Plan Name | OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | OWEN INDUSTRIES, INC. |
Employer identification number (EIN): | 470618875 |
NAIC Classification: | 331110 |
NAIC Description: | Iron and Steel Mills and Ferroalloy Manufacturing |
Additional information about OWEN INDUSTRIES, INC.
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1992-12-09 |
Company Identification Number: | 162465 |
Legal Registered Office Address: |
501 AVENUE H CARTER LAKE United States of America (USA) 51510 |
More information about OWEN INDUSTRIES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-07-01 | ||||
001 | 2020-07-01 | ||||
001 | 2020-07-01 | ||||
001 | 2020-07-01 | ||||
001 | 2019-07-01 | ||||
001 | 2018-07-01 | ||||
001 | 2017-07-01 | ||||
001 | 2017-07-01 | ||||
001 | 2016-07-01 | DARREN BENNETT | DARREN BENNETT | 2018-03-28 | |
001 | 2015-07-01 | EDWARD KORBEL | EDWARD KORBEL | 2017-04-05 | |
001 | 2014-07-01 | EDWARD KORBEL | |||
001 | 2013-07-01 | OWEN INDUSTRIES, INC. | OWEN INDUSTRIES, INF. | 2015-03-02 | |
001 | 2012-07-01 | EDWARD G. KORBEL | EDWARD G. KORBEL | 2014-04-07 | |
001 | 2011-07-01 | BRADLEY C. JOHNSON | |||
001 | 2009-07-01 | BRAD JOHNSON | |||
001 | 2009-07-01 | BRAD JOHNSON | BRAD JOHNSON | 2010-12-30 | |
001 | 2009-07-01 | BRAD JOHNSON | |||
001 | 2009-07-01 | BRAD JOHNSON |
Measure | Date | Value |
---|---|---|
2021: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 534 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 405 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 81 |
Total of all active and inactive participants | 2021-07-01 | 497 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 497 |
Number of participants with account balances | 2021-07-01 | 458 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
2020: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 553 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 371 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 125 |
Total of all active and inactive participants | 2020-07-01 | 496 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 8 |
Total participants | 2020-07-01 | 504 |
Number of participants with account balances | 2020-07-01 | 497 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 48 |
2019: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 551 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 393 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 110 |
Total of all active and inactive participants | 2019-07-01 | 503 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 10 |
Total participants | 2019-07-01 | 513 |
Number of participants with account balances | 2019-07-01 | 511 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 23 |
2018: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 482 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 409 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 129 |
Total of all active and inactive participants | 2018-07-01 | 538 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 7 |
Total participants | 2018-07-01 | 545 |
Number of participants with account balances | 2018-07-01 | 542 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 22 |
2017: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 417 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 355 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 117 |
Total of all active and inactive participants | 2017-07-01 | 472 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 7 |
Total participants | 2017-07-01 | 479 |
Number of participants with account balances | 2017-07-01 | 474 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 31 |
2016: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-07-01 | 407 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 328 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 77 |
Total of all active and inactive participants | 2016-07-01 | 405 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 7 |
Total participants | 2016-07-01 | 412 |
Number of participants with account balances | 2016-07-01 | 409 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 7 |
2015: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 420 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 315 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 73 |
Total of all active and inactive participants | 2015-07-01 | 388 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 8 |
Total participants | 2015-07-01 | 396 |
Number of participants with account balances | 2015-07-01 | 382 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 12 |
2014: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 430 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 331 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 63 |
Total of all active and inactive participants | 2014-07-01 | 394 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 7 |
Total participants | 2014-07-01 | 401 |
Number of participants with account balances | 2014-07-01 | 394 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 8 |
2013: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 414 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 315 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 95 |
Total of all active and inactive participants | 2013-07-01 | 410 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 4 |
Total participants | 2013-07-01 | 414 |
Number of participants with account balances | 2013-07-01 | 409 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 7 |
2012: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 364 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 308 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 86 |
Total of all active and inactive participants | 2012-07-01 | 394 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 5 |
Total participants | 2012-07-01 | 399 |
Number of participants with account balances | 2012-07-01 | 395 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 9 |
2011: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 325 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 284 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 41 |
Total of all active and inactive participants | 2011-07-01 | 325 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 5 |
Total participants | 2011-07-01 | 330 |
Number of participants with account balances | 2011-07-01 | 328 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 10 |
2009: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 387 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 282 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 74 |
Total of all active and inactive participants | 2009-07-01 | 356 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 356 |
Number of participants with account balances | 2009-07-01 | 354 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 13 |
Measure | Date | Value |
---|---|---|
2022 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $21,114 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total income from all sources (including contributions) | 2022-06-30 | $-679,799 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $8,469,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $8,314,484 |
Expenses. Certain deemed distributions of participant loans | 2022-06-30 | $69,519 |
Value of total corrective distributions | 2022-06-30 | $12,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $2,806,019 |
Value of total assets at end of year | 2022-06-30 | $22,016,602 |
Value of total assets at beginning of year | 2022-06-30 | $31,145,113 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $73,643 |
Total interest from all sources | 2022-06-30 | $16,240 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $400,432 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $400,432 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $1,391,430 |
Participant contributions at end of year | 2022-06-30 | $416,403 |
Participant contributions at beginning of year | 2022-06-30 | $333,104 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $109,551 |
Other income not declared elsewhere | 2022-06-30 | $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 | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-9,149,625 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $21,995,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $31,145,113 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $16,600,942 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $25,836,359 |
Interest on participant loans | 2022-06-30 | $16,240 |
Value of interest in common/collective trusts at end of year | 2022-06-30 | $4,199,257 |
Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $4,975,650 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-3,507,049 |
Net investment gain or loss from common/collective trusts | 2022-06-30 | $-395,441 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $1,305,038 |
Employer contributions (assets) at end of year | 2022-06-30 | $800,000 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $8,314,484 |
Contract administrator fees | 2022-06-30 | $73,643 |
Liabilities. Value of benefit claims payable at end of year | 2022-06-30 | $21,114 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-06-30 | $0 |
Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Disclaimer |
Accountancy firm name | 2022-06-30 | BLACKMAN & ASSOCIATES |
Accountancy firm EIN | 2022-06-30 | 470813847 |
2021 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total income from all sources (including contributions) | 2021-06-30 | $8,660,318 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $4,401,877 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $4,273,681 |
Value of total corrective distributions | 2021-06-30 | $28,778 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $1,794,190 |
Value of total assets at end of year | 2021-06-30 | $31,145,113 |
Value of total assets at beginning of year | 2021-06-30 | $26,886,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $99,418 |
Total interest from all sources | 2021-06-30 | $21,092 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $272,722 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $272,722 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $1,275,126 |
Participant contributions at end of year | 2021-06-30 | $333,104 |
Participant contributions at beginning of year | 2021-06-30 | $410,516 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $38,683 |
Other income not declared elsewhere | 2021-06-30 | $2,155,890 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $4,258,441 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $31,145,113 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $26,886,672 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $25,836,359 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $22,078,928 |
Interest on participant loans | 2021-06-30 | $21,092 |
Value of interest in common/collective trusts at end of year | 2021-06-30 | $4,975,650 |
Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $4,397,228 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $3,290,847 |
Net investment gain or loss from common/collective trusts | 2021-06-30 | $1,125,577 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $480,381 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $4,273,681 |
Contract administrator fees | 2021-06-30 | $99,418 |
Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
Accountancy firm name | 2021-06-30 | BLACKMAN & ASSOCIATES |
Accountancy firm EIN | 2021-06-30 | 470813847 |
2020 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $3,516,033 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $3,741,646 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $3,641,160 |
Expenses. Certain deemed distributions of participant loans | 2020-06-30 | $2,376 |
Value of total corrective distributions | 2020-06-30 | $13,689 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $2,203,689 |
Value of total assets at end of year | 2020-06-30 | $26,886,672 |
Value of total assets at beginning of year | 2020-06-30 | $27,112,285 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $84,421 |
Total interest from all sources | 2020-06-30 | $21,425 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $73,162 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $73,162 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $1,221,398 |
Participant contributions at end of year | 2020-06-30 | $410,516 |
Participant contributions at beginning of year | 2020-06-30 | $348,279 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $91,217 |
Other income not declared elsewhere | 2020-06-30 | $10,513 |
Administrative expenses (other) incurred | 2020-06-30 | $84,421 |
Total non interest bearing cash at beginning of year | 2020-06-30 | $32 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $-225,613 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $26,886,672 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $27,112,285 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $22,078,928 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $19,082,937 |
Income. Interest from loans (other than to participants) | 2020-06-30 | $21,425 |
Value of interest in common/collective trusts at end of year | 2020-06-30 | $4,397,228 |
Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $7,681,037 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $1,224,671 |
Net investment gain or loss from common/collective trusts | 2020-06-30 | $-17,427 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $891,074 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $3,641,160 |
Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | BLACKMAN & ASSOCIATES |
Accountancy firm EIN | 2020-06-30 | 470813849 |
2019 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $4,358,880 |
Total loss/gain on sale of assets | 2019-06-30 | $-3,888 |
Total of all expenses incurred | 2019-06-30 | $3,147,066 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $3,048,990 |
Value of total corrective distributions | 2019-06-30 | $26,070 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $2,663,615 |
Value of total assets at end of year | 2019-06-30 | $27,112,285 |
Value of total assets at beginning of year | 2019-06-30 | $25,900,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $72,006 |
Total interest from all sources | 2019-06-30 | $16,833 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $69,510 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $68,770 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $1,174,721 |
Participant contributions at end of year | 2019-06-30 | $348,279 |
Participant contributions at beginning of year | 2019-06-30 | $343,745 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $592,333 |
Other income not declared elsewhere | 2019-06-30 | $907 |
Administrative expenses (other) incurred | 2019-06-30 | $72,006 |
Total non interest bearing cash at end of year | 2019-06-30 | $32 |
Total non interest bearing cash at beginning of year | 2019-06-30 | $87,990 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $1,211,814 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $27,112,285 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $25,900,471 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $19,082,937 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $19,450,131 |
Income. Interest from loans (other than to participants) | 2019-06-30 | $16,427 |
Interest earned on other investments | 2019-06-30 | $34 |
Value of interest in common/collective trusts at end of year | 2019-06-30 | $7,681,037 |
Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $6,018,605 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $372 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $1,154,809 |
Net investment gain or loss from common/collective trusts | 2019-06-30 | $457,094 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $896,561 |
Income. Dividends from common stock | 2019-06-30 | $740 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $3,048,990 |
Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Aggregate proceeds on sale of assets | 2019-06-30 | $537,136 |
Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $541,024 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | BLACKMAN & ASSOCIATES |
Accountancy firm EIN | 2019-06-30 | 470813849 |
2018 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total income from all sources (including contributions) | 2018-06-30 | $3,538,545 |
Total loss/gain on sale of assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $2,432,462 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $2,355,011 |
Value of total corrective distributions | 2018-06-30 | $16,425 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $1,533,804 |
Value of total assets at end of year | 2018-06-30 | $25,900,471 |
Value of total assets at beginning of year | 2018-06-30 | $24,794,388 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $61,026 |
Total interest from all sources | 2018-06-30 | $17,491 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $62,277 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $61,944 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $1,088,346 |
Participant contributions at end of year | 2018-06-30 | $343,745 |
Participant contributions at beginning of year | 2018-06-30 | $369,249 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $33,416 |
Other income not declared elsewhere | 2018-06-30 | $1,590 |
Administrative expenses (other) incurred | 2018-06-30 | $61,026 |
Total non interest bearing cash at end of year | 2018-06-30 | $87,990 |
Total non interest bearing cash at beginning of year | 2018-06-30 | $126,710 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $1,106,083 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $25,900,471 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $24,794,388 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $19,450,131 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $18,907,525 |
Interest on participant loans | 2018-06-30 | $17,303 |
Interest earned on other investments | 2018-06-30 | $13 |
Value of interest in common/collective trusts at end of year | 2018-06-30 | $6,018,605 |
Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $5,390,904 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $175 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $1,558,332 |
Net investment gain or loss from common/collective trusts | 2018-06-30 | $365,051 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $412,042 |
Income. Dividends from common stock | 2018-06-30 | $333 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $2,355,011 |
Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Aggregate proceeds on sale of assets | 2018-06-30 | $254,280 |
Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $254,280 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | BLACKMAN & ASSOCIATES |
Accountancy firm EIN | 2018-06-30 | 470813849 |
2017 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total income from all sources (including contributions) | 2017-06-30 | $3,969,200 |
Total loss/gain on sale of assets | 2017-06-30 | $-21 |
Total of all expenses incurred | 2017-06-30 | $3,415,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $3,347,576 |
Value of total corrective distributions | 2017-06-30 | $15,672 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $1,262,614 |
Value of total assets at end of year | 2017-06-30 | $24,794,388 |
Value of total assets at beginning of year | 2017-06-30 | $24,240,930 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $52,494 |
Total interest from all sources | 2017-06-30 | $15,678 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $98,823 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $98,823 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $884,961 |
Participant contributions at end of year | 2017-06-30 | $369,249 |
Participant contributions at beginning of year | 2017-06-30 | $357,360 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $36,538 |
Other income not declared elsewhere | 2017-06-30 | $2,599 |
Administrative expenses (other) incurred | 2017-06-30 | $52,494 |
Total non interest bearing cash at end of year | 2017-06-30 | $126,710 |
Total non interest bearing cash at beginning of year | 2017-06-30 | $829,761 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $553,458 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $24,794,388 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $24,240,930 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $18,907,525 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $21,466,846 |
Interest on participant loans | 2017-06-30 | $15,623 |
Value of interest in common/collective trusts at end of year | 2017-06-30 | $5,390,904 |
Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $1,586,780 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $55 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $2,496,612 |
Net investment gain or loss from common/collective trusts | 2017-06-30 | $92,895 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $341,115 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $3,347,576 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-06-30 | $183 |
Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Aggregate proceeds on sale of assets | 2017-06-30 | $847,359 |
Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $847,380 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | BLACKMAN & ASSOCIATES |
Accountancy firm EIN | 2017-06-30 | 470813849 |
2016 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $-119 |
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $-119 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total income from all sources (including contributions) | 2016-06-30 | $1,697,054 |
Total loss/gain on sale of assets | 2016-06-30 | $9,950 |
Total of all expenses incurred | 2016-06-30 | $2,369,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $2,313,586 |
Value of total corrective distributions | 2016-06-30 | $10,232 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $1,630,050 |
Value of total assets at end of year | 2016-06-30 | $24,240,930 |
Value of total assets at beginning of year | 2016-06-30 | $24,913,711 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $46,017 |
Total interest from all sources | 2016-06-30 | $14,361 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $129,596 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $128,832 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $824,811 |
Participant contributions at end of year | 2016-06-30 | $357,360 |
Participant contributions at beginning of year | 2016-06-30 | $323,305 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $61,689 |
Other income not declared elsewhere | 2016-06-30 | $118 |
Administrative expenses (other) incurred | 2016-06-30 | $46,017 |
Total non interest bearing cash at end of year | 2016-06-30 | $829,761 |
Total non interest bearing cash at beginning of year | 2016-06-30 | $253,441 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $-672,781 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $24,240,930 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $24,913,711 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $21,466,846 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $22,938,138 |
Interest on participant loans | 2016-06-30 | $14,309 |
Value of interest in common/collective trusts at end of year | 2016-06-30 | $1,586,780 |
Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $1,326,902 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $52 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-109,611 |
Net investment gain or loss from common/collective trusts | 2016-06-30 | $22,709 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $743,550 |
Income. Dividends from common stock | 2016-06-30 | $764 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $2,313,586 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-06-30 | $183 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-06-30 | $71,925 |
Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Aggregate proceeds on sale of assets | 2016-06-30 | $84,622 |
Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $74,672 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | BLACKMAN & ASSOCIATES |
Accountancy firm EIN | 2016-06-30 | 470813849 |
2015 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $-1,834 |
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $-1,834 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total income from all sources (including contributions) | 2015-06-30 | $2,234,465 |
Total loss/gain on sale of assets | 2015-06-30 | $3,898 |
Total of all expenses incurred | 2015-06-30 | $1,914,286 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $1,838,719 |
Value of total corrective distributions | 2015-06-30 | $36,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $1,366,659 |
Value of total assets at end of year | 2015-06-30 | $24,913,711 |
Value of total assets at beginning of year | 2015-06-30 | $24,593,532 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $38,716 |
Total interest from all sources | 2015-06-30 | $12,378 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $394,681 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $392,319 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $718,084 |
