SUNNEN PRODUCTS COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUNNEN EMPLOYEES' PROFIT-SHARING PLAN AND TRUST
401k plan membership statisitcs for SUNNEN EMPLOYEES' PROFIT-SHARING PLAN AND TRUST
Measure | Date | Value |
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2017 : SUNNEN EMPLOYEES' PROFIT-SHARING PLAN AND TRUST 2017 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2017-07-06 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-07-06 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-07-06 | $0 |
Total transfer of assets to this plan | 2017-07-06 | $0 |
Total transfer of assets from this plan | 2017-07-06 | $97,041,780 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-06 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-06 | $0 |
Expenses. Interest paid | 2017-07-06 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-07-06 | $0 |
Total income from all sources (including contributions) | 2017-07-06 | $8,718,230 |
Total loss/gain on sale of assets | 2017-07-06 | $0 |
Total of all expenses incurred | 2017-07-06 | $5,164,477 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-07-06 | $5,130,702 |
Expenses. Certain deemed distributions of participant loans | 2017-07-06 | $0 |
Value of total corrective distributions | 2017-07-06 | $12,630 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-07-06 | $926,582 |
Value of total assets at end of year | 2017-07-06 | $0 |
Value of total assets at beginning of year | 2017-07-06 | $93,488,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-07-06 | $21,145 |
Total income from rents | 2017-07-06 | $0 |
Total interest from all sources | 2017-07-06 | $4,105 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-07-06 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-07-06 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-07-06 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-07-06 | $0 |
Assets. Real estate other than employer real property at end of year | 2017-07-06 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2017-07-06 | $0 |
Administrative expenses professional fees incurred | 2017-07-06 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-07-06 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-07-06 | $0 |
Was this plan covered by a fidelity bond | 2017-07-06 | Yes |
Value of fidelity bond cover | 2017-07-06 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-07-06 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-07-06 | No |
Contributions received from participants | 2017-07-06 | $749,849 |
Participant contributions at end of year | 2017-07-06 | $0 |
Participant contributions at beginning of year | 2017-07-06 | $253,554 |
Participant contributions at end of year | 2017-07-06 | $0 |
Participant contributions at beginning of year | 2017-07-06 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-07-06 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-07-06 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-07-06 | $176,733 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-07-06 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-07-06 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-07-06 | $0 |
Assets. Loans (other than to participants) at end of year | 2017-07-06 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2017-07-06 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-07-06 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-07-06 | $0 |
Other income not declared elsewhere | 2017-07-06 | $0 |
Administrative expenses (other) incurred | 2017-07-06 | $13,685 |
Liabilities. Value of operating payables at end of year | 2017-07-06 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-07-06 | $0 |
Total non interest bearing cash at end of year | 2017-07-06 | $0 |
Total non interest bearing cash at beginning of year | 2017-07-06 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-07-06 | No |
Income. Non cash contributions | 2017-07-06 | $0 |
Value of net income/loss | 2017-07-06 | $3,553,753 |
Value of net assets at end of year (total assets less liabilities) | 2017-07-06 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-07-06 | $93,488,027 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-07-06 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-07-06 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-07-06 | No |
Assets. partnership/joint venture interests at end of year | 2017-07-06 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2017-07-06 | $0 |
Investment advisory and management fees | 2017-07-06 | $7,460 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-07-06 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-07-06 | $0 |
Value of interest in pooled separate accounts at end of year | 2017-07-06 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-07-06 | $0 |
Interest on participant loans | 2017-07-06 | $4,105 |
Income. Interest from loans (other than to participants) | 2017-07-06 | $0 |
Interest earned on other investments | 2017-07-06 | $0 |
Income. Interest from US Government securities | 2017-07-06 | $0 |
Income. Interest from corporate debt instruments | 2017-07-06 | $0 |
Value of interest in master investment trust accounts at end of year | 2017-07-06 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2017-07-06 | $93,234,473 |
Value of interest in common/collective trusts at end of year | 2017-07-06 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-07-06 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-07-06 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-07-06 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-07-06 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-07-06 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-07-06 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-07-06 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-07-06 | $0 |
Asset value of US Government securities at end of year | 2017-07-06 | $0 |
Asset value of US Government securities at beginning of year | 2017-07-06 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-07-06 | $-1 |
Net investment gain/loss from pooled separate accounts | 2017-07-06 | $0 |
Net investment gain or loss from common/collective trusts | 2017-07-06 | $0 |
Net gain/loss from 103.12 investment entities | 2017-07-06 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-07-06 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-07-06 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-07-06 | No |
Assets. Invements in employer securities at end of year | 2017-07-06 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-07-06 | $0 |
Assets. Value of employer real property at end of year | 2017-07-06 | $0 |
Assets. Value of employer real property at beginning of year | 2017-07-06 | $0 |
Contributions received in cash from employer | 2017-07-06 | $0 |
Employer contributions (assets) at end of year | 2017-07-06 | $0 |
Employer contributions (assets) at beginning of year | 2017-07-06 | $0 |
Income. Dividends from preferred stock | 2017-07-06 | $0 |
Income. Dividends from common stock | 2017-07-06 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-07-06 | $5,130,702 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-07-06 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-07-06 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-07-06 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-07-06 | $0 |
Contract administrator fees | 2017-07-06 | $0 |
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 | 2017-07-06 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-07-06 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-07-06 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2017-07-06 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-07-06 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-07-06 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-07-06 | $0 |
Did the plan have assets held for investment | 2017-07-06 | No |
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 | 2017-07-06 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-07-06 | Yes |
Aggregate proceeds on sale of assets | 2017-07-06 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-07-06 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-07-06 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-07-06 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-07-06 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-07-06 | Disclaimer |
