Plan Name | IRWIN STEEL, LLC PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | IRWIN STEEL, LLC |
Employer identification number (EIN): | 465760721 |
NAIC Classification: | 238100 |
Additional information about IRWIN STEEL, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2014-05-22 |
Company Identification Number: | 0801995254 |
Legal Registered Office Address: |
15740 SH 114 WEST JUSTIN United States of America (USA) 76247 |
More information about IRWIN STEEL, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-12-01 | ||||
002 | 2021-12-01 | ||||
002 | 2020-12-01 | ||||
002 | 2019-12-01 | ||||
002 | 2018-12-01 | ||||
002 | 2017-12-01 | ||||
002 | 2016-12-01 | JAMES IRWIN | |||
002 | 2015-12-01 | JAMES IRWIN | |||
002 | 2014-12-01 | JAMES IRWIN |
Measure | Date | Value |
---|---|---|
2022: IRWIN STEEL, LLC PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-12-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-12-01 | 152 |
Number of retired or separated participants receiving benefits | 2022-12-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-12-01 | 72 |
Total of all active and inactive participants | 2022-12-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-12-01 | 0 |
Total participants | 2022-12-01 | 225 |
Number of participants with account balances | 2022-12-01 | 199 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-12-01 | 5 |
2021: IRWIN STEEL, LLC PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-12-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 136 |
Number of retired or separated participants receiving benefits | 2021-12-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-12-01 | 78 |
Total of all active and inactive participants | 2021-12-01 | 216 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-12-01 | 1 |
Total participants | 2021-12-01 | 217 |
Number of participants with account balances | 2021-12-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-12-01 | 18 |
2020: IRWIN STEEL, LLC PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-12-01 | 200 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 154 |
Number of retired or separated participants receiving benefits | 2020-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 55 |
Total of all active and inactive participants | 2020-12-01 | 209 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-12-01 | 0 |
Total participants | 2020-12-01 | 209 |
Number of participants with account balances | 2020-12-01 | 204 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-12-01 | 8 |
2019: IRWIN STEEL, LLC PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-12-01 | 196 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 142 |
Number of retired or separated participants receiving benefits | 2019-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 52 |
Total of all active and inactive participants | 2019-12-01 | 194 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-12-01 | 0 |
Total participants | 2019-12-01 | 194 |
Number of participants with account balances | 2019-12-01 | 192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-12-01 | 11 |
2018: IRWIN STEEL, LLC PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-12-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 136 |
Number of retired or separated participants receiving benefits | 2018-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-12-01 | 40 |
Total of all active and inactive participants | 2018-12-01 | 176 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-12-01 | 1 |
Total participants | 2018-12-01 | 177 |
Number of participants with account balances | 2018-12-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-12-01 | 6 |
2017: IRWIN STEEL, LLC PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-12-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 115 |
Number of retired or separated participants receiving benefits | 2017-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-12-01 | 42 |
Total of all active and inactive participants | 2017-12-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-12-01 | 0 |
Total participants | 2017-12-01 | 157 |
Number of participants with account balances | 2017-12-01 | 157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-12-01 | 4 |
2016: IRWIN STEEL, LLC PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-12-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 115 |
Number of retired or separated participants receiving benefits | 2016-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-12-01 | 38 |
Total of all active and inactive participants | 2016-12-01 | 153 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-12-01 | 0 |
Total participants | 2016-12-01 | 153 |
Number of participants with account balances | 2016-12-01 | 153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-12-01 | 7 |
2015: IRWIN STEEL, LLC PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-12-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 117 |
Number of retired or separated participants receiving benefits | 2015-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-12-01 | 24 |
Total of all active and inactive participants | 2015-12-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-12-01 | 0 |
Total participants | 2015-12-01 | 141 |
Number of participants with account balances | 2015-12-01 | 141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-12-01 | 2 |
2014: IRWIN STEEL, LLC PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-12-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 104 |
Number of retired or separated participants receiving benefits | 2014-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-12-01 | 28 |
Total of all active and inactive participants | 2014-12-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-12-01 | 0 |
Total participants | 2014-12-01 | 132 |
Number of participants with account balances | 2014-12-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-12-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : IRWIN STEEL, LLC PROFIT SHARING PLAN 2023 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-11-30 | $-9,679 |
