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OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan NameOWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN
Plan identification number 001

OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

OWEN INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012020-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012017-07-01
0012016-07-01DARREN BENNETT DARREN BENNETT2018-03-28
0012015-07-01EDWARD KORBEL EDWARD KORBEL2017-04-05
0012014-07-01EDWARD KORBEL
0012013-07-01OWEN INDUSTRIES, INC. OWEN INDUSTRIES, INF.2015-03-02
0012012-07-01EDWARD G. KORBEL EDWARD G. KORBEL2014-04-07
0012011-07-01BRADLEY C. JOHNSON
0012009-07-01BRAD JOHNSON
0012009-07-01BRAD JOHNSON BRAD JOHNSON2010-12-30
0012009-07-01BRAD JOHNSON
0012009-07-01BRAD JOHNSON

Plan Statistics for OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN

Measure Date Value
2021: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01534
Total number of active participants reported on line 7a of the Form 55002021-07-01405
Number of retired or separated participants receiving benefits2021-07-0111
Number of other retired or separated participants entitled to future benefits2021-07-0181
Total of all active and inactive participants2021-07-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01497
Number of participants with account balances2021-07-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01553
Total number of active participants reported on line 7a of the Form 55002020-07-01371
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01125
Total of all active and inactive participants2020-07-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-018
Total participants2020-07-01504
Number of participants with account balances2020-07-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0148
2019: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01551
Total number of active participants reported on line 7a of the Form 55002019-07-01393
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01110
Total of all active and inactive participants2019-07-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0110
Total participants2019-07-01513
Number of participants with account balances2019-07-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0123
2018: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01482
Total number of active participants reported on line 7a of the Form 55002018-07-01409
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01129
Total of all active and inactive participants2018-07-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-017
Total participants2018-07-01545
Number of participants with account balances2018-07-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0122
2017: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01417
Total number of active participants reported on line 7a of the Form 55002017-07-01355
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01117
Total of all active and inactive participants2017-07-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-017
Total participants2017-07-01479
Number of participants with account balances2017-07-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0131
2016: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01407
Total number of active participants reported on line 7a of the Form 55002016-07-01328
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0177
Total of all active and inactive participants2016-07-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-017
Total participants2016-07-01412
Number of participants with account balances2016-07-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-017
2015: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01420
Total number of active participants reported on line 7a of the Form 55002015-07-01315
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0173
Total of all active and inactive participants2015-07-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-018
Total participants2015-07-01396
Number of participants with account balances2015-07-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0112
2014: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01430
Total number of active participants reported on line 7a of the Form 55002014-07-01331
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0163
Total of all active and inactive participants2014-07-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-017
Total participants2014-07-01401
Number of participants with account balances2014-07-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-018
2013: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01414
Total number of active participants reported on line 7a of the Form 55002013-07-01315
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0195
Total of all active and inactive participants2013-07-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-014
Total participants2013-07-01414
Number of participants with account balances2013-07-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-017
2012: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01364
Total number of active participants reported on line 7a of the Form 55002012-07-01308
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0186
Total of all active and inactive participants2012-07-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-015
Total participants2012-07-01399
Number of participants with account balances2012-07-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
2011: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01325
Total number of active participants reported on line 7a of the Form 55002011-07-01284
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0141
Total of all active and inactive participants2011-07-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-015
Total participants2011-07-01330
Number of participants with account balances2011-07-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0110
2009: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01387
Total number of active participants reported on line 7a of the Form 55002009-07-01282
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0174
Total of all active and inactive participants2009-07-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01356
Number of participants with account balances2009-07-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0113