Accountancy firm name | 2017-07-06 | UHY LLP |
Accountancy firm EIN | 2017-07-06 | 200694403 |
2016 : SUNNEN EMPLOYEES' PROFIT-SHARING PLAN AND TRUST 2016 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $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 |
Expenses. Interest paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $6,286,304 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $8,149,667 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,022,361 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $26,398 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,404,504 |
Value of total assets at end of year | 2016-12-31 | $93,488,027 |
Value of total assets at beginning of year | 2016-12-31 | $95,351,390 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $100,908 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $9,086 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2016-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $0 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
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 | $1,350,722 |
Participant contributions at end of year | 2016-12-31 | $253,554 |
Participant contributions at beginning of year | 2016-12-31 | $287,700 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $53,782 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $41,912 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $-1,863,363 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $93,488,027 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $95,351,390 |
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 |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $58,996 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $9,086 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $93,234,473 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $95,063,690 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Asset value of US Government securities at end of year | 2016-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Assets. Value of employer real property at end of year | 2016-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $0 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,022,361 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
Contract administrator fees | 2016-12-31 | $0 |
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 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
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 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $0 |
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 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
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 | UHY LLP |
Accountancy firm EIN | 2016-12-31 | 200694403 |
2015 : SUNNEN EMPLOYEES' PROFIT-SHARING PLAN AND TRUST 2015 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $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 |
Expenses. Interest paid | 2015-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,362,234 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $4,272,246 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,175,798 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $21,046 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,552,902 |
Value of total assets at end of year | 2015-12-31 | $95,351,390 |
Value of total assets at beginning of year | 2015-12-31 | $97,261,402 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $75,402 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $10,097 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2015-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $0 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
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 | $1,450,675 |
Participant contributions at end of year | 2015-12-31 | $287,700 |
Participant contributions at beginning of year | 2015-12-31 | $311,504 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $102,227 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $-2,590 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $-1,910,012 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $95,351,390 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $97,261,402 |
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 |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $77,992 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $10,097 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $95,063,690 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $96,052,174 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Asset value of US Government securities at end of year | 2015-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Assets. Value of employer real property at end of year | 2015-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $0 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $897,724 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,175,798 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $0 |
Contract administrator fees | 2015-12-31 | $0 |
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 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation 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 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
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 | UHY LLP |
Accountancy firm EIN | 2015-12-31 | 200694403 |
2014 : SUNNEN EMPLOYEES' PROFIT-SHARING PLAN AND TRUST 2014 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $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 |
Expenses. Interest paid | 2014-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $8,485,529 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $7,905,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,842,273 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,729,468 |
Value of total assets at end of year | 2014-12-31 | $97,261,402 |
Value of total assets at beginning of year | 2014-12-31 | $96,681,578 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $63,432 |
Total income from rents | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $10,894 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2014-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
Administrative expenses professional fees incurred | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
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 | $1,411,497 |
Participant contributions at end of year | 2014-12-31 | $311,504 |
Participant contributions at beginning of year | 2014-12-31 | $329,327 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $420,247 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $-2,989 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $579,824 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $97,261,402 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $96,681,578 |
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 |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
Investment advisory and management fees | 2014-12-31 | $66,421 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $10,894 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $0 |
Income. Interest from US Government securities | 2014-12-31 | $0 |
Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $96,052,174 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $95,517,642 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Assets. Value of employer real property at end of year | 2014-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $897,724 |
Employer contributions (assets) at end of year | 2014-12-31 | $897,724 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $834,609 |
Income. Dividends from preferred stock | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $7,842,273 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
Contract administrator fees | 2014-12-31 | $0 |
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 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $0 |
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 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
