
Total number of active participants reported on line 7a of the Form 55002017-07-01103
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-016
Total of all active and inactive participants2017-07-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01109
Number of participants with account balances2017-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-014
2016: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0197
Total number of active participants reported on line 7a of the Form 55002016-07-0197
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-017
Total of all active and inactive participants2016-07-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01104
Number of participants with account balances2016-07-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0196
Total number of active participants reported on line 7a of the Form 55002015-07-0189
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-014
Total of all active and inactive participants2015-07-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0193
Number of participants with account balances2015-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01100
Total number of active participants reported on line 7a of the Form 55002014-07-0192
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-013
Total of all active and inactive participants2014-07-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0195
Number of participants with account balances2014-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0198
Total number of active participants reported on line 7a of the Form 55002013-07-0198
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-011
Total of all active and inactive participants2013-07-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01100
Number of participants with account balances2013-07-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-017
2012: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0194
Total number of active participants reported on line 7a of the Form 55002012-07-0192
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-011
Total of all active and inactive participants2012-07-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0193
Number of participants with account balances2012-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0186
Total number of active participants reported on line 7a of the Form 55002011-07-0186
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-0188
Number of participants with account balances2011-07-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2010: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0180
Total number of active participants reported on line 7a of the Form 55002010-07-0181
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-011
Total of all active and inactive participants2010-07-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-0183
Number of participants with account balances2010-07-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0188
Total number of active participants reported on line 7a of the Form 55002009-07-0180
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0180
Number of participants with account balances2009-07-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$2,825,157
Total unrealized appreciation/depreciation of assets2022-12-31$2,825,157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$489,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$3,876,963
Total loss/gain on sale of assets2022-12-31$84,484
Total of all expenses incurred2022-12-31$890,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$885,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$920,648
Value of total assets at end of year2022-12-31$35,771,047
Value of total assets at beginning of year2022-12-31$32,295,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,975
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$46,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$46,674
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$4,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$2,986,030
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,281,248
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,295,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest earned on other investments2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,819,421
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,604,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,604,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$29,030,978
Assets. Invements in employer securities at beginning of year2022-12-31$26,192,276
Contributions received in cash from employer2022-12-31$920,648
Employer contributions (assets) at end of year2022-12-31$920,648
Employer contributions (assets) at beginning of year2022-12-31$1,497,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$885,958
Liabilities. Value of benefit claims payable at end of year2022-12-31$489,799
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$84,484
Total income from all sources2022-06-30$6,420,798
Expenses. Total of all expenses incurred2022-06-30$2,009,880
Benefits paid (including direct rollovers)2022-06-30$1,997,160
Total plan assets at end of year2022-06-30$32,295,218
Total plan assets at beginning of year2022-06-30$27,884,300
Value of fidelity bond covering the plan2022-06-30$1,750,000
Expenses. Other expenses not covered elsewhere2022-06-30$12,720
Other income received2022-06-30$4,922,853
Net income (gross income less expenses)2022-06-30$4,410,918
Net plan assets at end of year (total assets less liabilities)2022-06-30$32,295,218
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$27,884,300
Assets. Value of employer securities2022-06-30$26,192,276
Total contributions received or receivable from employer(s)2022-06-30$1,497,945
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
2021 : HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources2021-06-30$8,389,536
Expenses. Total of all expenses incurred2021-06-30$199,665
Benefits paid (including direct rollovers)2021-06-30$189,256
Total plan assets at end of year2021-06-30$27,884,300
Total plan assets at beginning of year2021-06-30$19,694,429
Value of fidelity bond covering the plan2021-06-30$1,750,000
Expenses. Other expenses not covered elsewhere2021-06-30$10,409
Other income received2021-06-30$7,133,120
Net income (gross income less expenses)2021-06-30$8,189,871
Net plan assets at end of year (total assets less liabilities)2021-06-30$27,884,300
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$19,694,429
Assets. Value of employer securities2021-06-30$17,777,378
Total contributions received or receivable from employer(s)2021-06-30$1,256,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
2020 : HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources2020-06-30$3,916,336
Expenses. Total of all expenses incurred2020-06-30$3,231,704
Benefits paid (including direct rollovers)2020-06-30$3,216,835
Total plan assets at end of year2020-06-30$19,694,429
Total plan assets at beginning of year2020-06-30$19,009,797
Value of fidelity bond covering the plan2020-06-30$1,750,000
Expenses. Other expenses not covered elsewhere2020-06-30$14,869
Other income received2020-06-30$2,795,219
Net income (gross income less expenses)2020-06-30$684,632
Net plan assets at end of year (total assets less liabilities)2020-06-30$19,694,429
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$19,009,797
Assets. Value of employer securities2020-06-30$14,831,974
Total contributions received or receivable from employer(s)2020-06-30$1,121,117