Total unrealized appreciation/depreciation of assets | 2023-11-30 | $-9,679 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-11-30 | $3,615 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-11-30 | $0 |
Total income from all sources (including contributions) | 2023-11-30 | $566,355 |
Total loss/gain on sale of assets | 2023-11-30 | $0 |
Total of all expenses incurred | 2023-11-30 | $280,088 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-11-30 | $267,578 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-11-30 | $350,000 |
Value of total assets at end of year | 2023-11-30 | $4,594,949 |
Value of total assets at beginning of year | 2023-11-30 | $4,305,067 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-11-30 | $12,510 |
Total interest from all sources | 2023-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-11-30 | $196,644 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-11-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-11-30 | $196,644 |
Administrative expenses professional fees incurred | 2023-11-30 | $12,510 |
Was this plan covered by a fidelity bond | 2023-11-30 | Yes |
Value of fidelity bond cover | 2023-11-30 | $465,000 |
If this is an individual account plan, was there a blackout period | 2023-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-11-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-11-30 | $400 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-11-30 | $0 |
Total non interest bearing cash at end of year | 2023-11-30 | $0 |
Total non interest bearing cash at beginning of year | 2023-11-30 | $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 | 2023-11-30 | No |
Value of net income/loss | 2023-11-30 | $286,267 |
Value of net assets at end of year (total assets less liabilities) | 2023-11-30 | $4,591,334 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-11-30 | $4,305,067 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-11-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-11-30 | $4,183,414 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-11-30 | $3,848,905 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-11-30 | $61,535 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-11-30 | $106,162 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-11-30 | $106,162 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-11-30 | $29,390 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-11-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-11-30 | No |
Contributions received in cash from employer | 2023-11-30 | $350,000 |
Employer contributions (assets) at end of year | 2023-11-30 | $350,000 |
Employer contributions (assets) at beginning of year | 2023-11-30 | $350,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-11-30 | $267,578 |
Liabilities. Value of benefit claims payable at end of year | 2023-11-30 | $3,215 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-11-30 | $0 |
Did the plan have assets held for investment | 2023-11-30 | 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 | 2023-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2023-11-30 | Unqualified |
Accountancy firm name | 2023-11-30 | MILBERN RAY & CO. |
Accountancy firm EIN | 2023-11-30 | 751793612 |
2022 : IRWIN STEEL, LLC PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-11-30 | $0 |
Total income from all sources (including contributions) | 2022-11-30 | $-99,235 |
Total loss/gain on sale of assets | 2022-11-30 | $0 |
Total of all expenses incurred | 2022-11-30 | $216,621 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-11-30 | $199,194 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-11-30 | $350,000 |
Value of total assets at end of year | 2022-11-30 | $4,305,067 |
Value of total assets at beginning of year | 2022-11-30 | $4,620,923 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-11-30 | $17,427 |
Total interest from all sources | 2022-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-11-30 | $86,564 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-11-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-11-30 | $86,564 |
Administrative expenses professional fees incurred | 2022-11-30 | $17,427 |
Was this plan covered by a fidelity bond | 2022-11-30 | Yes |
Value of fidelity bond cover | 2022-11-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-11-30 | No |
Total non interest bearing cash at end of year | 2022-11-30 | $0 |
Total non interest bearing cash at beginning of year | 2022-11-30 | $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 | 2022-11-30 | No |
Value of net income/loss | 2022-11-30 | $-315,856 |
Value of net assets at end of year (total assets less liabilities) | 2022-11-30 | $4,305,067 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-11-30 | $4,620,923 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-11-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-11-30 | $3,848,905 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-11-30 | $4,211,270 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-11-30 | $106,162 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-11-30 | $59,653 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-11-30 | $59,653 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-11-30 | $-535,799 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-11-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-11-30 | No |
Contributions received in cash from employer | 2022-11-30 | $350,000 |
Employer contributions (assets) at end of year | 2022-11-30 | $350,000 |
Employer contributions (assets) at beginning of year | 2022-11-30 | $350,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-11-30 | $199,194 |
Did the plan have assets held for investment | 2022-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-11-30 | Unqualified |
Accountancy firm name | 2022-11-30 | MILBERN RAY & CO. |