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 | UHY LLP |
Accountancy firm EIN | 2014-12-31 | 200694403 |
2013 : SUNNEN EMPLOYEES' PROFIT-SHARING PLAN AND TRUST 2013 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $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 |
Expenses. Interest paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $16,491,516 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $4,821,937 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,759,925 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,035,255 |
Value of total assets at end of year | 2013-12-31 | $96,681,578 |
Value of total assets at beginning of year | 2013-12-31 | $85,011,999 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $62,012 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $10,707 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
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 | $1,175,627 |
Participant contributions at end of year | 2013-12-31 | $329,327 |
Participant contributions at beginning of year | 2013-12-31 | $357,899 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $25,019 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $-8,803 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $11,669,579 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $96,681,578 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $85,011,999 |
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 |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $70,815 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $10,707 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $95,517,642 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $81,674,147 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Assets. Value of employer real property at end of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $834,609 |
Employer contributions (assets) at end of year | 2013-12-31 | $834,609 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,979,953 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,759,925 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Contract administrator fees | 2013-12-31 | $0 |
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 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
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 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
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 | UHY LLP |
Accountancy firm EIN | 2013-12-31 | 200694403 |
2012 : SUNNEN EMPLOYEES' PROFIT-SHARING PLAN AND TRUST 2012 401k financial data |
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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 | $11,407,630 |
Total of all expenses incurred | 2012-12-31 | $2,293,478 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,301,427 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $248 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,096,128 |
Value of total assets at end of year | 2012-12-31 | $85,011,999 |
Value of total assets at beginning of year | 2012-12-31 | $75,897,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $-8,197 |
Total interest from all sources | 2012-12-31 | $11,115 |
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 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,108,474 |
Participant contributions at end of year | 2012-12-31 | $357,899 |
Participant contributions at beginning of year | 2012-12-31 | $290,931 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $7,701 |
Administrative expenses (other) incurred | 2012-12-31 | $-17,124 |
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 | $9,114,152 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $85,011,999 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $75,897,847 |
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 | $8,927 |
Interest on participant loans | 2012-12-31 | $11,115 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $81,674,147 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $72,300,191 |
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 | $2,979,953 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,979,953 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $3,306,725 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,301,427 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | UHY LLP |
Accountancy firm EIN | 2012-12-31 | 200694403 |
2011 : SUNNEN EMPLOYEES' PROFIT-SHARING PLAN AND TRUST 2011 401k financial data |
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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 | $4,650,731 |
Total of all expenses incurred | 2011-12-31 | $4,662,607 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,654,442 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,377,828 |
Value of total assets at end of year | 2011-12-31 | $75,897,847 |
Value of total assets at beginning of year | 2011-12-31 | $75,909,723 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,165 |
Total interest from all sources | 2011-12-31 | $10,896 |
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 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,009,819 |
Participant contributions at end of year | 2011-12-31 | $290,931 |
Participant contributions at beginning of year | 2011-12-31 | $296,195 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $61,274 |
Administrative expenses (other) incurred | 2011-12-31 | $2,010 |
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 | $-11,876 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $75,897,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $75,909,723 |
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 | $6,155 |
Interest on participant loans | 2011-12-31 | $10,896 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $72,300,191 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $73,669,121 |
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 | $3,306,735 |
Employer contributions (assets) at end of year | 2011-12-31 | $3,306,725 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,944,407 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,654,442 |
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 |
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 | UHY LLP |
Accountancy firm EIN | 2011-12-31 | 200694403 |
2010 : SUNNEN EMPLOYEES' PROFIT-SHARING PLAN AND TRUST 2010 401k financial data |
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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 | $10,342,913 |
Total of all expenses incurred | 2010-12-31 | $5,385,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,381,768 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,752,397 |
Value of total assets at end of year | 2010-12-31 | $75,909,723 |
Value of total assets at beginning of year | 2010-12-31 | $70,952,356 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,778 |
Total interest from all sources | 2010-12-31 | $10,486 |
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 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $802,961 |
Participant contributions at end of year | 2010-12-31 | $296,195 |
Participant contributions at beginning of year | 2010-12-31 | $242,702 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $5,029 |
Administrative expenses (other) incurred | 2010-12-31 | $1,420 |
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 | $4,957,367 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $75,909,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $70,952,356 |
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 | $2,358 |
Interest on participant loans | 2010-12-31 | $10,486 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $73,669,121 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $70,028,199 |
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 | $1,944,407 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,944,407 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $681,455 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,381,768 |
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 |
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 | UHY LLP |
Accountancy firm EIN | 2010-12-31 | 200694403 |
2009 : SUNNEN EMPLOYEES' PROFIT-SHARING PLAN AND TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |