DUN-RITE TOOL AND MACHINE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DUN-RITE TOOL & MACHINE RETIRE PLAN
Measure | Date | Value |
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2014: DUN-RITE TOOL & MACHINE RETIRE PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 28 |
Number of participants with account balances | 2014-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DUN-RITE TOOL & MACHINE RETIRE PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 30 |
Number of participants with account balances | 2013-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: DUN-RITE TOOL & MACHINE RETIRE PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 28 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
Total of all active and inactive participants | 2012-07-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 28 |
Number of participants with account balances | 2012-07-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: DUN-RITE TOOL & MACHINE RETIRE PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 25 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 1 |
Total of all active and inactive participants | 2011-07-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 26 |
Number of participants with account balances | 2011-07-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2009: DUN-RITE TOOL & MACHINE RETIRE PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 28 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 3 |
Total of all active and inactive participants | 2009-07-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 31 |
Number of participants with account balances | 2009-07-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
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2014 : DUN-RITE TOOL & MACHINE RETIRE PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $138,836 |
Expenses. Total of all expenses incurred | 2014-12-31 | $56,493 |
Benefits paid (including direct rollovers) | 2014-12-31 | $49,363 |
Total plan assets at end of year | 2014-12-31 | $1,131,715 |
Total plan assets at beginning of year | 2014-12-31 | $1,049,372 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $69,218 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $161 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $69,618 |
Net income (gross income less expenses) | 2014-12-31 | $82,343 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,131,715 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,049,372 |
Assets. Value of participant loans | 2014-12-31 | $10,804 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $2,303 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $6,969 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : DUN-RITE TOOL & MACHINE RETIRE PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $260,198 |
Expenses. Total of all expenses incurred | 2013-12-31 | $11,687 |
Benefits paid (including direct rollovers) | 2013-12-31 | $11,487 |
Total plan assets at end of year | 2013-12-31 | $1,049,377 |
Total plan assets at beginning of year | 2013-12-31 | $800,866 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $63,148 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $56 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $197,050 |
Net income (gross income less expenses) | 2013-12-31 | $248,511 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,049,377 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $800,866 |
Assets. Value of participant loans | 2013-12-31 | $8,892 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $2,303 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $144 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : DUN-RITE TOOL & MACHINE RETIRE PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $78,028 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $800,866 |
Total plan assets at beginning of year | 2012-12-31 | $722,838 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $34,073 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $43,955 |
Net income (gross income less expenses) | 2012-12-31 | $78,028 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $800,866 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $722,838 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $2,303 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Transfers to/from the plan | 2012-06-30 | $0 |
Total income from all sources | 2012-06-30 | $44,488 |
Expenses. Total of all expenses incurred | 2012-06-30 | $95,578 |
Benefits paid (including direct rollovers) | 2012-06-30 | $92,311 |
Total plan assets at end of year | 2012-06-30 | $722,838 |
Total plan assets at beginning of year | 2012-06-30 | $773,928 |
Value of fidelity bond covering the plan | 2012-06-30 | $500,000 |
Total contributions received or receivable from participants | 2012-06-30 | $54,409 |
Expenses. Other expenses not covered elsewhere | 2012-06-30 | $25 |
Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
Other income received | 2012-06-30 | $-9,921 |
Net income (gross income less expenses) | 2012-06-30 | $-51,090 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $722,838 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $773,928 |
Assets. Value of participant loans | 2012-06-30 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-06-30 | $2,303 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
Value of corrective distributions | 2012-06-30 | $3,242 |
Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $0 |
2011 : DUN-RITE TOOL & MACHINE RETIRE PLAN 2011 401k financial data |
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Total income from all sources | 2011-06-30 | $188,639 |
Expenses. Total of all expenses incurred | 2011-06-30 | $4,486 |
Benefits paid (including direct rollovers) | 2011-06-30 | $4,486 |
Total plan assets at end of year | 2011-06-30 | $773,928 |
Total plan assets at beginning of year | 2011-06-30 | $589,775 |
Value of fidelity bond covering the plan | 2011-06-30 | $77,393 |
Total contributions received or receivable from participants | 2011-06-30 | $42,319 |
Expenses. Other expenses not covered elsewhere | 2011-06-30 | $0 |
Other income received | 2011-06-30 | $146,320 |
Net income (gross income less expenses) | 2011-06-30 | $184,153 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $773,928 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $589,775 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $0 |
2014: DUN-RITE TOOL & MACHINE RETIRE PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: DUN-RITE TOOL & MACHINE RETIRE PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: DUN-RITE TOOL & MACHINE RETIRE PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2011: DUN-RITE TOOL & MACHINE RETIRE PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Insurance | Yes |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2009: DUN-RITE TOOL & MACHINE RETIRE PLAN 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-827445 |
Policy instance | 1 |
Insurance contract or identification number | GA-827445 | Number of Individuals Covered | 18 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $4,241 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,241 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D JONES & CO L P. |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-827445 |
Policy instance | 1 |
Insurance contract or identification number | GA-827445 | Number of Individuals Covered | 19 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $3,674 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,674 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D JONES & CO |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-827445 |
Policy instance | 1 |
Insurance contract or identification number | GA-827445 | Number of Individuals Covered | 28 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $341 | Total amount of fees paid to insurance company | USD $372 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 372 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker organization code? | 3 | Commission paid to Insurance Broker | USD $341 | Insurance broker name | EDWARD D JONES & CO |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-827445 |
Policy instance | 1 |
Insurance contract or identification number | GA-827445 | Number of Individuals Covered | 25 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $7,232 | Total amount of fees paid to insurance company | USD $226 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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