Accountancy firm EIN | 2022-11-30 | 751793612 |
2021 : IRWIN STEEL, LLC PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-11-30 | $0 |
Total income from all sources (including contributions) | 2021-11-30 | $773,123 |
Total loss/gain on sale of assets | 2021-11-30 | $0 |
Total of all expenses incurred | 2021-11-30 | $98,291 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-11-30 | $82,642 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-11-30 | $350,000 |
Value of total assets at end of year | 2021-11-30 | $4,620,923 |
Value of total assets at beginning of year | 2021-11-30 | $3,946,091 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-11-30 | $15,649 |
Total interest from all sources | 2021-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-11-30 | $112,333 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-11-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-11-30 | $112,333 |
Administrative expenses professional fees incurred | 2021-11-30 | $15,649 |
Was this plan covered by a fidelity bond | 2021-11-30 | Yes |
Value of fidelity bond cover | 2021-11-30 | $400,000 |
If this is an individual account plan, was there a blackout period | 2021-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-11-30 | No |
Other income not declared elsewhere | 2021-11-30 | $15 |
Total non interest bearing cash at end of year | 2021-11-30 | $0 |
Total non interest bearing cash at beginning of year | 2021-11-30 | $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 | 2021-11-30 | No |
Value of net income/loss | 2021-11-30 | $674,832 |
Value of net assets at end of year (total assets less liabilities) | 2021-11-30 | $4,620,923 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-11-30 | $3,946,091 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-11-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-11-30 | $4,211,270 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-11-30 | $3,519,834 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-11-30 | $59,653 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-11-30 | $76,257 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-11-30 | $76,257 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-11-30 | $310,775 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-11-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-11-30 | No |
Contributions received in cash from employer | 2021-11-30 | $350,000 |
Employer contributions (assets) at end of year | 2021-11-30 | $350,000 |
Employer contributions (assets) at beginning of year | 2021-11-30 | $350,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-11-30 | $82,642 |
Did the plan have assets held for investment | 2021-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-11-30 | Unqualified |
Accountancy firm name | 2021-11-30 | MILBERN RAY & CO. |
Accountancy firm EIN | 2021-11-30 | 751793612 |
2020 : IRWIN STEEL, LLC PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-11-30 | $0 |
Total income from all sources (including contributions) | 2020-11-30 | $628,249 |
Total loss/gain on sale of assets | 2020-11-30 | $0 |
Total of all expenses incurred | 2020-11-30 | $81,709 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-11-30 | $76,393 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-11-30 | $350,000 |
Value of total assets at end of year | 2020-11-30 | $3,946,091 |
Value of total assets at beginning of year | 2020-11-30 | $3,399,551 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-11-30 | $5,316 |
Total interest from all sources | 2020-11-30 | $796 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-11-30 | $124,380 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-11-30 | $124,380 |
Administrative expenses professional fees incurred | 2020-11-30 | $5,316 |
Was this plan covered by a fidelity bond | 2020-11-30 | Yes |
Value of fidelity bond cover | 2020-11-30 | $400,000 |
If this is an individual account plan, was there a blackout period | 2020-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-11-30 | No |
Other income not declared elsewhere | 2020-11-30 | $93 |
Total non interest bearing cash at end of year | 2020-11-30 | $0 |
Total non interest bearing cash at beginning of year | 2020-11-30 | $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 | 2020-11-30 | No |
Value of net income/loss | 2020-11-30 | $546,540 |
Value of net assets at end of year (total assets less liabilities) | 2020-11-30 | $3,946,091 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-11-30 | $3,399,551 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-11-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-11-30 | $3,519,834 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-11-30 | $2,930,718 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-11-30 | $76,257 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-11-30 | $118,833 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-11-30 | $118,833 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-11-30 | $796 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-11-30 | $152,980 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-11-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-11-30 | No |
Contributions received in cash from employer | 2020-11-30 | $350,000 |
Employer contributions (assets) at end of year | 2020-11-30 | $350,000 |
Employer contributions (assets) at beginning of year | 2020-11-30 | $350,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-11-30 | $76,393 |
Did the plan have assets held for investment | 2020-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-11-30 | Disclaimer |
Accountancy firm name | 2020-11-30 | MILBERN RAY & CO. |
Accountancy firm EIN | 2020-11-30 | 751793612 |
2019 : IRWIN STEEL, LLC PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-11-30 | $0 |
Total income from all sources (including contributions) | 2019-11-30 | $625,832 |
Total loss/gain on sale of assets | 2019-11-30 | $0 |