Financial Data on OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN

Measure Date Value
2022 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$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 assets2022-06-30$0
Total of all expenses incurred2022-06-30$8,469,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$8,314,484
Expenses. Certain deemed distributions of participant loans2022-06-30$69,519
Value of total corrective distributions2022-06-30$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 year2022-06-30$22,016,602
Value of total assets at beginning of year2022-06-30$31,145,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$73,643
Total interest from all sources2022-06-30$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 year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$400,432
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,391,430
Participant contributions at end of year2022-06-30$416,403
Participant contributions at beginning of year2022-06-30$333,104
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$109,551
Other income not declared elsewhere2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-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)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$16,600,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$25,836,359
Interest on participant loans2022-06-30$16,240
Value of interest in common/collective trusts at end of year2022-06-30$4,199,257
Value of interest in common/collective trusts at beginning of year2022-06-30$4,975,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,507,049
Net investment gain or loss from common/collective trusts2022-06-30$-395,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,305,038
Employer contributions (assets) at end of year2022-06-30$800,000
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$8,314,484
Contract administrator fees2022-06-30$73,643
Liabilities. Value of benefit claims payable at end of year2022-06-30$21,114
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30BLACKMAN & ASSOCIATES
Accountancy firm EIN2022-06-30470813847
2021 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$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 assets2021-06-30$0
Total of all expenses incurred2021-06-30$4,401,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$4,273,681
Value of total corrective distributions2021-06-30$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 year2021-06-30$31,145,113
Value of total assets at beginning of year2021-06-30$26,886,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$99,418
Total interest from all sources2021-06-30$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 year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$272,722
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,275,126
Participant contributions at end of year2021-06-30$333,104
Participant contributions at beginning of year2021-06-30$410,516
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$38,683
Other income not declared elsewhere2021-06-30$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 appraiser2021-06-30No
Value of net income/loss2021-06-30$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)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$25,836,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$22,078,928
Interest on participant loans2021-06-30$21,092
Value of interest in common/collective trusts at end of year2021-06-30$4,975,650
Value of interest in common/collective trusts at beginning of year2021-06-30$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 trusts2021-06-30$1,125,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$480,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$4,273,681
Contract administrator fees2021-06-30$99,418
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BLACKMAN & ASSOCIATES
Accountancy firm EIN2021-06-30470813847
2020 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$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 assets2020-06-30$0
Total of all expenses incurred2020-06-30$3,741,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,641,160
Expenses. Certain deemed distributions of participant loans2020-06-30$2,376
Value of total corrective distributions2020-06-30$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 year2020-06-30$26,886,672
Value of total assets at beginning of year2020-06-30$27,112,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$84,421
Total interest from all sources2020-06-30$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 year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$73,162
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,221,398
Participant contributions at end of year2020-06-30$410,516
Participant contributions at beginning of year2020-06-30$348,279
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$91,217
Other income not declared elsewhere2020-06-30$10,513
Administrative expenses (other) incurred2020-06-30$84,421
Total non interest bearing cash at beginning of year2020-06-30$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-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)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$22,078,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$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 year2020-06-30$4,397,228
Value of interest in common/collective trusts at beginning of year2020-06-30$7,681,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,224,671
Net investment gain or loss from common/collective trusts2020-06-30$-17,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$891,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,641,160
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BLACKMAN & ASSOCIATES
Accountancy firm EIN2020-06-30470813849
2019 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$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$4,358,880
Total loss/gain on sale of assets2019-06-30$-3,888
Total of all expenses incurred2019-06-30$3,147,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$3,048,990
Value of total corrective distributions2019-06-30$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 year2019-06-30$27,112,285
Value of total assets at beginning of year2019-06-30$25,900,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$72,006
Total interest from all sources2019-06-30$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 year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$68,770
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,174,721
Participant contributions at end of year2019-06-30$348,279
Participant contributions at beginning of year2019-06-30$343,745
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$592,333
Other income not declared elsewhere2019-06-30$907
Administrative expenses (other) incurred2019-06-30$72,006
Total non interest bearing cash at end of year2019-06-30$32
Total non interest bearing cash at beginning of year2019-06-30$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 appraiser2019-06-30No
Value of net income/loss2019-06-30$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)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$19,082,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$19,450,131
Income. Interest from loans (other than to participants)2019-06-30$16,427
Interest earned on other investments2019-06-30$34
Value of interest in common/collective trusts at end of year2019-06-30$7,681,037
Value of interest in common/collective trusts at beginning of year2019-06-30$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 trusts2019-06-30$457,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$896,561
Income. Dividends from common stock2019-06-30$740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$3,048,990
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$537,136
Aggregate carrying amount (costs) on sale of assets2019-06-30$541,024
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BLACKMAN & ASSOCIATES
Accountancy firm EIN2019-06-30470813849
2018 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$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 assets2018-06-30$0
Total of all expenses incurred2018-06-30$2,432,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,355,011
Value of total corrective distributions2018-06-30$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 year2018-06-30$25,900,471
Value of total assets at beginning of year2018-06-30$24,794,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$61,026
