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STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameSTROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:METALS, INC.
Employer identification number (EIN):521564428
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01
0012015-10-01
0012014-10-01K.V. ALBERT
0012013-10-01K.V. ALBERT
0012012-10-01K.V. ALBERT
0012012-10-01K.V. ALBERT
0012011-10-01K.V. ALBERT
0012010-10-01KARL ALBERT

Plan Statistics for STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2015: STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0140
Total number of active participants reported on line 7a of the Form 55002015-10-0113
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0125
Total of all active and inactive participants2015-10-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0138
Number of participants with account balances2015-10-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0147
Total number of active participants reported on line 7a of the Form 55002014-10-0126
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0115
Total of all active and inactive participants2014-10-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0141
Number of participants with account balances2014-10-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0152
Total number of active participants reported on line 7a of the Form 55002013-10-0131
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0120
Total of all active and inactive participants2013-10-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0151
Number of participants with account balances2013-10-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0154
Total number of active participants reported on line 7a of the Form 55002012-10-0137
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0116
Total of all active and inactive participants2012-10-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0153
Number of participants with account balances2012-10-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0159
Total number of active participants reported on line 7a of the Form 55002011-10-0137
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0117
Total of all active and inactive participants2011-10-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0154
Number of participants with account balances2011-10-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0169
Total number of active participants reported on line 7a of the Form 55002010-10-0144
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0115
Total of all active and inactive participants2010-10-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0159
Number of participants with account balances2010-10-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010

Financial Data on STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016 : STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Transfers to/from the plan2016-09-30$0
Total plan liabilities at end of year2016-09-30$6,414
Total plan liabilities at beginning of year2016-09-30$6,414
Total income from all sources2016-09-30$2,768
Expenses. Total of all expenses incurred2016-09-30$37,653
Benefits paid (including direct rollovers)2016-09-30$37,653
Total plan assets at end of year2016-09-30$460,774
Total plan assets at beginning of year2016-09-30$495,659
Value of fidelity bond covering the plan2016-09-30$250,000
Total contributions received or receivable from participants2016-09-30$0
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$2,768
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$-34,885
Net plan assets at end of year (total assets less liabilities)2016-09-30$454,360
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$489,245
Assets. Value of employer securities2016-09-30$454,359
Total contributions received or receivable from employer(s)2016-09-30$0
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$6,414
Total plan liabilities at beginning of year2015-09-30$18,961
Total income from all sources2015-09-30$139,046
Expenses. Total of all expenses incurred2015-09-30$48,525
Benefits paid (including direct rollovers)2015-09-30$48,525
Total plan assets at end of year2015-09-30$495,659
Total plan assets at beginning of year2015-09-30$417,685
Value of fidelity bond covering the plan2015-09-30$250,000
Total contributions received or receivable from participants2015-09-30$0
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$139,046
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$90,521
Net plan assets at end of year (total assets less liabilities)2015-09-30$489,245
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$398,724
Assets. Value of employer securities2015-09-30$489,636
Total contributions received or receivable from employer(s)2015-09-30$0
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$6,414
Total plan liabilities at beginning of year2014-09-30$6,414
Total income from all sources2014-09-30$7,600
Expenses. Total of all expenses incurred2014-09-30$0
Benefits paid (including direct rollovers)2014-09-30$0
Total plan assets at end of year2014-09-30$616,280
Total plan assets at beginning of year2014-09-30$608,680
Value of fidelity bond covering the plan2014-09-30$250,000
Total contributions received or receivable from participants2014-09-30$0
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$7,600
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$7,600
Net plan assets at end of year (total assets less liabilities)2014-09-30$609,866
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$602,266
Assets. Value of employer securities2014-09-30$609,866
Total contributions received or receivable from employer(s)2014-09-30$0
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$6,414
Total plan liabilities at beginning of year2013-09-30$6,414
Total income from all sources2013-09-30$0
Expenses. Total of all expenses incurred2013-09-30$31,421
Benefits paid (including direct rollovers)2013-09-30$31,421
Total plan assets at end of year2013-09-30$450,458
Total plan assets at beginning of year2013-09-30$481,879
Value of fidelity bond covering the plan2013-09-30$250,000
Total contributions received or receivable from participants2013-09-30$0
Expenses. Other expenses not covered elsewhere2013-09-30$0
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$0
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$-31,421
Net plan assets at end of year (total assets less liabilities)2013-09-30$444,044
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$475,465
Assets. Value of employer securities2013-09-30$450,073
Total contributions received or receivable from employer(s)2013-09-30$0
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total plan liabilities at end of year2012-09-30$6,414
Total plan liabilities at beginning of year2012-09-30$6,414
Total income from all sources2012-09-30$-165,201
Expenses. Total of all expenses incurred2012-09-30$77,796
Benefits paid (including direct rollovers)2012-09-30$77,796
Total plan assets at end of year2012-09-30$481,879
Total plan assets at beginning of year2012-09-30$724,876
Value of fidelity bond covering the plan2012-09-30$250,000
Total contributions received or receivable from participants2012-09-30$0
Expenses. Other expenses not covered elsewhere2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$-165,201
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$-242,997
Net plan assets at end of year (total assets less liabilities)2012-09-30$475,465
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$718,462
Assets. Value of employer securities2012-09-30$475,798
Total contributions received or receivable from employer(s)2012-09-30$0
Value of certain deemed distributions of participant loans2012-09-30$0
Value of corrective distributions2012-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$0
Total plan liabilities at end of year2011-09-30$6,414
Total plan liabilities at beginning of year2011-09-30$6,414
Total income from all sources2011-09-30$-151,016
Expenses. Total of all expenses incurred2011-09-30$135,143
Benefits paid (including direct rollovers)2011-09-30$135,143
Total plan assets at end of year2011-09-30$724,876
Total plan assets at beginning of year2011-09-30$1,011,035
Value of fidelity bond covering the plan2011-09-30$250,000
Total contributions received or receivable from participants2011-09-30$0
Expenses. Other expenses not covered elsewhere2011-09-30$0
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-151,016
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$-286,159
Net plan assets at end of year (total assets less liabilities)2011-09-30$718,462
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,004,621
Assets. Value of employer securities2011-09-30$718,829
Total contributions received or receivable from employer(s)2011-09-30$0
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0

Form 5500 Responses for STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2015: STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: STROMBERG SHEET METALS WORKS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes

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