Total of all expenses incurred | 2019-11-30 | $72,384 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-11-30 | $67,002 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-11-30 | $350,000 |
Value of total assets at end of year | 2019-11-30 | $3,399,551 |
Value of total assets at beginning of year | 2019-11-30 | $2,846,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-11-30 | $5,382 |
Total interest from all sources | 2019-11-30 | $1,525 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-11-30 | $134,006 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-11-30 | $134,006 |
Administrative expenses professional fees incurred | 2019-11-30 | $5,382 |
Was this plan covered by a fidelity bond | 2019-11-30 | Yes |
Value of fidelity bond cover | 2019-11-30 | $400,000 |
If this is an individual account plan, was there a blackout period | 2019-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-11-30 | No |
Other income not declared elsewhere | 2019-11-30 | $2,006 |
Total non interest bearing cash at end of year | 2019-11-30 | $0 |
Total non interest bearing cash at beginning of year | 2019-11-30 | $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 | 2019-11-30 | No |
Value of net income/loss | 2019-11-30 | $553,448 |
Value of net assets at end of year (total assets less liabilities) | 2019-11-30 | $3,399,551 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-11-30 | $2,846,103 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-11-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-11-30 | $2,930,718 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-11-30 | $2,328,439 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-11-30 | $118,833 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-11-30 | $17,664 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-11-30 | $17,664 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-11-30 | $1,525 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-11-30 | $138,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-11-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-11-30 | No |
Contributions received in cash from employer | 2019-11-30 | $350,000 |
Employer contributions (assets) at end of year | 2019-11-30 | $350,000 |
Employer contributions (assets) at beginning of year | 2019-11-30 | $500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-11-30 | $67,002 |
Did the plan have assets held for investment | 2019-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-11-30 | Disclaimer |
Accountancy firm name | 2019-11-30 | MILBERN RAY & CO. |
Accountancy firm EIN | 2019-11-30 | 751793612 |
2018 : IRWIN STEEL, LLC PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-11-30 | $0 |
Total income from all sources (including contributions) | 2018-11-30 | $537,402 |
Total loss/gain on sale of assets | 2018-11-30 | $0 |
Total of all expenses incurred | 2018-11-30 | $58,274 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-11-30 | $53,527 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-11-30 | $500,000 |
Value of total assets at end of year | 2018-11-30 | $2,846,103 |
Value of total assets at beginning of year | 2018-11-30 | $2,366,975 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-11-30 | $4,747 |
Total interest from all sources | 2018-11-30 | $670 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-11-30 | $53,452 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-11-30 | $53,452 |
Administrative expenses professional fees incurred | 2018-11-30 | $4,747 |
Was this plan covered by a fidelity bond | 2018-11-30 | Yes |
Value of fidelity bond cover | 2018-11-30 | $236,698 |
If this is an individual account plan, was there a blackout period | 2018-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-11-30 | No |
Other income not declared elsewhere | 2018-11-30 | $3,792 |
Total non interest bearing cash at end of year | 2018-11-30 | $0 |
Total non interest bearing cash at beginning of year | 2018-11-30 | $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 | 2018-11-30 | No |
Value of net income/loss | 2018-11-30 | $479,128 |
Value of net assets at end of year (total assets less liabilities) | 2018-11-30 | $2,846,103 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-11-30 | $2,366,975 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-11-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-11-30 | $2,328,439 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-11-30 | $2,006,698 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-11-30 | $17,664 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-11-30 | $10,277 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-11-30 | $10,277 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-11-30 | $670 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-11-30 | $-20,512 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-11-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-11-30 | No |
Contributions received in cash from employer | 2018-11-30 | $500,000 |
Employer contributions (assets) at end of year | 2018-11-30 | $500,000 |
Employer contributions (assets) at beginning of year | 2018-11-30 | $350,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-11-30 | $53,527 |
Did the plan have assets held for investment | 2018-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-11-30 | Disclaimer |
Accountancy firm name | 2018-11-30 | MILBERN RAY & CO. |
Accountancy firm EIN | 2018-11-30 | 751793612 |
2017 : IRWIN STEEL, LLC PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-11-30 | $0 |
Total income from all sources (including contributions) | 2017-11-30 | $586,558 |
Total loss/gain on sale of assets | 2017-11-30 | $0 |
Total of all expenses incurred | 2017-11-30 | $22,494 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-11-30 | $22,269 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-11-30 | $350,000 |
Value of total assets at end of year | 2017-11-30 | $2,366,975 |
Value of total assets at beginning of year | 2017-11-30 | $1,802,911 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-11-30 | $225 |