Total interest from all sources2018-06-30$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 year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$61,944
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,088,346
Participant contributions at end of year2018-06-30$343,745
Participant contributions at beginning of year2018-06-30$369,249
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$33,416
Other income not declared elsewhere2018-06-30$1,590
Administrative expenses (other) incurred2018-06-30$61,026
Total non interest bearing cash at end of year2018-06-30$87,990
Total non interest bearing cash at beginning of year2018-06-30$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 appraiser2018-06-30No
Value of net income/loss2018-06-30$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)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$19,450,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$18,907,525
Interest on participant loans2018-06-30$17,303
Interest earned on other investments2018-06-30$13
Value of interest in common/collective trusts at end of year2018-06-30$6,018,605
Value of interest in common/collective trusts at beginning of year2018-06-30$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 trusts2018-06-30$365,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$412,042
Income. Dividends from common stock2018-06-30$333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,355,011
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$254,280
Aggregate carrying amount (costs) on sale of assets2018-06-30$254,280
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BLACKMAN & ASSOCIATES
Accountancy firm EIN2018-06-30470813849
2017 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$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$3,969,200
Total loss/gain on sale of assets2017-06-30$-21
Total of all expenses incurred2017-06-30$3,415,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,347,576
Value of total corrective distributions2017-06-30$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 year2017-06-30$24,794,388
Value of total assets at beginning of year2017-06-30$24,240,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$52,494
Total interest from all sources2017-06-30$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 year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$98,823
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$884,961
Participant contributions at end of year2017-06-30$369,249
Participant contributions at beginning of year2017-06-30$357,360
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$36,538
Other income not declared elsewhere2017-06-30$2,599
Administrative expenses (other) incurred2017-06-30$52,494
Total non interest bearing cash at end of year2017-06-30$126,710
Total non interest bearing cash at beginning of year2017-06-30$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 appraiser2017-06-30No
Value of net income/loss2017-06-30$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)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$18,907,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$21,466,846
Interest on participant loans2017-06-30$15,623
Value of interest in common/collective trusts at end of year2017-06-30$5,390,904
Value of interest in common/collective trusts at beginning of year2017-06-30$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 trusts2017-06-30$92,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$341,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,347,576
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$183
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$847,359
Aggregate carrying amount (costs) on sale of assets2017-06-30$847,380
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BLACKMAN & ASSOCIATES
Accountancy firm EIN2017-06-30470813849
2016 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-119
Total unrealized appreciation/depreciation of assets2016-06-30$-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 assets2016-06-30$9,950
Total of all expenses incurred2016-06-30$2,369,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,313,586
Value of total corrective distributions2016-06-30$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 year2016-06-30$24,240,930
Value of total assets at beginning of year2016-06-30$24,913,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$46,017
Total interest from all sources2016-06-30$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 year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$128,832
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$824,811
Participant contributions at end of year2016-06-30$357,360
Participant contributions at beginning of year2016-06-30$323,305
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$61,689
Other income not declared elsewhere2016-06-30$118
Administrative expenses (other) incurred2016-06-30$46,017
Total non interest bearing cash at end of year2016-06-30$829,761
Total non interest bearing cash at beginning of year2016-06-30$253,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-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)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$21,466,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$22,938,138
Interest on participant loans2016-06-30$14,309
Value of interest in common/collective trusts at end of year2016-06-30$1,586,780
Value of interest in common/collective trusts at beginning of year2016-06-30$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 trusts2016-06-30$22,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$743,550
Income. Dividends from common stock2016-06-30$764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,313,586
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$183
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$71,925
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$84,622
Aggregate carrying amount (costs) on sale of assets2016-06-30$74,672
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BLACKMAN & ASSOCIATES
Accountancy firm EIN2016-06-30470813849
2015 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-1,834
Total unrealized appreciation/depreciation of assets2015-06-30$-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 assets2015-06-30$3,898
Total of all expenses incurred2015-06-30$1,914,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,838,719
Value of total corrective distributions2015-06-30$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 year2015-06-30$24,913,711
Value of total assets at beginning of year2015-06-30$24,593,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$38,716
Total interest from all sources2015-06-30$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 year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$392,319
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$718,084
Participant contributions at end of year2015-06-30$323,305
Participant contributions at beginning of year2015-06-30$283,317
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$287,765
Other income not declared elsewhere2015-06-30$60,195
Administrative expenses (other) incurred2015-06-30$38,716
Total non interest bearing cash at end of year2015-06-30$253,441
Total non interest bearing cash at beginning of year2015-06-30$139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$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)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$22,938,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$22,826,536
Interest on participant loans2015-06-30$12,352
Value of interest in common/collective trusts at end of year2015-06-30$1,326,902
Value of interest in common/collective trusts at beginning of year2015-06-30$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 trusts2015-06-30$14,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$648,575
Income. Dividends from common stock2015-06-30$2,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,838,719
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$71,925
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$118,051
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$153,370
Aggregate carrying amount (costs) on sale of assets2015-06-30$149,472
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BLACKMAN & ASSOCIATES
Accountancy firm EIN2015-06-30470813849
2014 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$13,299
Total unrealized appreciation/depreciation of assets2014-06-30$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$4,656,560
