Logo

FOWLER ELEVATOR, INC. 401(K) PLAN 401k Plan overview

Plan NameFOWLER ELEVATOR, INC. 401(K) PLAN
Plan identification number 001

FOWLER ELEVATOR, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FOWLER ELEVATOR, INC. has sponsored the creation of one or more 401k plans.

Company Name:FOWLER ELEVATOR, INC.
Employer identification number (EIN):431034317
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOWLER ELEVATOR, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-10-01AMANDA GUTHRIE2021-04-09
0012018-10-01AMANDA GUTHRIE2020-04-23
0012017-10-01AMANDA GUTHRIE2019-04-16
0012016-10-01AMANDA GUTHRIE2018-05-10
0012015-10-01AMANDA GUTHRIE2017-04-20
0012014-10-01AMANDA GUTHRIE
0012013-10-01AMANDA GUTHRIE
0012012-10-01AMANDA GUTHRIE
0012011-10-01AMANDA GUTHRIE
0012009-10-01AMANDA GUTHRIE
0012008-10-01AMANDA GUTHRIE

Plan Statistics for FOWLER ELEVATOR, INC. 401(K) PLAN

401k plan membership statisitcs for FOWLER ELEVATOR, INC. 401(K) PLAN

Measure Date Value
2014: FOWLER ELEVATOR, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0120
Total number of active participants reported on line 7a of the Form 55002014-10-0120
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0120
Number of participants with account balances2014-10-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: FOWLER ELEVATOR, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0122
Total number of active participants reported on line 7a of the Form 55002013-10-0120
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0120
Number of participants with account balances2013-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: FOWLER ELEVATOR, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0126
Total number of active participants reported on line 7a of the Form 55002012-10-0122
Number of retired or separated participants receiving benefits2012-10-012
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0124
Number of participants with account balances2012-10-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: FOWLER ELEVATOR, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0128
Total number of active participants reported on line 7a of the Form 55002011-10-0123
Number of retired or separated participants receiving benefits2011-10-012
Number of other retired or separated participants entitled to future benefits2011-10-011
Total of all active and inactive participants2011-10-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0126
Number of participants with account balances2011-10-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: FOWLER ELEVATOR, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0126
Total number of active participants reported on line 7a of the Form 55002009-10-0125
Number of retired or separated participants receiving benefits2009-10-011
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0126
Number of participants with account balances2009-10-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010
2008: FOWLER ELEVATOR, INC. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-10-0125
Total number of active participants reported on line 7a of the Form 55002008-10-0124
Number of retired or separated participants receiving benefits2008-10-010
Number of other retired or separated participants entitled to future benefits2008-10-010
Total of all active and inactive participants2008-10-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-10-010
Total participants2008-10-0124
Number of participants with account balances2008-10-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-10-010

