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UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 401k Plan overview

Plan NameUNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES
Plan identification number 002

UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

UNIT DROP FORGE CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:UNIT DROP FORGE CO., INC.
Employer identification number (EIN):391316139
NAIC Classification:332110

Additional information about UNIT DROP FORGE CO., INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0862438

More information about UNIT DROP FORGE CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JANET SARGENT
0022016-01-01JANET SARGENT
0022015-01-01JANET SARGENT
0022014-01-01JANET SARGENT
0022013-01-01JEANNIE M CZAPLEWSKI
0022012-01-01JEANNIE M CZAPLEWSKI
0022011-01-01JEANNIE M CZAPLEWSKI JEANNIE M CZAPLEWSKI2012-10-12
0022010-01-01JEANNIE M CZAPLEWSKI JEANNIE M CZAPLEWSKI2011-10-13
0022009-01-01JEANNIE M CZAPLEWSKI

Plan Statistics for UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES

401k plan membership statisitcs for UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES

Measure Date Value
2023: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2023 401k membership
Total participants, beginning-of-year2023-01-01196
Total number of active participants reported on line 7a of the Form 55002023-01-0130
Number of retired or separated participants receiving benefits2023-01-0175
Number of other retired or separated participants entitled to future benefits2023-01-0138
Total of all active and inactive participants2023-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0147
Total participants2023-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-3113,898,149
Acturial value of plan assets2022-12-3113,066,994
Funding target for retired participants and beneficiaries receiving payment2022-12-317,461,792
Number of terminated vested participants2022-12-3140
Fundng target for terminated vested participants2022-12-31958,589
Active participant vested funding target2022-12-311,912,961
Number of active participants2022-12-3131
Total funding liabilities for active participants2022-12-312,174,671
Total participant count2022-12-31196
Total funding target for all participants2022-12-3110,595,052
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31123,316
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01196
Total number of active participants reported on line 7a of the Form 55002022-01-0131
Number of retired or separated participants receiving benefits2022-01-0178
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0149
Total participants2022-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-3113,126,110
Acturial value of plan assets2021-12-3112,054,957
Funding target for retired participants and beneficiaries receiving payment2021-12-317,270,872
Number of terminated vested participants2021-12-3140
Fundng target for terminated vested participants2021-12-31843,791
Active participant vested funding target2021-12-312,155,531
Number of active participants2021-12-3137
Total funding liabilities for active participants2021-12-312,447,272
Total participant count2021-12-31197
Total funding target for all participants2021-12-3110,561,935
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31133,202
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01197
Total number of active participants reported on line 7a of the Form 55002021-01-0131
Number of retired or separated participants receiving benefits2021-01-0178
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0149
Total participants2021-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-3112,468,202
Acturial value of plan assets2020-12-3111,899,291
Funding target for retired participants and beneficiaries receiving payment2020-12-318,131,882
Number of terminated vested participants2020-12-3139
Fundng target for terminated vested participants2020-12-31764,072
Active participant vested funding target2020-12-312,099,691
Number of active participants2020-12-3138
Total funding liabilities for active participants2020-12-312,396,569
Total participant count2020-12-31206
Total funding target for all participants2020-12-3111,292,523
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31190,455
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01206
Total number of active participants reported on line 7a of the Form 55002020-01-0137
Number of retired or separated participants receiving benefits2020-01-0175
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0145
Total participants2020-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-3111,245,763
Acturial value of plan assets2019-12-3111,824,611
Funding target for retired participants and beneficiaries receiving payment2019-12-318,717,833
Number of terminated vested participants2019-12-3132
Fundng target for terminated vested participants2019-12-31534,921
Active participant vested funding target2019-12-312,034,588
Number of active participants2019-12-3145
Total funding liabilities for active participants2019-12-312,390,948
Total participant count2019-12-31213
Total funding target for all participants2019-12-3111,643,702
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31173,622
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01213
Total number of active participants reported on line 7a of the Form 55002019-01-0138
