401k Plan data: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN plan

STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 401k Plan overview

Plan Name	STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN
Plan identification number	001

STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

STANLEY MACHINING AND TOOL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: STANLEY MACHINING AND TOOL CORPORATION

Employer identification number (EIN): 362895468

NAIC Classification: 333310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 BARBARA COLLETIER 2021-10-11
001 2019-01-01 BARBARA COLLETIER 2020-10-12
001 2018-01-01
001 2017-01-01
001 2016-01-01 BARBARA COLLETIER 2017-04-24
001 2015-01-01 BARBARA COLLETIER
001 2014-01-01 BARBARA COLLETIER
001 2013-01-01 BARBARA COLLETIER
001 2012-01-01 BARBARA COLLETIER 2013-07-15 BARBARA COLLETIER 2013-07-15
001 2011-01-01 BARBARA COLLETIER 2012-07-25 BARBARA COLLETIER 2012-07-25
001 2010-01-01 BARBARA COLLETIER 2011-07-20 BARBARA COLLETIER 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	BARBARA COLLETIER	2021-10-11
001	2019-01-01	BARBARA COLLETIER	2020-10-12
001	2018-01-01
001	2017-01-01
001	2016-01-01	BARBARA COLLETIER	2017-04-24
001	2015-01-01	BARBARA COLLETIER
001	2014-01-01	BARBARA COLLETIER
001	2013-01-01	BARBARA COLLETIER
001	2012-01-01	BARBARA COLLETIER	2013-07-15	BARBARA COLLETIER	2013-07-15
001	2011-01-01	BARBARA COLLETIER	2012-07-25	BARBARA COLLETIER	2012-07-25
001	2010-01-01	BARBARA COLLETIER	2011-07-20	BARBARA COLLETIER	2011-07-20

Plan Statistics for STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN

Measure Date Value
2020: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 93
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 98
Number of participants with account balances 2020-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 97
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 112
Number of participants with account balances 2019-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2015: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 94
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 97
Number of participants with account balances 2015-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 113
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 118
Number of participants with account balances 2014-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 111
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 6
Total of all active and inactive participants 2013-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 117
Number of participants with account balances 2013-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8

Measure	Date	Value
2020: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	93
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	98
Number of participants with account balances	2020-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	97
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	112
Number of participants with account balances	2019-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2015: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	94
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	97
Number of participants with account balances	2015-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	113
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	118
Number of participants with account balances	2014-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	111
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	6
Total of all active and inactive participants	2013-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	117
Number of participants with account balances	2013-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8