Financial Data on FOWLER ELEVATOR, INC. 401(K) PLAN

Measure Date Value
2015 : FOWLER ELEVATOR, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-09-30$-3,163
Expenses. Total of all expenses incurred2015-09-30$47,431
Benefits paid (including direct rollovers)2015-09-30$47,381
Total plan assets at end of year2015-09-30$59,057
Total plan assets at beginning of year2015-09-30$109,651
Value of fidelity bond covering the plan2015-09-30$500,000
Other income received2015-09-30$-3,163
Net income (gross income less expenses)2015-09-30$-50,594
Net plan assets at end of year (total assets less liabilities)2015-09-30$59,057
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$109,651
Assets. Value of assets in partnership/joint-venture interests2015-09-30$2,400
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : FOWLER ELEVATOR, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-09-30$-25,285
Expenses. Total of all expenses incurred2014-09-30$50,258
Benefits paid (including direct rollovers)2014-09-30$50,153
Total plan assets at end of year2014-09-30$109,651
Total plan assets at beginning of year2014-09-30$185,194
Value of fidelity bond covering the plan2014-09-30$500,000
Total contributions received or receivable from participants2014-09-30$0
Other income received2014-09-30$-25,285
Net income (gross income less expenses)2014-09-30$-75,543
Net plan assets at end of year (total assets less liabilities)2014-09-30$109,651
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$185,194
Assets. Value of assets in partnership/joint-venture interests2014-09-30$28,409
Total contributions received or receivable from employer(s)2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : FOWLER ELEVATOR, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-09-30$7,875
Expenses. Total of all expenses incurred2013-09-30$902,362
Benefits paid (including direct rollovers)2013-09-30$901,562
Total plan assets at end of year2013-09-30$185,194
Total plan assets at beginning of year2013-09-30$1,079,681
Value of fidelity bond covering the plan2013-09-30$500,000
Total contributions received or receivable from participants2013-09-30$1,106
Other income received2013-09-30$6,050
Net income (gross income less expenses)2013-09-30$-894,487
Net plan assets at end of year (total assets less liabilities)2013-09-30$185,194
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,079,681
Assets. Value of assets in partnership/joint-venture interests2013-09-30$83,378
Total contributions received or receivable from employer(s)2013-09-30$719
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : FOWLER ELEVATOR, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-09-30$218,181
Expenses. Total of all expenses incurred2012-09-30$119,454
Benefits paid (including direct rollovers)2012-09-30$119,304
Total plan assets at end of year2012-09-30$1,079,681
Total plan assets at beginning of year2012-09-30$980,954
Value of fidelity bond covering the plan2012-09-30$500,000
Total contributions received or receivable from participants2012-09-30$45,601
Other income received2012-09-30$145,328
Net income (gross income less expenses)2012-09-30$98,727
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,079,681
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$980,954
Assets. Value of assets in partnership/joint-venture interests2012-09-30$138,914
Total contributions received or receivable from employer(s)2012-09-30$27,252
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : FOWLER ELEVATOR, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-09-30$53,089
Expenses. Total of all expenses incurred2011-09-30$0
Total plan assets at end of year2011-09-30$980,954
Total plan assets at beginning of year2011-09-30$927,865
Value of fidelity bond covering the plan2011-09-30$84,000
Total contributions received or receivable from participants2011-09-30$45,109
Other income received2011-09-30$-18,639
Net income (gross income less expenses)2011-09-30$53,089
Net plan assets at end of year (total assets less liabilities)2011-09-30$980,954
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$927,865
Assets. Value of assets in partnership/joint-venture interests2011-09-30$158,830
Total contributions received or receivable from employer(s)2011-09-30$26,619
2010 : FOWLER ELEVATOR, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-09-30$149,217
Expenses. Total of all expenses incurred2010-09-30$0
Total plan assets at end of year2010-09-30$927,865
Total plan assets at beginning of year2010-09-30$778,648
Value of fidelity bond covering the plan2010-09-30$84,000
Total contributions received or receivable from participants2010-09-30$41,101
Other income received2010-09-30$84,308
Net income (gross income less expenses)2010-09-30$149,217
Net plan assets at end of year (total assets less liabilities)2010-09-30$927,865
Net plan assets at beginning of year (total assets less liabilities)2010-09-30$778,648
Assets. Value of assets in partnership/joint-venture interests2010-09-30$200,492
Total contributions received or receivable from employer(s)2010-09-30$23,808

Form 5500 Responses for FOWLER ELEVATOR, INC. 401(K) PLAN

2014: FOWLER ELEVATOR, INC. 401(K) PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: FOWLER ELEVATOR, INC. 401(K) PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: FOWLER ELEVATOR, INC. 401(K) PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: FOWLER ELEVATOR, INC. 401(K) PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: FOWLER ELEVATOR, INC. 401(K) PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: FOWLER ELEVATOR, INC. 401(K) PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2008-10-01Plan funding arrangement – InsuranceYes
2008-10-01Plan funding arrangement – TrustYes
2008-10-01Plan benefit arrangement – InsuranceYes
2008-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number17136
Policy instance 1
Insurance contract or identification number17136
Number of Individuals Covered4
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number17136
Policy instance 1
Insurance contract or identification number17136
Number of Individuals Covered4
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number17136
Policy instance 1
Insurance contract or identification number17136
Number of Individuals Covered5
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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

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

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

See full terms and conditions

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