Participant contributions at end of year | 2015-06-30 | $323,305 |
Participant contributions at beginning of year | 2015-06-30 | $283,317 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-06-30 | $287,765 |
Other income not declared elsewhere | 2015-06-30 | $60,195 |
Administrative expenses (other) incurred | 2015-06-30 | $38,716 |
Total non interest bearing cash at end of year | 2015-06-30 | $253,441 |
Total non interest bearing cash at beginning of year | 2015-06-30 | $139 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $320,179 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $24,913,711 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $24,593,532 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $22,938,138 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $22,826,536 |
Interest on participant loans | 2015-06-30 | $12,352 |
Value of interest in common/collective trusts at end of year | 2015-06-30 | $1,326,902 |
Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $1,077,724 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $26 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $384,273 |
Net investment gain or loss from common/collective trusts | 2015-06-30 | $14,215 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $648,575 |
Income. Dividends from common stock | 2015-06-30 | $2,362 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $1,838,719 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-06-30 | $71,925 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-06-30 | $118,051 |
Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Aggregate proceeds on sale of assets | 2015-06-30 | $153,370 |
Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $149,472 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
Accountancy firm name | 2015-06-30 | BLACKMAN & ASSOCIATES |
Accountancy firm EIN | 2015-06-30 | 470813849 |
2014 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $13,299 |
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $13,299 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
Total income from all sources (including contributions) | 2014-06-30 | $4,656,560 |
Total loss/gain on sale of assets | 2014-06-30 | $-99 |
Total of all expenses incurred | 2014-06-30 | $1,614,110 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $1,567,376 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $1,266,196 |
Value of total assets at end of year | 2014-06-30 | $24,593,532 |
Value of total assets at beginning of year | 2014-06-30 | $21,551,082 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $46,734 |
Total interest from all sources | 2014-06-30 | $11,715 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $279,953 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $274,497 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $664,910 |
Participant contributions at end of year | 2014-06-30 | $283,317 |
Participant contributions at beginning of year | 2014-06-30 | $241,992 |
Assets. Other investments not covered elsewhere at end of year | 2014-06-30 | $287,765 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-06-30 | $392,861 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $46,037 |
Other income not declared elsewhere | 2014-06-30 | $969 |
Administrative expenses (other) incurred | 2014-06-30 | $46,734 |
Total non interest bearing cash at end of year | 2014-06-30 | $139 |
Total non interest bearing cash at beginning of year | 2014-06-30 | $89 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $3,042,450 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $24,593,532 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $21,551,082 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $22,826,536 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $19,920,869 |
Interest on participant loans | 2014-06-30 | $11,689 |
Value of interest in common/collective trusts at end of year | 2014-06-30 | $1,077,724 |
Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $893,570 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $26 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $3,074,895 |
Net investment gain or loss from common/collective trusts | 2014-06-30 | $9,632 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Contributions received in cash from employer | 2014-06-30 | $555,249 |
Income. Dividends from common stock | 2014-06-30 | $5,456 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $1,567,376 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-06-30 | $118,051 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-06-30 | $101,701 |
Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Aggregate proceeds on sale of assets | 2014-06-30 | $299,893 |
Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $299,992 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
Accountancy firm name | 2014-06-30 | BLACKMAN & ASSOCIATES |
Accountancy firm EIN | 2014-06-30 | 470813849 |
2013 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $-44 |
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $-44 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total income from all sources (including contributions) | 2013-06-30 | $3,823,083 |
Total loss/gain on sale of assets | 2013-06-30 | $0 |
Total of all expenses incurred | 2013-06-30 | $994,428 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $932,114 |
Value of total corrective distributions | 2013-06-30 | $7,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $1,578,436 |
Value of total assets at end of year | 2013-06-30 | $21,551,082 |
Value of total assets at beginning of year | 2013-06-30 | $18,722,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $55,134 |
Total interest from all sources | 2013-06-30 | $7,353 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $160,278 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $155,141 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $645,324 |
Participant contributions at end of year | 2013-06-30 | $241,992 |
Participant contributions at beginning of year | 2013-06-30 | $121,740 |
Participant contributions at beginning of year | 2013-06-30 | $2,610 |
Assets. Other investments not covered elsewhere at end of year | 2013-06-30 | $392,861 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-06-30 | $12,869,696 |
Other income not declared elsewhere | 2013-06-30 | $858 |