2019 : HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources2019-06-30$635,973
Expenses. Total of all expenses incurred2019-06-30$1,570,987
Benefits paid (including direct rollovers)2019-06-30$1,556,779
Total plan assets at end of year2019-06-30$19,009,797
Total plan assets at beginning of year2019-06-30$19,944,811
Value of fidelity bond covering the plan2019-06-30$1,750,000
Expenses. Other expenses not covered elsewhere2019-06-30$14,208
Other income received2019-06-30$558,670
Net income (gross income less expenses)2019-06-30$-935,014
Net plan assets at end of year (total assets less liabilities)2019-06-30$19,009,797
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$19,944,811
Assets. Value of employer securities2019-06-30$11,577,536
Total contributions received or receivable from employer(s)2019-06-30$77,303
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources2018-06-30$1,669,223
Expenses. Total of all expenses incurred2018-06-30$1,928,367
Benefits paid (including direct rollovers)2018-06-30$1,917,708
Total plan assets at end of year2018-06-30$19,944,811
Total plan assets at beginning of year2018-06-30$20,203,955
Value of fidelity bond covering the plan2018-06-30$1,750,000
Expenses. Other expenses not covered elsewhere2018-06-30$10,659
Other income received2018-06-30$1,160,139
Net income (gross income less expenses)2018-06-30$-259,144
Net plan assets at end of year (total assets less liabilities)2018-06-30$19,944,811
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$20,203,955
Assets. Value of employer securities2018-06-30$11,738,286
Total contributions received or receivable from employer(s)2018-06-30$509,084
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources2017-06-30$2,286,846
Expenses. Total of all expenses incurred2017-06-30$289,593
Benefits paid (including direct rollovers)2017-06-30$275,008
Total plan assets at end of year2017-06-30$20,203,955
Total plan assets at beginning of year2017-06-30$18,206,702
Value of fidelity bond covering the plan2017-06-30$1,750,000
Expenses. Other expenses not covered elsewhere2017-06-30$14,585
Other income received2017-06-30$1,423,550
Net income (gross income less expenses)2017-06-30$1,997,253
Net plan assets at end of year (total assets less liabilities)2017-06-30$20,203,955
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$18,206,702
Assets. Value of employer securities2017-06-30$11,074,163
Total contributions received or receivable from employer(s)2017-06-30$863,296
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
2016 : HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources2016-06-30$2,216,222
Expenses. Total of all expenses incurred2016-06-30$2,343,246
Benefits paid (including direct rollovers)2016-06-30$2,343,128
Total plan assets at end of year2016-06-30$18,206,702
Total plan assets at beginning of year2016-06-30$18,333,726
Value of fidelity bond covering the plan2016-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2016-06-30$118
Other income received2016-06-30$854,037
Net income (gross income less expenses)2016-06-30$-127,024
Net plan assets at end of year (total assets less liabilities)2016-06-30$18,206,702
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$18,333,726
Assets. Value of employer securities2016-06-30$10,373,691
Total contributions received or receivable from employer(s)2016-06-30$1,362,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-06-30$724,392
Expenses. Total of all expenses incurred2015-06-30$1,092,205
Benefits paid (including direct rollovers)2015-06-30$1,092,086
Total plan assets at end of year2015-06-30$18,333,726
Total plan assets at beginning of year2015-06-30$18,701,539
Value of fidelity bond covering the plan2015-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2015-06-30$119
Other income received2015-06-30$724,392
Net income (gross income less expenses)2015-06-30$-367,813
Net plan assets at end of year (total assets less liabilities)2015-06-30$18,333,726
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$18,701,539
Assets. Value of employer securities2015-06-30$9,939,190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources2014-06-30$2,911,549
Expenses. Total of all expenses incurred2014-06-30$410,142
Benefits paid (including direct rollovers)2014-06-30$410,025
Total plan assets at end of year2014-06-30$18,701,539
Total plan assets at beginning of year2014-06-30$16,200,132
Value of fidelity bond covering the plan2014-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2014-06-30$117
Other income received2014-06-30$1,872,257
Net income (gross income less expenses)2014-06-30$2,501,407
Net plan assets at end of year (total assets less liabilities)2014-06-30$18,701,539
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$16,200,132
Assets. Value of employer securities2014-06-30$9,784,207
Total contributions received or receivable from employer(s)2014-06-30$1,039,292
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources2013-06-30$783,722
Expenses. Total of all expenses incurred2013-06-30$677,020
Benefits paid (including direct rollovers)2013-06-30$676,903
Total plan assets at end of year2013-06-30$16,200,132
Total plan assets at beginning of year2013-06-30$16,093,430
Value of fidelity bond covering the plan2013-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2013-06-30$117
Other income received2013-06-30$483,722
Net income (gross income less expenses)2013-06-30$106,702
Net plan assets at end of year (total assets less liabilities)2013-06-30$16,200,132
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$16,093,430
Assets. Value of employer securities2013-06-30$9,032,563
Total contributions received or receivable from employer(s)2013-06-30$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources2012-06-30$2,084,946
Expenses. Total of all expenses incurred2012-06-30$206,089
Benefits paid (including direct rollovers)2012-06-30$205,964
Total plan assets at end of year2012-06-30$16,093,430
Total plan assets at beginning of year2012-06-30$14,214,573
Value of fidelity bond covering the plan2012-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2012-06-30$125
Other income received2012-06-30$827,710
Net income (gross income less expenses)2012-06-30$1,878,857
Net plan assets at end of year (total assets less liabilities)2012-06-30$16,093,430
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$14,214,573
Assets. Value of employer securities2012-06-30$9,567,037
Total contributions received or receivable from employer(s)2012-06-30$1,257,236
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources2011-06-30$3,251,123
Expenses. Total of all expenses incurred2011-06-30$133,227
Benefits paid (including direct rollovers)2011-06-30$133,094
Total plan assets at end of year2011-06-30$14,214,573
Total plan assets at beginning of year2011-06-30$11,096,677
Value of fidelity bond covering the plan2011-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2011-06-30$133
Other income received2011-06-30$2,242,098
Net income (gross income less expenses)2011-06-30$3,117,896
Net plan assets at end of year (total assets less liabilities)2011-06-30$14,214,573
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$11,096,677
Assets. Value of employer securities2011-06-30$8,785,780
Total contributions received or receivable from employer(s)2011-06-30$1,009,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN

2022: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: HAUMILLER ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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