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ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN
Plan identification number 001

ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ALLIED ELECTRIC INC has sponsored the creation of one or more 401k plans.

Company Name:ALLIED ELECTRIC INC
Employer identification number (EIN):381889686
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT YONKERS2024-10-15
0012022-01-01SCOTT YONKERS2023-10-13
0012021-01-01SCOTT YONKERS2022-10-17
0012020-01-01SCOTT YONKERS2021-09-28
0012019-01-01TOM VANDENBOSCH2020-10-08
0012018-01-01TOM VANDENBOSCH2019-10-15 TOM VANDENBOSCH2019-10-15
0012017-01-01TOM VANDENBOSCH
0012016-01-01TOM VANDENBOSCH
0012015-01-01TOM VANDENBOSCH
0012014-01-01TOM VANDENBOSCH
0012013-01-01TOM VANDENBOSCH
0012012-01-01TOM VANDENBOSCH
0012011-01-01TOM VANDENBOSCH
0012010-01-01TOM VANDENBOSCH
0012009-01-01TOM VANDENBOSCH

Plan Statistics for ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2023: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01172
Total number of active participants reported on line 7a of the Form 55002023-01-01124
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0143
Total of all active and inactive participants2023-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01167
Number of participants with account balances2023-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0112
2022: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01150
Total number of active participants reported on line 7a of the Form 55002022-01-01124
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01161
Number of participants with account balances2022-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01154
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01147
Number of participants with account balances2021-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01150
Total number of active participants reported on line 7a of the Form 55002020-01-01129
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01150
Number of participants with account balances2020-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01159
Total number of active participants reported on line 7a of the Form 55002019-01-01134
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01147
Number of participants with account balances2019-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01139
Total number of active participants reported on line 7a of the Form 55002018-01-01139
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01147
Number of participants with account balances2018-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01139
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01118
Total number of active participants reported on line 7a of the Form 55002016-01-01109
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01129
Number of participants with account balances2016-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01119
Total number of active participants reported on line 7a of the Form 55002015-01-0197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01113
Number of participants with account balances2015-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01120
Total number of active participants reported on line 7a of the Form 55002014-01-0188
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01111
Number of participants with account balances2014-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01131
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01120
Number of participants with account balances2013-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01117
Total number of active participants reported on line 7a of the Form 55002012-01-0191
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01126
Number of participants with account balances2012-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01133
Total number of active participants reported on line 7a of the Form 55002011-01-0197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01117
Number of participants with account balances2011-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01158
Total number of active participants reported on line 7a of the Form 55002010-01-0196
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01130
Number of participants with account balances2010-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01200
Total number of active participants reported on line 7a of the Form 55002009-01-01164
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0155
Total of all active and inactive participants2009-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01219
Number of participants with account balances2009-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2023 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,017,400
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,768,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,703,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$995,192
Value of total assets at end of year2023-12-31$14,097,711
Value of total assets at beginning of year2023-12-31$12,848,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$64,504
Total interest from all sources2023-12-31$6,651
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$385,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$385,858
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$628,427
Participant contributions at end of year2023-12-31$38,875
Participant contributions at beginning of year2023-12-31$44,189
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$8,943
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$27,868
Total non interest bearing cash at end of year2023-12-31$4
Total non interest bearing cash at beginning of year2023-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,249,212
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,097,711
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$12,848,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$59,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,771,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$12,581,952
Interest on participant loans2023-12-31$2,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$287,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$208,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$208,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$4,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,629,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$338,897
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$5,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,703,684
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DOEREN MAYHEW ASSURANCE
Accountancy firm EIN2023-12-31382492570
2022 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,222,598
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$594,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$529,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,038,893
Value of total assets at end of year2022-12-31$12,848,499
Value of total assets at beginning of year2022-12-31$14,665,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$65,234
Total interest from all sources2022-12-31$4,409
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$328,193
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$328,193
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Contributions received from participants2022-12-31$669,760
Participant contributions at end of year2022-12-31$44,189
Participant contributions at beginning of year2022-12-31$55,455
Participant contributions at end of year2022-12-31$8,943
Participant contributions at beginning of year2022-12-31$12,252
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,712
Total non interest bearing cash at end of year2022-12-31$4
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,816,887
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,848,499
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,665,386
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
Investment advisory and management fees2022-12-31$60,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,581,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,348,221