Administrative expenses (other) incurred | 2013-06-30 | $55,134 |
Total non interest bearing cash at end of year | 2013-06-30 | $89 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $2,828,655 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $21,551,082 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $18,722,427 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $19,920,869 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $4,942,243 |
Interest on participant loans | 2013-06-30 | $7,319 |
Interest earned on other investments | 2013-06-30 | $2 |
Value of interest in common/collective trusts at end of year | 2013-06-30 | $893,570 |
Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $786,138 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $32 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $2,065,386 |
Net investment gain or loss from common/collective trusts | 2013-06-30 | $10,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $933,112 |
Income. Dividends from common stock | 2013-06-30 | $5,137 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $932,114 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-06-30 | $101,701 |
Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
Accountancy firm name | 2013-06-30 | BLACKMAN & ASSOCIATES |
Accountancy firm EIN | 2013-06-30 | 470813849 |
2012 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total income from all sources (including contributions) | 2012-06-30 | $1,235,724 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $366,176 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $348,567 |
Value of total corrective distributions | 2012-06-30 | $11,177 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $1,174,208 |
Value of total assets at end of year | 2012-06-30 | $18,722,427 |
Value of total assets at beginning of year | 2012-06-30 | $17,852,879 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $6,432 |
Total interest from all sources | 2012-06-30 | $5,643 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $59,649 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $59,649 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $557,716 |
Participant contributions at end of year | 2012-06-30 | $121,740 |
Participant contributions at beginning of year | 2012-06-30 | $127,192 |
Participant contributions at end of year | 2012-06-30 | $2,610 |
Assets. Other investments not covered elsewhere at end of year | 2012-06-30 | $12,869,696 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-06-30 | $13,082,206 |
Other income not declared elsewhere | 2012-06-30 | $611 |
Administrative expenses (other) incurred | 2012-06-30 | $6,432 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $869,548 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $18,722,427 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $17,852,879 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $4,942,243 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $4,297,637 |
Interest on participant loans | 2012-06-30 | $5,615 |
Value of interest in common/collective trusts at end of year | 2012-06-30 | $786,138 |
Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $345,844 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $28 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-18,512 |
Net investment gain or loss from common/collective trusts | 2012-06-30 | $14,125 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $616,492 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $348,567 |
Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
Accountancy firm name | 2012-06-30 | BLACKMAN & ASSOCIATES |
Accountancy firm EIN | 2012-06-30 | 470813847 |
2011 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total income from all sources (including contributions) | 2011-06-30 | $4,050,943 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $1,000,922 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $976,421 |
Value of total corrective distributions | 2011-06-30 | $14,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $661,262 |
Value of total assets at end of year | 2011-06-30 | $17,852,879 |
Value of total assets at beginning of year | 2011-06-30 | $14,802,858 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $10,001 |
Total interest from all sources | 2011-06-30 | $5,134 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $16,069 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $16,069 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $490,750 |
Participant contributions at end of year | 2011-06-30 | $127,192 |
Participant contributions at beginning of year | 2011-06-30 | $132,587 |
Assets. Other investments not covered elsewhere at end of year | 2011-06-30 | $13,082,206 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-06-30 | $11,281,431 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $8,804 |
Other income not declared elsewhere | 2011-06-30 | $1,893 |
Administrative expenses (other) incurred | 2011-06-30 | $10,001 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $3,050,021 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $17,852,879 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $14,802,858 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $4,297,637 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $3,017,853 |
Interest on participant loans | 2011-06-30 | $5,134 |
Value of interest in common/collective trusts at end of year | 2011-06-30 | $345,844 |
Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $370,987 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $650,939 |
Net investment gain or loss from common/collective trusts | 2011-06-30 | $2,715,646 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $161,708 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $976,421 |
Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | BLACKMAN & ASSOCIATES |
Accountancy firm EIN | 2011-06-30 | 470813847 |
2010 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
2021: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2021 form 5500 responses | ||
---|---|---|
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2020 form 5500 responses | ||
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | Yes |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | Yes |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses | ||
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |