SIOUX CITY FOUNDRY CO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIOUX CITY FOUNDRY 401(K) PLAN
Measure | Date | Value |
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2022 : SIOUX CITY FOUNDRY 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-1,089,141 |
Total of all expenses incurred | 2022-12-31 | $1,308,828 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,257,840 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $313,380 |
Value of total assets at end of year | 2022-12-31 | $6,774,669 |
Value of total assets at beginning of year | 2022-12-31 | $9,172,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $50,988 |
Total interest from all sources | 2022-12-31 | $8,130 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $255,098 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $255,098 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $205,670 |
Participant contributions at end of year | 2022-12-31 | $132,097 |
Participant contributions at beginning of year | 2022-12-31 | $154,231 |
Participant contributions at end of year | 2022-12-31 | $3,526 |
Participant contributions at beginning of year | 2022-12-31 | $3,789 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $20,238 |
Total non interest bearing cash at end of year | 2022-12-31 | $2,032 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $1,522 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,397,969 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,774,669 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,172,638 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $50,988 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,324,703 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,648,392 |
Interest on participant loans | 2022-12-31 | $6,250 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $308,674 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $363,072 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $363,072 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,880 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,665,749 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $87,472 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,637 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,632 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,257,840 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HENJES CONNER & WILLIAMS PC |
Accountancy firm EIN | 2022-12-31 | 481292483 |
2021 : SIOUX CITY FOUNDRY 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $1,533,466 |
Total of all expenses incurred | 2021-12-31 | $1,541,076 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,485,092 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $356,317 |
Value of total assets at end of year | 2021-12-31 | $9,172,638 |
Value of total assets at beginning of year | 2021-12-31 | $9,180,248 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $55,984 |
Total interest from all sources | 2021-12-31 | $9,597 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $597,118 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $597,118 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $244,457 |
Participant contributions at end of year | 2021-12-31 | $154,231 |
Participant contributions at beginning of year | 2021-12-31 | $251,375 |
Participant contributions at end of year | 2021-12-31 | $3,789 |
Participant contributions at beginning of year | 2021-12-31 | $4,734 |
Total non interest bearing cash at end of year | 2021-12-31 | $1,522 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $967 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-7,610 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,172,638 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,180,248 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $55,984 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,648,392 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,518,157 |
Interest on participant loans | 2021-12-31 | $9,242 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $363,072 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $402,919 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $402,919 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $355 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $570,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $111,860 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,632 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,096 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,485,092 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HENJES CONNER & WILLIAMS PC |
Accountancy firm EIN | 2021-12-31 | 481292483 |
2020 : SIOUX CITY FOUNDRY 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $1,676,344 |
Total of all expenses incurred | 2020-12-31 | $928,808 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $888,928 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $593,838 |
Value of total assets at end of year | 2020-12-31 | $9,180,248 |
Value of total assets at beginning of year | 2020-12-31 | $8,432,712 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $39,880 |
Total interest from all sources | 2020-12-31 | $16,402 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $320,894 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $320,894 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $409,642 |
Participant contributions at end of year | 2020-12-31 | $251,375 |
Participant contributions at beginning of year | 2020-12-31 | $244,129 |
Participant contributions at end of year | 2020-12-31 | $4,734 |
Total non interest bearing cash at end of year | 2020-12-31 | $967 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $967 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $747,536 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,180,248 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,432,712 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $39,880 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,518,157 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,621,067 |
Interest on participant loans | 2020-12-31 | $14,189 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $402,919 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $566,294 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $566,294 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,213 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $745,210 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $184,196 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,096 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $255 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $888,928 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HENJES CONNER & WILLIAMS PC |
Accountancy firm EIN | 2020-12-31 | 481292483 |
2019 : SIOUX CITY FOUNDRY 401(K) PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $2,207,091 |
Total of all expenses incurred | 2019-12-31 | $1,128,957 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,094,026 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $618,152 |
Value of total assets at end of year | 2019-12-31 | $8,432,712 |
Value of total assets at beginning of year | 2019-12-31 | $7,354,578 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $34,931 |
Total interest from all sources | 2019-12-31 | $21,723 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $305,891 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $305,891 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $439,144 |
Participant contributions at end of year | 2019-12-31 | $244,129 |
Participant contributions at beginning of year | 2019-12-31 | $247,516 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,317 |