Total loss/gain on sale of assets2014-06-30$-99
Total of all expenses incurred2014-06-30$1,614,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$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 year2014-06-30$24,593,532
Value of total assets at beginning of year2014-06-30$21,551,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$46,734
Total interest from all sources2014-06-30$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 year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$274,497
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$664,910
Participant contributions at end of year2014-06-30$283,317
Participant contributions at beginning of year2014-06-30$241,992
Assets. Other investments not covered elsewhere at end of year2014-06-30$287,765
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$392,861
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$46,037
Other income not declared elsewhere2014-06-30$969
Administrative expenses (other) incurred2014-06-30$46,734
Total non interest bearing cash at end of year2014-06-30$139
Total non interest bearing cash at beginning of year2014-06-30$89
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$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)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$22,826,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$19,920,869
Interest on participant loans2014-06-30$11,689
Value of interest in common/collective trusts at end of year2014-06-30$1,077,724
Value of interest in common/collective trusts at beginning of year2014-06-30$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 trusts2014-06-30$9,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$555,249
Income. Dividends from common stock2014-06-30$5,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,567,376
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$118,051
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$101,701
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$299,893
Aggregate carrying amount (costs) on sale of assets2014-06-30$299,992
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BLACKMAN & ASSOCIATES
Accountancy firm EIN2014-06-30470813849
2013 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-44
Total unrealized appreciation/depreciation of assets2013-06-30$-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 assets2013-06-30$0
Total of all expenses incurred2013-06-30$994,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$932,114
Value of total corrective distributions2013-06-30$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 year2013-06-30$21,551,082
Value of total assets at beginning of year2013-06-30$18,722,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$55,134
Total interest from all sources2013-06-30$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 year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$155,141
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$645,324
Participant contributions at end of year2013-06-30$241,992
Participant contributions at beginning of year2013-06-30$121,740
Participant contributions at beginning of year2013-06-30$2,610
Assets. Other investments not covered elsewhere at end of year2013-06-30$392,861
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$12,869,696
Other income not declared elsewhere2013-06-30$858
Administrative expenses (other) incurred2013-06-30$55,134
Total non interest bearing cash at end of year2013-06-30$89
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$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)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$19,920,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,942,243
Interest on participant loans2013-06-30$7,319
Interest earned on other investments2013-06-30$2
Value of interest in common/collective trusts at end of year2013-06-30$893,570
Value of interest in common/collective trusts at beginning of year2013-06-30$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 trusts2013-06-30$10,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$933,112
Income. Dividends from common stock2013-06-30$5,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$932,114
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$101,701
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BLACKMAN & ASSOCIATES
Accountancy firm EIN2013-06-30470813849
2012 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$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 assets2012-06-30$0
Total of all expenses incurred2012-06-30$366,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$348,567
Value of total corrective distributions2012-06-30$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 year2012-06-30$18,722,427
Value of total assets at beginning of year2012-06-30$17,852,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$6,432
Total interest from all sources2012-06-30$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 year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$59,649
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$557,716
Participant contributions at end of year2012-06-30$121,740
Participant contributions at beginning of year2012-06-30$127,192
Participant contributions at end of year2012-06-30$2,610
Assets. Other investments not covered elsewhere at end of year2012-06-30$12,869,696
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$13,082,206
Other income not declared elsewhere2012-06-30$611
Administrative expenses (other) incurred2012-06-30$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 appraiser2012-06-30No
Value of net income/loss2012-06-30$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)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,942,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,297,637
Interest on participant loans2012-06-30$5,615
Value of interest in common/collective trusts at end of year2012-06-30$786,138
Value of interest in common/collective trusts at beginning of year2012-06-30$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 trusts2012-06-30$14,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$616,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$348,567
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BLACKMAN & ASSOCIATES
Accountancy firm EIN2012-06-30470813847
2011 : OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$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 assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,000,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$976,421
Value of total corrective distributions2011-06-30$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 year2011-06-30$17,852,879
Value of total assets at beginning of year2011-06-30$14,802,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$10,001
Total interest from all sources2011-06-30$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 year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$16,069
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$490,750
Participant contributions at end of year2011-06-30$127,192
Participant contributions at beginning of year2011-06-30$132,587
Assets. Other investments not covered elsewhere at end of year2011-06-30$13,082,206
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$11,281,431
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$8,804
Other income not declared elsewhere2011-06-30$1,893
Administrative expenses (other) incurred2011-06-30$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 appraiser2011-06-30No
Value of net income/loss2011-06-30$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)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,297,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,017,853
Interest on participant loans2011-06-30$5,134
Value of interest in common/collective trusts at end of year2011-06-30$345,844
Value of interest in common/collective trusts at beginning of year2011-06-30$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 trusts2011-06-30$2,715,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$161,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$976,421
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BLACKMAN & ASSOCIATES
Accountancy firm EIN2011-06-30470813847
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 securities2010-06-30$0

Form 5500 Responses for OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN

2021: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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