Total interest from all sources | 2017-11-30 | $294 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-11-30 | $99,126 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-11-30 | $99,126 |
Administrative expenses professional fees incurred | 2017-11-30 | $225 |
Was this plan covered by a fidelity bond | 2017-11-30 | Yes |
Value of fidelity bond cover | 2017-11-30 | $141,385 |
If this is an individual account plan, was there a blackout period | 2017-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-11-30 | No |
Other income not declared elsewhere | 2017-11-30 | $4,247 |
Total non interest bearing cash at end of year | 2017-11-30 | $0 |
Total non interest bearing cash at beginning of year | 2017-11-30 | $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 | 2017-11-30 | No |
Value of net income/loss | 2017-11-30 | $564,064 |
Value of net assets at end of year (total assets less liabilities) | 2017-11-30 | $2,366,975 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-11-30 | $1,802,911 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-11-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-11-30 | $2,006,698 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-11-30 | $1,450,409 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-11-30 | $10,277 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-11-30 | $27,502 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-11-30 | $27,502 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-11-30 | $294 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-11-30 | $132,891 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-11-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-11-30 | No |
Contributions received in cash from employer | 2017-11-30 | $350,000 |
Employer contributions (assets) at end of year | 2017-11-30 | $350,000 |
Employer contributions (assets) at beginning of year | 2017-11-30 | $325,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-11-30 | $22,269 |
Did the plan have assets held for investment | 2017-11-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-11-30 | Disclaimer |
Accountancy firm name | 2017-11-30 | MILBERN RAY & CO. |
Accountancy firm EIN | 2017-11-30 | 751793612 |
2016 : IRWIN STEEL, LLC PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-11-30 | $0 |
Total income from all sources (including contributions) | 2016-11-30 | $403,125 |
Total loss/gain on sale of assets | 2016-11-30 | $0 |
Total of all expenses incurred | 2016-11-30 | $14,065 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-11-30 | $10,890 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-11-30 | $325,000 |
Value of total assets at end of year | 2016-11-30 | $1,802,911 |
Value of total assets at beginning of year | 2016-11-30 | $1,413,851 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-11-30 | $3,175 |
Total interest from all sources | 2016-11-30 | $141 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-11-30 | $67,189 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-11-30 | $67,189 |
Administrative expenses professional fees incurred | 2016-11-30 | $3,175 |
Was this plan covered by a fidelity bond | 2016-11-30 | No |
If this is an individual account plan, was there a blackout period | 2016-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-11-30 | No |
Other income not declared elsewhere | 2016-11-30 | $3,755 |
Total non interest bearing cash at end of year | 2016-11-30 | $0 |
Total non interest bearing cash at beginning of year | 2016-11-30 | $1,206 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-11-30 | No |
Value of net income/loss | 2016-11-30 | $389,060 |
Value of net assets at end of year (total assets less liabilities) | 2016-11-30 | $1,802,911 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-11-30 | $1,413,851 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-11-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-11-30 | $1,450,409 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-11-30 | $1,046,350 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-11-30 | $27,502 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-11-30 | $41,295 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-11-30 | $41,295 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-11-30 | $141 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-11-30 | $7,040 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-11-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-11-30 | No |
Contributions received in cash from employer | 2016-11-30 | $325,000 |
Employer contributions (assets) at end of year | 2016-11-30 | $325,000 |
Employer contributions (assets) at beginning of year | 2016-11-30 | $325,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-11-30 | $10,890 |
Did the plan have assets held for investment | 2016-11-30 | 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 | 2016-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-11-30 | Disclaimer |
Accountancy firm name | 2016-11-30 | MILBERN RAY & CO. |
Accountancy firm EIN | 2016-11-30 | 751793612 |
2015 : IRWIN STEEL, LLC PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-11-30 | $0 |
Total income from all sources (including contributions) | 2015-11-30 | $328,902 |
Total loss/gain on sale of assets | 2015-11-30 | $0 |
Total of all expenses incurred | 2015-11-30 | $82,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-11-30 | $78,703 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-11-30 | $325,000 |
Value of total assets at end of year | 2015-11-30 | $1,413,851 |
Value of total assets at beginning of year | 2015-11-30 | $1,167,214 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-11-30 | $3,562 |
Total interest from all sources | 2015-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-11-30 | $49,999 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-11-30 | $49,999 |
Administrative expenses professional fees incurred | 2015-11-30 | $3,562 |
Was this plan covered by a fidelity bond | 2015-11-30 | No |
If this is an individual account plan, was there a blackout period | 2015-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-11-30 | No |
Other income not declared elsewhere | 2015-11-30 | $2,756 |
Total non interest bearing cash at end of year | 2015-11-30 | $1,206 |
Total non interest bearing cash at beginning of year | 2015-11-30 | $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 | 2015-11-30 | No |
Value of net income/loss | 2015-11-30 | $246,637 |
Value of net assets at end of year (total assets less liabilities) | 2015-11-30 | $1,413,851 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-11-30 | $1,167,214 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-11-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-11-30 | $1,046,350 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-11-30 | $683,705 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-11-30 | $41,295 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-11-30 | $158,509 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-11-30 | $158,509 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-11-30 | $-48,853 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-11-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-11-30 | No |
Contributions received in cash from employer | 2015-11-30 | $325,000 |
Employer contributions (assets) at end of year | 2015-11-30 | $325,000 |
Employer contributions (assets) at beginning of year | 2015-11-30 | $325,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-11-30 | $78,703 |
Did the plan have assets held for investment | 2015-11-30 | 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 | 2015-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-11-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-11-30 | Disclaimer |
Accountancy firm name | 2015-11-30 | MILBERN RAY & CO. |
Accountancy firm EIN | 2015-11-30 | 751793612 |
2022: IRWIN STEEL, LLC PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-12-01 | Type of plan entity | Single employer plan |
2022-12-01 | Submission has been amended | No |
2022-12-01 | This submission is the final filing | No |
2022-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-12-01 | Plan is a collectively bargained plan | No |
2022-12-01 | Plan funding arrangement – Trust | Yes |
2022-12-01 | Plan benefit arrangement - Trust | Yes |
2021: IRWIN STEEL, LLC PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-12-01 | Type of plan entity | Single employer plan |
2021-12-01 | Submission has been amended | No |
2021-12-01 | This submission is the final filing | No |
2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-12-01 | Plan is a collectively bargained plan | No |
2021-12-01 | Plan funding arrangement – Trust | Yes |
2021-12-01 | Plan benefit arrangement - Trust | Yes |
2020: IRWIN STEEL, LLC PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-12-01 | Type of plan entity | Single employer plan |
2020-12-01 | Submission has been amended | No |
2020-12-01 | This submission is the final filing | No |
2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-12-01 | Plan is a collectively bargained plan | No |
2020-12-01 | Plan funding arrangement – Trust | Yes |
2020-12-01 | Plan benefit arrangement - Trust | Yes |
2019: IRWIN STEEL, LLC PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-12-01 | Type of plan entity | Single employer plan |
2019-12-01 | Submission has been amended | No |
2019-12-01 | This submission is the final filing | No |
2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-12-01 | Plan is a collectively bargained plan | No |
2019-12-01 | Plan funding arrangement – Trust | Yes |
2019-12-01 | Plan benefit arrangement - Trust | Yes |
2018: IRWIN STEEL, LLC PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-12-01 | Type of plan entity | Single employer plan |
2018-12-01 | Submission has been amended | No |
2018-12-01 | This submission is the final filing | No |
2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-12-01 | Plan is a collectively bargained plan | No |
2018-12-01 | Plan funding arrangement – Trust | Yes |
2018-12-01 | Plan benefit arrangement - Trust | Yes |
2017: IRWIN STEEL, LLC PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-12-01 | Type of plan entity | Single employer plan |
2017-12-01 | Submission has been amended | No |
2017-12-01 | This submission is the final filing | No |
2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-12-01 | Plan is a collectively bargained plan | No |
2017-12-01 | Plan funding arrangement – Trust | Yes |
2017-12-01 | Plan benefit arrangement - Trust | Yes |
2016: IRWIN STEEL, LLC PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-12-01 | Type of plan entity | Single employer plan |
2016-12-01 | Submission has been amended | No |
2016-12-01 | This submission is the final filing | No |
2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-12-01 | Plan is a collectively bargained plan | No |
2016-12-01 | Plan funding arrangement – Trust | Yes |
2016-12-01 | Plan benefit arrangement - Trust | Yes |
2015: IRWIN STEEL, LLC PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-12-01 | Type of plan entity | Single employer plan |
2015-12-01 | Submission has been amended | No |
2015-12-01 | This submission is the final filing | No |
2015-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-12-01 | Plan is a collectively bargained plan | No |
2015-12-01 | Plan funding arrangement – Trust | Yes |
2015-12-01 | Plan benefit arrangement - Trust | Yes |
2014: IRWIN STEEL, LLC PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-12-01 | Type of plan entity | Single employer plan |
2014-12-01 | Submission has been amended | No |
2014-12-01 | This submission is the final filing | No |
2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-12-01 | Plan is a collectively bargained plan | No |
2014-12-01 | Plan funding arrangement – Trust | Yes |
2014-12-01 | Plan benefit arrangement - Trust | Yes |