Number of retired or separated participants receiving benefits2019-01-0184
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0145
Total participants2019-01-01206
2018: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-3112,879,374
Acturial value of plan assets2018-12-3112,135,137
Funding target for retired participants and beneficiaries receiving payment2018-12-318,825,592
Number of terminated vested participants2018-12-3133
Fundng target for terminated vested participants2018-12-31502,948
Active participant vested funding target2018-12-311,909,986
Number of active participants2018-12-3148
Total funding liabilities for active participants2018-12-312,244,980
Total participant count2018-12-31221
Total funding target for all participants2018-12-3111,573,520
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31197,833
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01231
Total number of active participants reported on line 7a of the Form 55002018-01-0145
Number of retired or separated participants receiving benefits2018-01-0193
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0144
Total participants2018-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-3112,117,518
Acturial value of plan assets2017-12-3112,398,427
Funding target for retired participants and beneficiaries receiving payment2017-12-318,665,656
Number of terminated vested participants2017-12-3133
Fundng target for terminated vested participants2017-12-31473,045
Active participant vested funding target2017-12-312,293,240
Number of active participants2017-12-3155
Total funding liabilities for active participants2017-12-312,642,545
Total participant count2017-12-31231
Total funding target for all participants2017-12-3111,781,246
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31192,539
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01234
Total number of active participants reported on line 7a of the Form 55002017-01-0155
Number of retired or separated participants receiving benefits2017-01-0199
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0144
Total participants2017-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-3112,326,771
Acturial value of plan assets2016-12-3113,044,616
Funding target for retired participants and beneficiaries receiving payment2016-12-319,015,563
Number of terminated vested participants2016-12-3133
Fundng target for terminated vested participants2016-12-31428,042
Active participant vested funding target2016-12-312,039,868
Number of active participants2016-12-3155
Total funding liabilities for active participants2016-12-312,346,666
Total participant count2016-12-31234
Total funding target for all participants2016-12-3111,790,271
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31176,494
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01238
Total number of active participants reported on line 7a of the Form 55002016-01-0155
Number of retired or separated participants receiving benefits2016-01-0195
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0148
Total participants2016-01-01234
2015: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01238
Total number of active participants reported on line 7a of the Form 55002015-01-0155
Number of retired or separated participants receiving benefits2015-01-01101
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0146
Total participants2015-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01242
Total number of active participants reported on line 7a of the Form 55002014-01-0159
Number of retired or separated participants receiving benefits2014-01-01105
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0147
Total participants2014-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01250
Total number of active participants reported on line 7a of the Form 55002013-01-0164
Number of retired or separated participants receiving benefits2013-01-01108
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0140
Total participants2013-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01256
Total number of active participants reported on line 7a of the Form 55002012-01-0166
Number of retired or separated participants receiving benefits2012-01-01109
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0143
Total participants2012-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01263
Total number of active participants reported on line 7a of the Form 55002011-01-0179
Number of retired or separated participants receiving benefits2011-01-01110
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0144
Total participants2011-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01268
Total number of active participants reported on line 7a of the Form 55002010-01-0179
Number of retired or separated participants receiving benefits2010-01-01107
Number of other retired or separated participants entitled to future benefits2010-01-0130
Total of all active and inactive participants2010-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0147
Total participants2010-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01272
Total number of active participants reported on line 7a of the Form 55002009-01-0187
Number of retired or separated participants receiving benefits2009-01-01106
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0145
Total participants2009-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES

Measure Date Value
2023 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,724,331
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$918,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$777,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$11,614,881
Value of total assets at beginning of year2023-12-31$10,809,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$141,621
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$266,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$266,887
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$8,964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$7,919
Other income not declared elsewhere2023-12-31$2,916
Administrative expenses (other) incurred2023-12-31$107,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$805,671
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,614,881
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$10,809,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$11,605,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$10,801,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,454,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$777,039
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2023-12-31390747409
2022 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,249,503
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$839,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$785,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$10,809,210
Value of total assets at beginning of year2022-12-31$13,898,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,683
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$260,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$260,346
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,784
Other income not declared elsewhere2022-12-31$3,294
Administrative expenses (other) incurred2022-12-31$53,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,088,939
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,809,210
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,898,149
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,801,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,892,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,513,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$785,753
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 name2022-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2022-12-31390747409
2021 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,609,320
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$837,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$785,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$13,898,149
Value of total assets at beginning of year2021-12-31$13,126,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,100
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$222,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$222,849
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,276
Other income not declared elsewhere2021-12-31$2,895
Administrative expenses (other) incurred2021-12-31$42,310
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$772,039
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,898,149
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,126,110
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$9,790
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,892,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,118,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,383,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Employer contributions (assets) at end of year2021-12-31$0
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$785,181
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 name2021-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2021-12-31390747409
2020 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,543,135
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$885,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$833,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$13,126,110
Value of total assets at beginning of year2020-12-31$12,468,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$51,966
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$208,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$208,245
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,276
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,152
Other income not declared elsewhere2020-12-31$2,528
Administrative expenses (other) incurred2020-12-31$34,456
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$657,908
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,126,110
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,468,202
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$17,510
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,118,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,460,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,332,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$833,261
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2020-12-31390747409
2019 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,213,863
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$991,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$885,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$12,468,202
Value of total assets at beginning of year2019-12-31$11,245,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$106,192
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$267,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$267,364
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$9,727
Other income not declared elsewhere2019-12-31$7,674
Administrative expenses (other) incurred2019-12-31$88,714
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$1,222,439
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,468,202
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,245,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$17,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,460,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,236,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,938,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$885,232
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2019-12-31390747409
2018 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-627,487
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,006,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$924,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$11,245,763
Value of total assets at beginning of year2018-12-31$12,879,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$81,589
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$261,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$261,036
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$9,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$11,706
Administrative expenses (other) incurred2018-12-31$81,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,633,611
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,245,763
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,879,374
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$11,236,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,867,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-888,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$924,535
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 name2018-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2018-12-31390747409
2017 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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$1,827,564
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,065,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$960,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$12,879,374
Value of total assets at beginning of year2017-12-31$12,117,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$105,264
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$253,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$253,357
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$11,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$11,460
Administrative expenses (other) incurred2017-12-31$105,264
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$761,856
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,879,374
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,117,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,867,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,106,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,574,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$960,444
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 name2017-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2017-12-31390747409
2016 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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$864,638
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,073,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$977,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$12,117,518
Value of total assets at beginning of year2016-12-31$12,326,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$96,127
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$253,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$253,936
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$11,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$12,970
Other income not declared elsewhere2016-12-31$2,011
Administrative expenses (other) incurred2016-12-31$96,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-209,253
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,117,518
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,326,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,106,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,313,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$608,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$977,764
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 name2016-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2016-12-31390747409
2015 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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$0
Total income from all sources (including contributions)2015-12-31$-138,599
