SAF-HOLLAND, INC. has sponsored the creation of one or more 401k plans.
Additional information about SAF-HOLLAND, INC.
Submission information for form 5500 for 401k plan THE HOLLAND GROUP RETIREMENT INCOME PLAN
Measure | Date | Value |
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2012 : THE HOLLAND GROUP RETIREMENT INCOME PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $4,995,145 |
Total of all expenses incurred | 2012-12-31 | $1,634,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,502,586 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,509,301 |
Value of total assets at end of year | 2012-12-31 | $25,599,533 |
Value of total assets at beginning of year | 2012-12-31 | $22,238,561 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $131,587 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other income not declared elsewhere | 2012-12-31 | $1,821 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,360,972 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $25,599,533 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $22,238,561 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $131,587 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $25,383,466 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $21,546,557 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $3,484,023 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,509,301 |
Employer contributions (assets) at end of year | 2012-12-31 | $216,067 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $692,004 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,502,586 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CONN GENEVA ROBINSON |
Accountancy firm EIN | 2012-12-31 | 383012028 |
2011 : THE HOLLAND GROUP RETIREMENT INCOME PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $1,868,234 |
Total of all expenses incurred | 2011-12-31 | $1,614,293 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,487,258 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,835,026 |
Value of total assets at end of year | 2011-12-31 | $22,238,561 |
Value of total assets at beginning of year | 2011-12-31 | $21,984,620 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $127,035 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other income not declared elsewhere | 2011-12-31 | $3,472 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $253,941 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $22,238,561 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $21,984,620 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $127,035 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $21,546,557 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $21,731,466 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $29,736 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,835,026 |
Employer contributions (assets) at end of year | 2011-12-31 | $692,004 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $253,154 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,487,258 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CONN GENEVA ROBINSON |
Accountancy firm EIN | 2011-12-31 | 383012028 |
2010 : THE HOLLAND GROUP RETIREMENT INCOME PLAN 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $3,873,473 |
Total of all expenses incurred | 2010-12-31 | $1,591,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,474,185 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $944,030 |
Value of total assets at end of year | 2010-12-31 | $21,984,620 |
Value of total assets at beginning of year | 2010-12-31 | $19,702,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $117,018 |
Total interest from all sources | 2010-12-31 | $16 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Other income not declared elsewhere | 2010-12-31 | $3,727 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,282,270 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $21,984,620 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $19,702,350 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $117,018 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $21,731,466 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $19,702,350 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $16 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,925,700 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $944,030 |
Employer contributions (assets) at end of year | 2010-12-31 | $253,154 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,474,185 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CONN GENEVA ROBINSON |
Accountancy firm EIN | 2010-12-31 | 383012028 |