Total non interest bearing cash at end of year | 2019-12-31 | $967 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $16,821 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,078,134 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,432,712 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,354,578 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $34,931 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,621,067 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,769,997 |
Interest on participant loans | 2019-12-31 | $14,520 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $566,294 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $320,244 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $320,244 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $7,203 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,261,325 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $175,691 |
Employer contributions (assets) at end of year | 2019-12-31 | $255 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,094,026 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HENJES CONNER & WILLIAMS PC |
Accountancy firm EIN | 2019-12-31 | 481292483 |
2018 : SIOUX CITY FOUNDRY 401(K) PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $111,258 |
Total of all expenses incurred | 2018-12-31 | $1,056,413 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,027,124 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $624,968 |
Value of total assets at end of year | 2018-12-31 | $7,354,578 |
Value of total assets at beginning of year | 2018-12-31 | $8,299,733 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $29,289 |
Total interest from all sources | 2018-12-31 | $15,858 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $415,573 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $415,573 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $442,761 |
Participant contributions at end of year | 2018-12-31 | $247,516 |
Participant contributions at beginning of year | 2018-12-31 | $336,585 |
Participant contributions at beginning of year | 2018-12-31 | $7,957 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,967 |
Total non interest bearing cash at end of year | 2018-12-31 | $16,821 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $967 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-945,155 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,354,578 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,299,733 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $29,289 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,769,997 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $7,838,823 |
Interest on participant loans | 2018-12-31 | $14,444 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $320,244 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $112,004 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $112,004 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,414 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-945,141 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $180,240 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $3,397 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,027,124 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HENJES CONNER & WILLIAMS PC |
Accountancy firm EIN | 2018-12-31 | 481292483 |
2017 : SIOUX CITY FOUNDRY 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $1,987,340 |
Total of all expenses incurred | 2017-12-31 | $619,156 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $590,652 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $708,983 |
Value of total assets at end of year | 2017-12-31 | $8,299,733 |
Value of total assets at beginning of year | 2017-12-31 | $6,931,549 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $28,504 |
Total interest from all sources | 2017-12-31 | $14,327 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $380,299 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $380,299 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $465,643 |
Participant contributions at end of year | 2017-12-31 | $336,585 |
Participant contributions at beginning of year | 2017-12-31 | $333,429 |
Participant contributions at end of year | 2017-12-31 | $7,957 |
Participant contributions at beginning of year | 2017-12-31 | $8,368 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $54,755 |
Total non interest bearing cash at end of year | 2017-12-31 | $967 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $661 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,368,184 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $8,299,733 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,931,549 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $28,504 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $7,838,823 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,524,136 |
Interest on participant loans | 2017-12-31 | $13,917 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $112,004 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $61,470 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $61,470 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $410 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $883,731 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $188,585 |
Employer contributions (assets) at end of year | 2017-12-31 | $3,397 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $3,485 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $590,652 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HENJES CONNER & WILLIAMS PC |
Accountancy firm EIN | 2017-12-31 | 481292483 |
2016 : SIOUX CITY FOUNDRY 401(K) PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $275,402 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $275,402 |
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 | $1,320 |
Total income from all sources (including contributions) | 2016-12-31 | $1,212,595 |
Total loss/gain on sale of assets | 2016-12-31 | $70,233 |
Total of all expenses incurred | 2016-12-31 | $787,117 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $748,534 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $696,635 |
Value of total assets at end of year | 2016-12-31 | $6,931,549 |
Value of total assets at beginning of year | 2016-12-31 | $6,507,391 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $38,583 |
Total interest from all sources | 2016-12-31 | $13,008 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $112,118 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $451,872 |
Participant contributions at end of year | 2016-12-31 | $333,429 |
Participant contributions at beginning of year | 2016-12-31 | $345,001 |
Participant contributions at end of year | 2016-12-31 | $8,368 |
Participant contributions at beginning of year | 2016-12-31 | $6,648 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $58,057 |
Other income not declared elsewhere | 2016-12-31 | $45,199 |
Total non interest bearing cash at end of year | 2016-12-31 | $661 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $425,478 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,931,549 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,506,071 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $38,583 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,524,136 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,022,436 |
Interest on participant loans | 2016-12-31 | $13,008 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $61,470 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $130,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $130,145 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $186,706 |