Financial Data on STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN

Measure	Date	Value
2020 : STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,067,011
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$720,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$635,869
Value of total corrective distributions	2020-12-31	$28,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$885,125
Value of total assets at end of year	2020-12-31	$18,152,915
Value of total assets at beginning of year	2020-12-31	$15,806,009
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$55,623
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$420,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$420,217
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$489,685
Participant contributions at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,346,906
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,152,915
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,806,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$27,507
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$16,417,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,444,763
Value of interest in common/collective trusts at end of year	2020-12-31	$1,339,948
Value of interest in common/collective trusts at beginning of year	2020-12-31	$970,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,734,784
Net investment gain or loss from common/collective trusts	2020-12-31	$26,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$395,440
Employer contributions (assets) at end of year	2020-12-31	$395,440
Employer contributions (assets) at beginning of year	2020-12-31	$391,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$635,869
Contract administrator fees	2020-12-31	$28,116
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DEMARCO SCIACCOTTA WILKENS AND DUNL
Accountancy firm EIN	2020-12-31	271170185
2019 : STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,683,971
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$855,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$743,230
Value of total corrective distributions	2019-12-31	$63,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$953,257
Value of total assets at end of year	2019-12-31	$15,806,009
Value of total assets at beginning of year	2019-12-31	$12,977,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$49,388
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$386,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$386,149
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$562,096
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$4,852
Administrative expenses (other) incurred	2019-12-31	$196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,828,162
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,806,009
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,977,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$26,638
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,444,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,210,907
Value of interest in common/collective trusts at end of year	2019-12-31	$970,085
Value of interest in common/collective trusts at beginning of year	2019-12-31	$762,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,326,888
Net investment gain or loss from common/collective trusts	2019-12-31	$17,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$391,161
Employer contributions (assets) at end of year	2019-12-31	$391,161
Employer contributions (assets) at beginning of year	2019-12-31	$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$743,230
Contract administrator fees	2019-12-31	$22,554
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DEMARCO SCIACCOTTA WILKENS AND DUNL
Accountancy firm EIN	2019-12-31	271170185
2015 : STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$242,460
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$695,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$626,259
Value of total corrective distributions	2015-12-31	$69,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$390,074
Value of total assets at end of year	2015-12-31	$9,692,213
Value of total assets at beginning of year	2015-12-31	$10,145,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$200
Total interest from all sources	2015-12-31	$-5,076
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$238,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$238,947
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$388,883
Participant contributions at end of year	2015-12-31	$2,471
Participant contributions at beginning of year	2015-12-31	$10
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,191
Administrative expenses (other) incurred	2015-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-453,259
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,692,213
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,145,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,877,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,688,774
Interest earned on other investments	2015-12-31	$-5,076
Value of interest in common/collective trusts at end of year	2015-12-31	$812,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$659,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-383,398
Net investment gain or loss from common/collective trusts	2015-12-31	$1,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Employer contributions (assets) at beginning of year	2015-12-31	$797,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$626,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DEMARCO SCIACCOTTA WILKENS AND DUNL
Accountancy firm EIN	2015-12-31	271170185
2014 : STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,825,316
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$284,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$197,828
Value of total corrective distributions	2014-12-31	$87,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,244,421
Value of total assets at end of year	2014-12-31	$10,145,472
Value of total assets at beginning of year	2014-12-31	$8,605,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$446,975
Participant contributions at end of year	2014-12-31	$10
Participant contributions at beginning of year	2014-12-31	$40
Other income not declared elsewhere	2014-12-31	$12,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,540,397
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,145,472
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,605,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,688,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,295,923
Value of interest in common/collective trusts at beginning of year	2014-12-31	$32,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$659,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$684,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$568,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$797,446
Employer contributions (assets) at end of year	2014-12-31	$797,446
Employer contributions (assets) at beginning of year	2014-12-31	$592,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$197,828
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2014-12-31	390859910
2013 : STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,104,837
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$327,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$327,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$975,988
Value of total assets at end of year	2013-12-31	$8,605,075
Value of total assets at beginning of year	2013-12-31	$6,827,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$383,088
Participant contributions at end of year	2013-12-31	$40
Other income not declared elsewhere	2013-12-31	$11,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,777,289
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,605,075
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,827,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,295,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,677,279
Value of interest in common/collective trusts at end of year	2013-12-31	$32,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$684,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$550,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,117,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$592,900
Employer contributions (assets) at end of year	2013-12-31	$592,900
Employer contributions (assets) at beginning of year	2013-12-31	$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$327,548
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WINTER, KLOMAN, MOTER & REPP, S.C.
Accountancy firm EIN	2013-12-31	391275499

Form 5500 Responses for STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN

2020: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2015: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2014 form 5500 responses
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 - Trust	Yes
2013: STANLEY MACHINING AND TOOL CORPORATION RETIREMENT PLAN 2013 form 5500 responses
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
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

029663

Policy instance

Insurance contract or identification number	029663
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-10-31
Total amount of commissions paid to insurance broker	USD $18,955
Total amount of fees paid to insurance company	USD $4,739
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 $18,955
Insurance broker organization code?	4
Amount paid for insurance broker fees	4739
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker name	BRONFMAN E.L. ROTHSCHILD LP

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

029663

Policy instance

Insurance contract or identification number	029663
Number of Individuals Covered	118
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $16,345
Total amount of fees paid to insurance company	USD $4,086
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 $16,345
Insurance broker organization code?	4
Amount paid for insurance broker fees	4086
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker name	BRONFMAN E.L. ROTHSCHILD LP

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

029663

Policy instance

Insurance contract or identification number	029663
Number of Individuals Covered	110
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13,020
Total amount of fees paid to insurance company	USD $3,255
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 $13,020
Insurance broker organization code?	4
Amount paid for insurance broker fees	1692
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker name	BAKER TILLY VIRCHOW KRAUSE LLP

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Company Name:	STANLEY MACHINING AND TOOL CORPORATION
Employer identification number (EIN):	362895468
NAIC Classification:	333310