Logo

ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 401k Plan overview

Plan NameENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN
Plan identification number 002

ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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

ENGINEERED MACHINED PRODUCTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ENGINEERED MACHINED PRODUCTS, INC.
Employer identification number (EIN):382991835
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LYNN LABADIE LYNN LABADIE2018-10-15
0022016-01-01LYNN LABADIE LYNN LABADIE2017-10-16
0022015-01-01BARBARA SCOTT BARBARA SCOTT2016-10-13
0022014-01-01BARBARA SCOTT BARBARA SCOTT2015-09-11
0022013-01-01BARBARA SCOTT BARBARA SCOTT2014-09-08
0022012-01-01BARBARA SCOTT BARBARA SCOTT2013-09-10
0022011-01-01RALPH BEDOGNE RALPH BEDOGNE2012-08-22
0022009-01-01BARBARA SCOTT RALPH BEDOGNE2010-10-08

Plan Statistics for ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN

401k plan membership statisitcs for ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN

Measure Date Value
2022: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01258
Total number of active participants reported on line 7a of the Form 55002022-01-01235
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01263
Number of participants with account balances2022-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01250
Total number of active participants reported on line 7a of the Form 55002021-01-01225
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01255
Number of participants with account balances2021-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01267
Total number of active participants reported on line 7a of the Form 55002020-01-01225
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01249
Number of participants with account balances2020-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01259
Total number of active participants reported on line 7a of the Form 55002019-01-01235
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01260
Number of participants with account balances2019-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01254
Total number of active participants reported on line 7a of the Form 55002018-01-01239
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01258
Number of participants with account balances2018-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01238
Total number of active participants reported on line 7a of the Form 55002017-01-01229
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01247
Number of participants with account balances2017-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01244
Total number of active participants reported on line 7a of the Form 55002016-01-01220
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01238
Number of participants with account balances2016-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01242
Total number of active participants reported on line 7a of the Form 55002015-01-01227
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01242
Number of participants with account balances2015-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01253
Total number of active participants reported on line 7a of the Form 55002014-01-01224
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01240
Number of participants with account balances2014-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01259
Total number of active participants reported on line 7a of the Form 55002013-01-01230
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01248
Number of participants with account balances2013-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01259
Total number of active participants reported on line 7a of the Form 55002012-01-01228
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01256
Number of participants with account balances2012-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01266
Total number of active participants reported on line 7a of the Form 55002011-01-01231
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01259
Number of participants with account balances2011-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01318
Total number of active participants reported on line 7a of the Form 55002009-01-01207
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01279
Number of participants with account balances2009-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN

Measure Date Value
2022 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$12,801
Total transfer of assets from this plan2022-12-31$10,849
Total income from all sources (including contributions)2022-12-31$-4,988,983
Total of all expenses incurred2022-12-31$3,859,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,724,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,917,502
Value of total assets at end of year2022-12-31$30,910,849
Value of total assets at beginning of year2022-12-31$39,757,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$135,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$1,358,850
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,971
Total non interest bearing cash at end of year2022-12-31$4,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,848,785
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,910,849
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,757,682
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$71,835
Value of interest in pooled separate accounts at end of year2022-12-31$30,906,131
Value of interest in pooled separate accounts at beginning of year2022-12-31$39,757,654
Net investment gain/loss from pooled separate accounts2022-12-31$-6,906,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$556,681
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$28
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,724,606
Contract administrator fees2022-12-31$63,361
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 name2022-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm EIN2022-12-31381977929
2021 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$9,790
Total transfer of assets from this plan2021-12-31$58
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$6,809,517
Total of all expenses incurred2021-12-31$5,047,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,862,917
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$15,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,062,922
Value of total assets at end of year2021-12-31$39,757,682
Value of total assets at beginning of year2021-12-31$37,985,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$168,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,438,524
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$27,748
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,762,328
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,757,682
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,985,622
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$88,059
Value of interest in pooled separate accounts at end of year2021-12-31$39,757,654
Value of interest in pooled separate accounts at beginning of year2021-12-31$37,985,622
Net investment gain/loss from pooled separate accounts2021-12-31$4,746,595
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$596,650
Employer contributions (assets) at end of year2021-12-31$28
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,862,917
Contract administrator fees2021-12-31$80,502
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 name2021-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm EIN2021-12-31381977929
2020 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$18,537
Total transfer of assets from this plan2020-12-31$24,015
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$841
Total income from all sources (including contributions)2020-12-31$8,663,640
Total of all expenses incurred2020-12-31$1,571,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,429,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,726,174
Value of total assets at end of year2020-12-31$37,985,622
Value of total assets at beginning of year2020-12-31$30,899,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$141,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,213,289
Participant contributions at end of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$841
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$7,092,463
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,985,622
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,898,637
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$69,937
Value of interest in pooled separate accounts at end of year2020-12-31$37,985,622
Value of interest in pooled separate accounts at beginning of year2020-12-31$30,899,478
Net investment gain/loss from pooled separate accounts2020-12-31$6,937,466
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$510,573
Employer contributions (assets) at end of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,429,907
Contract administrator fees2020-12-31$71,333
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
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm EIN2020-12-31381977929
2019 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$841
Total income from all sources (including contributions)2019-12-31$7,917,846
Total income from all sources (including contributions)2019-12-31$7,917,846
Total of all expenses incurred2019-12-31$2,094,219
Total of all expenses incurred2019-12-31$2,094,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,965,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,965,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,127,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,127,553
Value of total assets at end of year2019-12-31$30,899,478
Value of total assets at end of year2019-12-31$30,899,478
Value of total assets at beginning of year2019-12-31$25,075,010
Value of total assets at beginning of year2019-12-31$25,075,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$128,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$128,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,361,138
Contributions received from participants2019-12-31$1,361,138
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$194,149
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$194,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$841
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$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
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$5,823,627
Value of net income/loss2019-12-31$5,823,627
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,898,637
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,898,637
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,075,010
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,075,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$63,458
Investment advisory and management fees2019-12-31$63,458
Value of interest in pooled separate accounts at end of year2019-12-31$30,899,478
Value of interest in pooled separate accounts at end of year2019-12-31$30,899,478
Value of interest in pooled separate accounts at beginning of year2019-12-31$25,075,010
Value of interest in pooled separate accounts at beginning of year2019-12-31$25,075,010
Net investment gain/loss from pooled separate accounts2019-12-31$5,790,293
Net investment gain/loss from pooled separate accounts2019-12-31$5,790,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$572,266
Contributions received in cash from employer2019-12-31$572,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,965,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,965,381
Contract administrator fees2019-12-31$65,380
Contract administrator fees2019-12-31$65,380
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm name2019-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm EIN2019-12-31381977929
Accountancy firm EIN2019-12-31381977929
2018 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2018 401k financial data
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$185,555
Total of all expenses incurred2018-12-31$942,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$921,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,847,311
Value of total assets at end of year2018-12-31$25,075,010
Value of total assets at beginning of year2018-12-31$25,831,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,962
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,275,638
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-756,923
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,075,010
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,831,933
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
Value of interest in pooled separate accounts at end of year2018-12-31$25,075,010
Value of interest in pooled separate accounts at beginning of year2018-12-31$25,831,933
Net investment gain/loss from pooled separate accounts2018-12-31$-1,661,756
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$547,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$921,516
Contract administrator fees2018-12-31$20,962
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 name2018-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm EIN2018-12-31381977929
2017 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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$5,493,790
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,095,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,087,192
Value of total corrective distributions2017-12-31$4,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,592,716
Value of total assets at end of year2017-12-31$25,831,933
Value of total assets at beginning of year2017-12-31$22,433,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,171
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,094,402
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,418
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,398,558
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,831,933
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,433,375
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 pooled separate accounts at end of year2017-12-31$25,831,933
Value of interest in pooled separate accounts at beginning of year2017-12-31$22,433,375
Net investment gain/loss from pooled separate accounts2017-12-31$3,901,074
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$494,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,087,192
Contract administrator fees2017-12-31$3,171
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 name2017-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm EIN2017-12-31381977929
2016 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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$2,932,311
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,157,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,138,785
Value of total corrective distributions2016-12-31$16,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,395,896
Value of total assets at end of year2016-12-31$22,433,375
Value of total assets at beginning of year2016-12-31$20,658,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,238
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,238
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,036,715
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,210
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,774,817
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,433,375
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,658,558
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 pooled separate accounts at end of year2016-12-31$22,433,375
Value of interest in pooled separate accounts at beginning of year2016-12-31$20,658,558
Net investment gain/loss from pooled separate accounts2016-12-31$1,536,415
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$347,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,138,785
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 name2016-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm EIN2016-12-31381977929
2015 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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$1,740,808
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,094,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,092,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,859,609
Value of total assets at end of year2015-12-31$20,658,558
Value of total assets at beginning of year2015-12-31$20,012,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,927
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,163,170
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$172,772
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$646,056
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,658,558
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,012,502
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 pooled separate accounts at end of year2015-12-31$20,658,558
Value of interest in pooled separate accounts at beginning of year2015-12-31$20,012,502
Net investment gain/loss from pooled separate accounts2015-12-31$-118,801
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$523,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,092,825
Contract administrator fees2015-12-31$1,927
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 name2015-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm EIN2015-12-31381977929
2014 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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$2,446,523
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,294,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,276,171
Value of total corrective distributions2014-12-31$16,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,522,415
Value of total assets at end of year2014-12-31$20,012,502
Value of total assets at beginning of year2014-12-31$18,860,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,575
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,046,576
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,386
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,152,337
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,012,502
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,860,165
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 pooled separate accounts at end of year2014-12-31$20,012,502
Value of interest in pooled separate accounts at beginning of year2014-12-31$18,860,165
Net investment gain/loss from pooled separate accounts2014-12-31$924,108
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$472,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,276,171
Contract administrator fees2014-12-31$1,575
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 name2014-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm EIN2014-12-31381977929
2013 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2013 401k financial data
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$4,256,379
Total of all expenses incurred2013-12-31$1,082,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,074,703
Value of total corrective distributions2013-12-31$5,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,306,252
Value of total assets at end of year2013-12-31$18,860,165
Value of total assets at beginning of year2013-12-31$15,686,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$881,025
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$40,257
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$3,174,066
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,860,165
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,686,099
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 pooled separate accounts at end of year2013-12-31$18,860,165
Value of interest in pooled separate accounts at beginning of year2013-12-31$15,686,099
Net investment gain/loss from pooled separate accounts2013-12-31$2,950,127
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$384,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,074,703
Contract administrator fees2013-12-31$2,226
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 name2013-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm EIN2013-12-31381977929
2012 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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$3,107,255
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$389,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$388,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,447,314
Value of total assets at end of year2012-12-31$15,686,099
Value of total assets at beginning of year2012-12-31$12,967,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$826
Total interest from all sources2012-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$933,918
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$114,571
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,718,153
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,686,099
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,967,946
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 pooled separate accounts at end of year2012-12-31$15,686,099
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,967,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$1,659,941
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$398,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$388,276
Contract administrator fees2012-12-31$826
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 name2012-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm EIN2012-12-31381977929
2011 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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$968,457
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$907,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$903,753
Value of total corrective distributions2011-12-31$2,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,357,367
Value of total assets at end of year2011-12-31$12,967,946
Value of total assets at beginning of year2011-12-31$12,907,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,083
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$869,333
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$134,593
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$60,539
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,967,946
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,907,407
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 pooled separate accounts at end of year2011-12-31$12,967,946
Value of interest in pooled separate accounts at beginning of year2011-12-31$12,868,154
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$39,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$39,253
Net investment gain/loss from pooled separate accounts2011-12-31$-388,910
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$353,441
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$903,753
Contract administrator fees2011-12-31$2,083
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 name2011-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm EIN2011-12-31381977929
2010 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2010 401k financial data
Total liabilities at end 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$2,022,637
Total of all expenses incurred2010-12-31$1,657,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,656,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$632,827
Value of total assets at end of year2010-12-31$12,907,407
Value of total assets at beginning of year2010-12-31$12,542,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$632,827
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$365,250
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,907,407
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,542,157
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 beginning of year2010-12-31$9,590,924
Value of interest in pooled separate accounts at end of year2010-12-31$12,868,154
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$49,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$39,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,901,932
Net investment gain/loss from pooled separate accounts2010-12-31$1,389,810
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
Employer contributions (assets) at end of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,656,564
Contract administrator fees2010-12-31$823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31ANDERSON, TACKMAN & CO., PLC
Accountancy firm EIN2010-12-31381977929
2009 : ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL PLAN

2022: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ENGINEERED MACHINED PRODUCTS, INC. EMPLOYEES SALARY DEFERRAL 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98321
Policy instance 1
Insurance contract or identification number98321
Number of Individuals Covered269
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,707
Amount paid for insurance broker fees16707
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98321
Policy instance 1
Insurance contract or identification number98321
Number of Individuals Covered257
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,954
Amount paid for insurance broker fees19954
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98321
Policy instance 1
Insurance contract or identification number98321
Number of Individuals Covered247
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,613
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15613
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98321
Policy instance 1
Insurance contract or identification number98321
Number of Individuals Covered257
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,777
Amount paid for insurance broker fees19777
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98321
Policy instance 1
Insurance contract or identification number98321
Number of Individuals Covered255
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15431
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98321
Policy instance 1
Insurance contract or identification number98321
Number of Individuals Covered241
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $23,927
Total amount of fees paid to insurance companyUSD $14,741
Commission paid to Insurance BrokerUSD $23,927
Insurance broker organization code?3
Amount paid for insurance broker fees14741
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNORTHWESTERN WISCONSIN ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98321
Policy instance 1
Insurance contract or identification number98321
Number of Individuals Covered231
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $72,759
Total amount of fees paid to insurance companyUSD $12,364
Commission paid to Insurance BrokerUSD $72,759
Insurance broker organization code?3
Amount paid for insurance broker fees12362
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker nameT. ROWE PRICE ASSOC., INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98321
Policy instance 1
Insurance contract or identification number98321
Number of Individuals Covered230
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $68,456
Total amount of fees paid to insurance companyUSD $11,399
Commission paid to Insurance BrokerUSD $68,456
Insurance broker organization code?3
Amount paid for insurance broker fees11399
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNORTHWESTERN WISCONSIN ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98321
Policy instance 1
Insurance contract or identification number98321
Number of Individuals Covered210
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $59,299
Total amount of fees paid to insurance companyUSD $10,702
Commission paid to Insurance BrokerUSD $59,299
Insurance broker organization code?3
Amount paid for insurance broker fees10701
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameT. ROWE PRICE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98321
Policy instance 1
Insurance contract or identification number98321
Number of Individuals Covered227
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $64,400
Total amount of fees paid to insurance companyUSD $8,033
Commission paid to Insurance BrokerUSD $50,398
Insurance broker organization code?3
Amount paid for insurance broker fees675
Additional information about fees paid to insurance brokerFEES
Insurance broker nameNORTHWESTERN WISCONSIN ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98321
Policy instance 1
Insurance contract or identification number98321
Number of Individuals Covered229
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $45,957
Total amount of fees paid to insurance companyUSD $30,157
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98321
Policy instance 2
Insurance contract or identification number98321
Number of Individuals Covered259
Insurance policy start date2010-10-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,357
Total amount of fees paid to insurance companyUSD $21,543
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812337
Policy instance 1
Insurance contract or identification numberGA-812337
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1