Employer contributions (assets) at end of year | 2016-12-31 | $3,485 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,161 |
Income. Dividends from common stock | 2016-12-31 | $112,118 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $748,534 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $1,320 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $2,978,179 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $2,907,946 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HENJES, CONNER & WILLIAMS, PC |
Accountancy firm EIN | 2016-12-31 | 481292483 |
2015 : SIOUX CITY FOUNDRY 401(K) PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-460,886 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-460,886 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,320 |
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 | $605,614 |
Total loss/gain on sale of assets | 2015-12-31 | $95,291 |
Total of all expenses incurred | 2015-12-31 | $440,925 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $403,196 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $640,132 |
Value of total assets at end of year | 2015-12-31 | $6,507,391 |
Value of total assets at beginning of year | 2015-12-31 | $6,341,382 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $37,729 |
Total interest from all sources | 2015-12-31 | $14,033 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $103,540 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $434,273 |
Participant contributions at end of year | 2015-12-31 | $345,001 |
Participant contributions at beginning of year | 2015-12-31 | $363,205 |
Participant contributions at end of year | 2015-12-31 | $6,648 |
Participant contributions at beginning of year | 2015-12-31 | $7,358 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $21,560 |
Other income not declared elsewhere | 2015-12-31 | $213,504 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $164,689 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,506,071 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,341,382 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $37,729 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,022,436 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,817,602 |
Interest on participant loans | 2015-12-31 | $14,033 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $130,145 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $150,356 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $150,356 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $184,299 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,161 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,861 |
Income. Dividends from common stock | 2015-12-31 | $103,540 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $403,196 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $1,320 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $2,650,945 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $2,555,654 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HENJES, CONNER & WILLIAMS, PC |
Accountancy firm EIN | 2015-12-31 | 481292483 |
2014 : SIOUX CITY FOUNDRY 401(K) PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-493,890 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-493,890 |
Total income from all sources (including contributions) | 2014-12-31 | $880,253 |
Total loss/gain on sale of assets | 2014-12-31 | $418,975 |
Total of all expenses incurred | 2014-12-31 | $629,299 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $592,974 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $566,664 |
Value of total assets at end of year | 2014-12-31 | $6,341,382 |
Value of total assets at beginning of year | 2014-12-31 | $6,090,428 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $36,325 |
Total interest from all sources | 2014-12-31 | $13,253 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $101,752 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $363,777 |
Participant contributions at end of year | 2014-12-31 | $363,205 |
Participant contributions at beginning of year | 2014-12-31 | $275,019 |
Participant contributions at end of year | 2014-12-31 | $7,358 |
Participant contributions at beginning of year | 2014-12-31 | $7,666 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $44,049 |
Other income not declared elsewhere | 2014-12-31 | $273,499 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $250,954 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,341,382 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,090,428 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $36,325 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,817,602 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,538,037 |
Interest on participant loans | 2014-12-31 | $13,253 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $150,356 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $264,648 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $264,648 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $158,838 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,861 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $5,058 |
Income. Dividends from common stock | 2014-12-31 | $101,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $592,974 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $3,440,713 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $3,021,738 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HENJES, CONNER & WILLIAMS, PC |
Accountancy firm EIN | 2014-12-31 | 481292483 |
2013 : SIOUX CITY FOUNDRY 401(K) PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $676,765 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $676,765 |
Total income from all sources (including contributions) | 2013-12-31 | $1,523,509 |
Total loss/gain on sale of assets | 2013-12-31 | $232,720 |
Total of all expenses incurred | 2013-12-31 | $388,398 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $354,639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $450,688 |
Value of total assets at end of year | 2013-12-31 | $6,090,428 |
Value of total assets at beginning of year | 2013-12-31 | $4,955,317 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $33,759 |
Total interest from all sources | 2013-12-31 | $10,237 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $67,060 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $309,221 |
Participant contributions at end of year | 2013-12-31 | $275,019 |
Participant contributions at beginning of year | 2013-12-31 | $242,817 |
Participant contributions at end of year | 2013-12-31 | $7,666 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $8,007 |
Other income not declared elsewhere | 2013-12-31 | $86,039 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $9,432 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,135,111 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,090,428 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,955,317 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $33,759 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,538,037 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,397,411 |
Interest on participant loans | 2013-12-31 | $10,237 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $264,648 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $305,657 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $305,657 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $133,460 |
Employer contributions (assets) at end of year | 2013-12-31 | $5,058 |
Income. Dividends from common stock | 2013-12-31 | $67,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $354,639 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $1,887,463 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,654,743 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HENJES, CONNER & WILLIAMS, PC |
Accountancy firm EIN | 2013-12-31 | 481292483 |
2012 : SIOUX CITY FOUNDRY 401(K) PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $413,084 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $413,084 |
Total income from all sources (including contributions) | 2012-12-31 | $979,713 |
Total loss/gain on sale of assets | 2012-12-31 | $29,889 |
Total of all expenses incurred | 2012-12-31 | $115,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $84,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $383,775 |
Value of total assets at end of year | 2012-12-31 | $4,955,317 |
Value of total assets at beginning of year | 2012-12-31 | $4,091,025 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $30,566 |
Total interest from all sources | 2012-12-31 | $9,490 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $61,577 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $256,821 |
Participant contributions at end of year | 2012-12-31 | $242,817 |
Participant contributions at beginning of year | 2012-12-31 | $200,774 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $4,675 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $10,667 |
Other income not declared elsewhere | 2012-12-31 | $81,898 |
Total non interest bearing cash at end of year | 2012-12-31 | $9,432 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $20 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $864,292 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,955,317 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,091,025 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $30,566 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,397,411 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,676,330 |
Interest on participant loans | 2012-12-31 | $9,490 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $305,657 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $207,129 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $207,129 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $116,287 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,097 |
Income. Dividends from common stock | 2012-12-31 | $61,577 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $84,855 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $646,280 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $616,391 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HENJES, CONNER & WILLIAMS, PC |
Accountancy firm EIN | 2012-12-31 | 481292483 |
2011 : SIOUX CITY FOUNDRY 401(K) PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-150,178 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-150,178 |
Total income from all sources (including contributions) | 2011-12-31 | $384,994 |
Total loss/gain on sale of assets | 2011-12-31 | $-5,755 |
Total of all expenses incurred | 2011-12-31 | $230,603 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $210,370 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $365,731 |
Value of total assets at end of year | 2011-12-31 | $4,091,025 |
Value of total assets at beginning of year | 2011-12-31 | $3,936,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $20,233 |
Total interest from all sources | 2011-12-31 | $25,820 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $63,501 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $246,212 |
Participant contributions at end of year | 2011-12-31 | $200,774 |
Participant contributions at beginning of year | 2011-12-31 | $174,766 |
Participant contributions at end of year | 2011-12-31 | $4,675 |
Participant contributions at beginning of year | 2011-12-31 | $4,274 |
Other income not declared elsewhere | 2011-12-31 | $85,875 |
Total non interest bearing cash at end of year | 2011-12-31 | $20 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $154,391 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,091,025 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,936,634 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $20,233 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,676,330 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,535,792 |
Interest on participant loans | 2011-12-31 | $16,531 |
Income. Interest from US Government securities | 2011-12-31 | $9,289 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $207,129 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $211,105 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $211,105 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $8,635 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $119,519 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,097 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,062 |
Income. Dividends from common stock | 2011-12-31 | $63,501 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $210,370 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $646,892 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $652,647 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HENJES, CONNER & WILLIAMS, PC |
Accountancy firm EIN | 2011-12-31 | 481292483 |
2010 : SIOUX CITY FOUNDRY 401(K) PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $585,894 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $585,894 |
Total income from all sources (including contributions) | 2010-12-31 | $947,771 |
Total loss/gain on sale of assets | 2010-12-31 | $-144,543 |
Total of all expenses incurred | 2010-12-31 | $421,017 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $405,548 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $372,723 |
Value of total assets at end of year | 2010-12-31 | $3,936,634 |
Value of total assets at beginning of year | 2010-12-31 | $3,409,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $15,469 |
Total interest from all sources | 2010-12-31 | $16,276 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $39,340 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $239,460 |
Participant contributions at end of year | 2010-12-31 | $174,766 |
Participant contributions at beginning of year | 2010-12-31 | $130,645 |
Participant contributions at end of year | 2010-12-31 | $4,274 |
Participant contributions at beginning of year | 2010-12-31 | $3,894 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $19,429 |
Other income not declared elsewhere | 2010-12-31 | $78,081 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $526,754 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,936,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,409,880 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $15,469 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,535,792 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,708,829 |
Interest on participant loans | 2010-12-31 | $6,617 |
Income. Interest from US Government securities | 2010-12-31 | $9,659 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $211,105 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $280,849 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $280,849 |
Asset value of US Government securities at end of year | 2010-12-31 | $8,635 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $283,798 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $113,834 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,062 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,865 |
Income. Dividends from common stock | 2010-12-31 | $39,340 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $405,548 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $1,966,823 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $2,111,366 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HENJES, CONNER & WILLIAMS, PC |
Accountancy firm EIN | 2010-12-31 | 481292483 |