Interest on participant loans2022-12-31$2,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$208,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$241,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$241,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,594,093
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$353,421
Employer contributions (assets) at end of year2022-12-31$5,119
Employer contributions (assets) at beginning of year2022-12-31$7,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$529,055
Contract administrator fees2022-12-31$5,169
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BEENE GARTER, A DOEREN MAYHEW FIRM
Accountancy firm EIN2022-12-31382492570
2021 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,556,072
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,174,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,108,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$988,810
Value of total assets at end of year2021-12-31$14,665,386
Value of total assets at beginning of year2021-12-31$13,284,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$66,304
Total interest from all sources2021-12-31$3,473
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$327,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$327,969
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$600,450
Participant contributions at end of year2021-12-31$55,455
Participant contributions at beginning of year2021-12-31$72,659
Participant contributions at end of year2021-12-31$12,252
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$53,974
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$29,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,381,223
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,665,386
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,284,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$61,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,348,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,916,133
Income. Interest from loans (other than to participants)2021-12-31$3,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$241,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$255,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$255,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,235,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$334,386
Employer contributions (assets) at end of year2021-12-31$7,536
Employer contributions (assets) at beginning of year2021-12-31$10,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,108,545
Contract administrator fees2021-12-31$4,918
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BEENE GARTER, A DOEREN MAYHEW FIRM
Accountancy firm EIN2021-12-31382492570
2020 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,186,366
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,896,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,839,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$951,605
Value of total assets at end of year2020-12-31$13,284,163
Value of total assets at beginning of year2020-12-31$12,994,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,318
Total interest from all sources2020-12-31$4,850
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$285,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$285,760
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$594,778
Participant contributions at end of year2020-12-31$72,659
Participant contributions at beginning of year2020-12-31$79,347
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$8,741
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,850
Total non interest bearing cash at end of year2020-12-31$29,741
Total non interest bearing cash at beginning of year2020-12-31$21,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$289,889
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,284,163
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,994,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$54,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,916,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,762,978
Interest on participant loans2020-12-31$4,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$255,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$115,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$115,708
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$944,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$340,977
Employer contributions (assets) at end of year2020-12-31$10,251
Employer contributions (assets) at beginning of year2020-12-31$6,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,839,159
Contract administrator fees2020-12-31$2,641
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BEENE GARTER LLP
Accountancy firm EIN2020-12-31381337372
2019 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$58,386
Total income from all sources (including contributions)2019-12-31$3,227,201
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$549,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$470,382
Expenses. Certain deemed distributions of participant loans2019-12-31$15,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$963,279
Value of total assets at end of year2019-12-31$12,994,274
Value of total assets at beginning of year2019-12-31$10,374,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,643
Total interest from all sources2019-12-31$4,934
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$340,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$340,569
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$615,173
Participant contributions at end of year2019-12-31$79,347
Participant contributions at beginning of year2019-12-31$125,570
Participant contributions at end of year2019-12-31$8,741
Participant contributions at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$21,349
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,677,676
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,994,274
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,316,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$51,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,762,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,223,669
Interest on participant loans2019-12-31$4,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$115,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,918,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$348,106
Employer contributions (assets) at end of year2019-12-31$6,151
Employer contributions (assets) at beginning of year2019-12-31$25,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$470,382
Contract administrator fees2019-12-31$11,679
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$58,386
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BEENE GARTER LLP
Accountancy firm EIN2019-12-31381337372
2018 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$58,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$302,145
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$340,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$297,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$933,896
Value of total assets at end of year2018-12-31$10,374,984
Value of total assets at beginning of year2018-12-31$10,354,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,130
Total interest from all sources2018-12-31$5,490
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$575,352
Participant contributions at end of year2018-12-31$125,570
Participant contributions at beginning of year2018-12-31$135,031
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$16,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-38,255
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,316,598
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,354,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$38,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,223,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,702,123
Interest on participant loans2018-12-31$5,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$401,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$401,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-637,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$358,544
Employer contributions (assets) at end of year2018-12-31$25,745
Employer contributions (assets) at beginning of year2018-12-31$99,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$297,270
Contract administrator fees2018-12-31$4,262
Liabilities. Value of benefit claims payable at end of year2018-12-31$58,386
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BEENE GARTER LLP
Accountancy firm EIN2018-12-31381337372
2017 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,349,305
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$588,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$586,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,042,015
Value of total assets at end of year2017-12-31$10,354,853
Value of total assets at beginning of year2017-12-31$8,593,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,786
Total interest from all sources2017-12-31$5,612
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$411,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$411,277
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$503,445
Participant contributions at end of year2017-12-31$135,031
Participant contributions at beginning of year2017-12-31$185,936
Participant contributions at end of year2017-12-31$99,821
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$141,388
Administrative expenses (other) incurred2017-12-31$1,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,761,190
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,354,853
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,593,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,702,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,990,279
Interest on participant loans2017-12-31$5,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$401,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$398,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$398,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$890,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$397,182
Employer contributions (assets) at end of year2017-12-31$16,833
Employer contributions (assets) at beginning of year2017-12-31$18,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$586,329
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BEENE GARTER LLP
Accountancy firm EIN2017-12-31381337372
2016 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,397,157
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,061,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,060,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$762,842
Value of total assets at end of year2016-12-31$8,593,663
Value of total assets at beginning of year2016-12-31$8,257,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$440
Total interest from all sources2016-12-31$4,977
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$240,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$240,512
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$456,015
Participant contributions at end of year2016-12-31$185,936
Participant contributions at beginning of year2016-12-31$154,810
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$7,510
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,552
Administrative expenses (other) incurred2016-12-31$440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$335,740
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,593,663
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,257,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,990,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,453,419
Interest on participant loans2016-12-31$4,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$398,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$397,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$397,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$388,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$297,275
Employer contributions (assets) at end of year2016-12-31$18,957
Employer contributions (assets) at beginning of year2016-12-31$244,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,060,977
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BEENE GARTER LLP
Accountancy firm EIN2016-12-31381337372
2015 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$407,906
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$544,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$540,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$692,897
Value of total assets at end of year2015-12-31$8,257,923
Value of total assets at beginning of year2015-12-31$8,394,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,699
Total interest from all sources2015-12-31$7,904
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$280,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$280,849
Administrative expenses professional fees incurred2015-12-31$3,699
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$424,678
Participant contributions at end of year2015-12-31$154,810
Participant contributions at beginning of year2015-12-31$217,547
Participant contributions at end of year2015-12-31$7,510
Participant contributions at beginning of year2015-12-31$4,414
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-136,645
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,257,923
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,394,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,453,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,543,498
Income. Interest from loans (other than to participants)2015-12-31$7,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$397,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$409,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$409,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-573,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$244,876
Employer contributions (assets) at end of year2015-12-31$244,876
Employer contributions (assets) at beginning of year2015-12-31$219,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$540,852
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BEENE GARTER LLP
Accountancy firm EIN2015-12-31381337372
2014 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$807,539
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$301,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$298,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$559,436
Value of total assets at end of year2014-12-31$8,394,568
Value of total assets at beginning of year2014-12-31$7,888,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,862
Total interest from all sources2014-12-31$9,769
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$407,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$407,574
Administrative expenses professional fees incurred2014-12-31$2,862
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$339,997
Participant contributions at end of year2014-12-31$217,547
Participant contributions at beginning of year2014-12-31$247,976
Participant contributions at end of year2014-12-31$4,414
Participant contributions at beginning of year2014-12-31$5,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$506,348
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,394,568
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,888,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,543,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,013,643
Income. Interest from loans (other than to participants)2014-12-31$9,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$409,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$406,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$406,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-169,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$219,439
Employer contributions (assets) at end of year2014-12-31$219,439
Employer contributions (assets) at beginning of year2014-12-31$214,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$298,329
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BEENE GARTER LLP
Accountancy firm EIN2014-12-31381337372
2013 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$1,365,320
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$285,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$280,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$652,614
Value of total assets at end of year2013-12-31$7,888,220
Value of total assets at beginning of year2013-12-31$6,808,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,602
Total interest from all sources2013-12-31$9,194
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$263,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$263,581
Administrative expenses professional fees incurred2013-12-31$4,602
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$325,648
Participant contributions at end of year2013-12-31$247,976
Participant contributions at beginning of year2013-12-31$264,073
Participant contributions at end of year2013-12-31$5,651
Participant contributions at beginning of year2013-12-31$4,434
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$112,527
Other income not declared elsewhere2013-12-31$921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,080,086
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,888,220
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,808,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,013,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,682,662
Income. Interest from loans (other than to participants)2013-12-31$9,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$406,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$647,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$647,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$439,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$214,439
Employer contributions (assets) at end of year2013-12-31$214,439
Employer contributions (assets) at beginning of year2013-12-31$209,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$280,632
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BEENE GARTER LLP
Accountancy firm EIN2013-12-31381337372
2012 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,173,643
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$211,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$207,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$500,086
Value of total assets at end of year2012-12-31$6,808,134
Value of total assets at beginning of year2012-12-31$5,845,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,906
Total interest from all sources2012-12-31$10,063
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$600,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$290,843
Participant contributions at end of year2012-12-31$264,073
Participant contributions at beginning of year2012-12-31$231,332
Participant contributions at end of year2012-12-31$4,434
Participant contributions at beginning of year2012-12-31$5,659
Administrative expenses (other) incurred2012-12-31$3,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$962,359
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,808,134
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,845,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,682,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,142,349
Interest on participant loans2012-12-31$10,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$647,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$288,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$288,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$663,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$209,243
Employer contributions (assets) at end of year2012-12-31$209,243
Employer contributions (assets) at beginning of year2012-12-31$178,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$207,378
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BEENE GARTER LLP
Accountancy firm EIN2012-12-31381337372
2011 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$377,310
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$645,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$640,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$468,332
Value of total assets at end of year2011-12-31$5,845,775
Value of total assets at beginning of year2011-12-31$6,114,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,002
Total interest from all sources2011-12-31$9,456
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$160,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$160,359
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$284,815
Participant contributions at end of year2011-12-31$231,332
Participant contributions at beginning of year2011-12-31$259,013
Participant contributions at end of year2011-12-31$5,659
Participant contributions at beginning of year2011-12-31$5,080
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,374
Administrative expenses (other) incurred2011-12-31$5,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-268,390
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,845,775
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,114,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,142,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,190,397
Interest on participant loans2011-12-31$9,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$288,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$497,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$497,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-260,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$178,143
Employer contributions (assets) at end of year2011-12-31$178,143
Employer contributions (assets) at beginning of year2011-12-31$162,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$640,698
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BEENE GARTER LLP
Accountancy firm EIN2011-12-31381337372
2010 : ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,084,072
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$890,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$842,580
Expenses. Certain deemed distributions of participant loans2010-12-31$42,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$465,163
Value of total assets at end of year2010-12-31$6,114,165
Value of total assets at beginning of year2010-12-31$5,920,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,634
Total interest from all sources2010-12-31$10,393
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$111,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$111,773
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$302,598
Participant contributions at end of year2010-12-31$259,013
Participant contributions at beginning of year2010-12-31$197,351
Participant contributions at end of year2010-12-31$5,080
Participant contributions at beginning of year2010-12-31$11,728
Administrative expenses (other) incurred2010-12-31$5,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$193,261
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,114,165
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,920,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,190,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,089,472
Income. Interest from loans (other than to participants)2010-12-31$10,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$497,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$533,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$533,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$496,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$162,565
Employer contributions (assets) at end of year2010-12-31$162,565
Employer contributions (assets) at beginning of year2010-12-31$89,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$842,580
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BEENE GARTER LLP
Accountancy firm EIN2010-12-31381337372

Form 5500 Responses for ALLIED ELECTRIC, INC. 401(K) SAVINGS AND RETIREMENT PLAN

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

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