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,094,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,012,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$12,326,771
Value of total assets at beginning of year2015-12-31$13,559,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$81,680
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$267,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$267,109
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$12,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10,804
Other income not declared elsewhere2015-12-31$171
Administrative expenses (other) incurred2015-12-31$81,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,232,761
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,326,771
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,559,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,313,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,859,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-405,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$689,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,012,482
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 name2015-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2015-12-31390747409
2014 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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$2,059,105
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,091,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,017,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,349,000
Value of total assets at end of year2014-12-31$13,559,532
Value of total assets at beginning of year2014-12-31$12,591,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$74,323
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$277,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$277,938
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,918
Administrative expenses (other) incurred2014-12-31$74,323
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$967,609
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,559,532
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,591,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,859,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,230,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$432,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$1,349,000
Employer contributions (assets) at end of year2014-12-31$689,000
Employer contributions (assets) at beginning of year2014-12-31$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,017,173
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 name2014-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2014-12-31390747409
2013 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,819,921
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,146,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,067,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$920,000
Value of total assets at end of year2013-12-31$12,591,923
Value of total assets at beginning of year2013-12-31$10,918,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,195
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$240,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$240,876
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$10,434
Other income not declared elsewhere2013-12-31$47
Administrative expenses (other) incurred2013-12-31$79,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,672,960
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,591,923
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,918,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,230,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,882,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,658,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$920,000
Employer contributions (assets) at end of year2013-12-31$350,000
Employer contributions (assets) at beginning of year2013-12-31$26,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,067,766
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 name2013-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2013-12-31390747409
2012 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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$2,118,759
Total loss/gain on sale of assets2012-12-31$-1,015
Total of all expenses incurred2012-12-31$1,159,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,081,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$785,000
Value of total assets at end of year2012-12-31$10,918,963
Value of total assets at beginning of year2012-12-31$9,959,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$77,292
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$261,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$261,712
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$57,532
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$10,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,083
Other income not declared elsewhere2012-12-31$5
Administrative expenses (other) incurred2012-12-31$77,292
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$959,505
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,918,963
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,959,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,882,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,050,596
Value of interest in common/collective trusts at beginning of year2012-12-31$399,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,045,739
Net investment gain or loss from common/collective trusts2012-12-31$27,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$785,000
Employer contributions (assets) at end of year2012-12-31$26,000
Employer contributions (assets) at beginning of year2012-12-31$444,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,081,962
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
Aggregate proceeds on sale of assets2012-12-31$56,517
Aggregate carrying amount (costs) on sale of assets2012-12-31$57,532
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 name2012-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2012-12-31390747409
2011 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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$996,569
Total loss/gain on sale of assets2011-12-31$1,424
Total of all expenses incurred2011-12-31$1,155,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,087,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,065,000
Value of total assets at end of year2011-12-31$9,959,458
Value of total assets at beginning of year2011-12-31$10,118,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,723
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$226,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$226,255
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$57,532
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$578,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$9,977
Other income not declared elsewhere2011-12-31$4,287
Administrative expenses (other) incurred2011-12-31$67,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-158,910
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,959,458
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,118,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,050,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,898,641
Value of interest in common/collective trusts at end of year2011-12-31$399,247
Value of interest in common/collective trusts at beginning of year2011-12-31$291,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-305,584
Net investment gain or loss from common/collective trusts2011-12-31$5,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$1,065,000
Employer contributions (assets) at end of year2011-12-31$444,000
Employer contributions (assets) at beginning of year2011-12-31$340,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,087,756
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
Aggregate proceeds on sale of assets2011-12-31$579,532
Aggregate carrying amount (costs) on sale of assets2011-12-31$578,108
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 name2011-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2011-12-31390747409
2010 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$24,508
Total unrealized appreciation/depreciation of assets2010-12-31$24,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,058,009
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,120,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,053,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$871,000
Value of total assets at end of year2010-12-31$10,118,368
Value of total assets at beginning of year2010-12-31$9,180,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$67,195
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$177,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$177,832
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$578,108
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$553,599
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$9,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$106,327
Other income not declared elsewhere2010-12-31$810
Administrative expenses (other) incurred2010-12-31$67,195
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$937,441
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,118,368
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,180,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,898,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,027,373
Value of interest in common/collective trusts at end of year2010-12-31$291,642
Value of interest in common/collective trusts at beginning of year2010-12-31$246,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$938,845
Net investment gain or loss from common/collective trusts2010-12-31$45,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$871,000
Employer contributions (assets) at end of year2010-12-31$340,000
Employer contributions (assets) at beginning of year2010-12-31$247,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,053,373
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 name2010-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2010-12-31390747409
2009 : UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES

2023: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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