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THE DONALDSON GROUP 401(K) PLAN 401k Plan overview

Plan NameTHE DONALDSON GROUP 401(K) PLAN
Plan identification number 001

THE DONALDSON GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE DONALDSON GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE DONALDSON GROUP, LLC
Employer identification number (EIN):522135284
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE DONALDSON GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01JANET DIGUISEPPE
0012016-01-01JANET DIGUISEPPE
0012015-01-01JANET DIGUISEPPE
0012014-01-01JANET DIGUISEPPE
0012013-01-01JANET DIGUISEPPE
0012012-01-01JANET DIGUISEPPE
0012012-01-01JANET DIGUISEPPE
0012011-01-01SUSANNAH WHEELOCK
0012009-01-01SUSANNAH WHEELOCK
0012009-01-01SUSANNAH WHEELOCK

Plan Statistics for THE DONALDSON GROUP 401(K) PLAN

401k plan membership statisitcs for THE DONALDSON GROUP 401(K) PLAN

Measure Date Value
2022: THE DONALDSON GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01329
Total number of active participants reported on line 7a of the Form 55002022-01-01204
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01242
Number of participants with account balances2022-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE DONALDSON GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01287
Total number of active participants reported on line 7a of the Form 55002021-01-01194
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01241
Number of participants with account balances2021-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE DONALDSON GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01299
Total number of active participants reported on line 7a of the Form 55002020-01-01236
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01287
Number of participants with account balances2020-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE DONALDSON GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01478
Total number of active participants reported on line 7a of the Form 55002019-01-01262
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01299
Number of participants with account balances2019-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE DONALDSON GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01378
Total number of active participants reported on line 7a of the Form 55002018-01-01300
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01184
Total of all active and inactive participants2018-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01484
Number of participants with account balances2018-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE DONALDSON GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01373
Total number of active participants reported on line 7a of the Form 55002017-01-01243
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01136
Total of all active and inactive participants2017-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01381
Number of participants with account balances2017-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE DONALDSON GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01410
Total number of active participants reported on line 7a of the Form 55002016-01-01265
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0199
Total of all active and inactive participants2016-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01366
Number of participants with account balances2016-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE DONALDSON GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01448
Total number of active participants reported on line 7a of the Form 55002015-01-01280
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01114
Total of all active and inactive participants2015-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01396
Number of participants with account balances2015-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE DONALDSON GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01442
Total number of active participants reported on line 7a of the Form 55002014-01-01288
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0179
Total of all active and inactive participants2014-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01368
Number of participants with account balances2014-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE DONALDSON GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01326
Total number of active participants reported on line 7a of the Form 55002013-01-01370
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01439
Number of participants with account balances2013-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE DONALDSON GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01269
Total number of active participants reported on line 7a of the Form 55002012-01-01279
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01326
Number of participants with account balances2012-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE DONALDSON GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01358
Total number of active participants reported on line 7a of the Form 55002011-01-01220
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01269
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE DONALDSON GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01259
Total number of active participants reported on line 7a of the Form 55002009-01-01340
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01357
Number of participants with account balances2009-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE DONALDSON GROUP 401(K) PLAN

Measure Date Value
2022 : THE DONALDSON GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-298,419
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$427,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$363,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$543,802
Value of total assets at end of year2022-12-31$4,192,975
Value of total assets at beginning of year2022-12-31$4,918,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,969
Total interest from all sources2022-12-31$7,071
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$14,681
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$520,674
Participant contributions at end of year2022-12-31$92,255
Participant contributions at beginning of year2022-12-31$148,517
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$22,754
Other income not declared elsewhere2022-12-31$685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-725,735
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,192,975
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,918,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$21,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$868,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$972,420
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,274
Interest on participant loans2022-12-31$6,146
Interest earned on other investments2022-12-31$925
Value of interest in common/collective trusts at end of year2022-12-31$3,175,060
Value of interest in common/collective trusts at beginning of year2022-12-31$3,751,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$57,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$43,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-136,939
Net investment gain/loss from pooled separate accounts2022-12-31$-121
Net investment gain or loss from common/collective trusts2022-12-31$-727,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$363,347
Contract administrator fees2022-12-31$42,754
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31E COHEN & COMPANY
Accountancy firm EIN2022-12-31521754364
2021 : THE DONALDSON GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,383,480
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$919,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$841,636
Expenses. Certain deemed distributions of participant loans2021-12-31$4,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$685,599
Value of total assets at end of year2021-12-31$4,918,710
Value of total assets at beginning of year2021-12-31$4,454,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,304
Total interest from all sources2021-12-31$11,068
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$14,035
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$554,403
Participant contributions at end of year2021-12-31$148,517
Participant contributions at beginning of year2021-12-31$225,974
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$131,196
Other income not declared elsewhere2021-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$464,005
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,918,710
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,454,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$22,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$972,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,280,499
Value of interest in pooled separate accounts at end of year2021-12-31$3,274
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$10,449
Interest earned on other investments2021-12-31$619
Value of interest in common/collective trusts at end of year2021-12-31$3,751,350
Value of interest in common/collective trusts at beginning of year2021-12-31$2,910,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$43,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$38,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$199,008
Net investment gain/loss from pooled separate accounts2021-12-31$765
Net investment gain or loss from common/collective trusts2021-12-31$472,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$841,636
Contract administrator fees2021-12-31$50,628
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31E COHEN & COMPANY
Accountancy firm EIN2021-12-31521754364
2020 : THE DONALDSON GROUP 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,170,285
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$447,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$384,925
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$644,313
Value of total assets at end of year2020-12-31$4,454,705
Value of total assets at beginning of year2020-12-31$3,732,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,784
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$12,737
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$12,272
Administrative expenses professional fees incurred2020-12-31$2,343
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$570,739
Participant contributions at end of year2020-12-31$225,974
Participant contributions at beginning of year2020-12-31$192,933
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$57,904
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$4
Other income not declared elsewhere2020-12-31$4,393
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$722,576
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,454,705
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,732,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$16,795
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,280,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$985,709
Interest on participant loans2020-12-31$12,063
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$674
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,910,198
Value of interest in common/collective trusts at beginning of year2020-12-31$2,514,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$38,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$39,421
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$195,891
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$300,679
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$15,670
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$384,921
Contract administrator fees2020-12-31$43,646
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31E COHEN & COMPANY
Accountancy firm EIN2020-12-31521754364
2019 : THE DONALDSON GROUP 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,293,125
Total income from all sources (including contributions)2019-12-31$1,293,125
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$603,091
Total of all expenses incurred2019-12-31$603,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$531,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$531,733
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$11,425
Value of total corrective distributions2019-12-31$11,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$590,082
Value of total assets at end of year2019-12-31$3,732,129
Value of total assets at end of year2019-12-31$3,732,129
Value of total assets at beginning of year2019-12-31$3,042,095
Value of total assets at beginning of year2019-12-31$3,042,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,933
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$9,401
Total interest from all sources2019-12-31$9,401
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,643
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$11,643
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$11,643
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$553,235
Participant contributions at end of year2019-12-31$192,933
Participant contributions at end of year2019-12-31$192,933
Participant contributions at beginning of year2019-12-31$137,906
Participant contributions at beginning of year2019-12-31$137,906
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$36,847
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$5,778
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$5,778
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$129
Other income not declared elsewhere2019-12-31$129
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$690,034
Value of net income/loss2019-12-31$690,034
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,732,129
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,042,095
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,042,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$13,474
Investment advisory and management fees2019-12-31$13,474
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$985,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$985,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$702,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$702,530
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$8,382
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$1,019
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,514,066
Value of interest in common/collective trusts at end of year2019-12-31$2,514,066
Value of interest in common/collective trusts at beginning of year2019-12-31$2,161,529
Value of interest in common/collective trusts at beginning of year2019-12-31$2,161,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$39,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$39,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$40,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$40,130
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$195,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$195,262
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$486,608
Net investment gain or loss from common/collective trusts2019-12-31$486,608
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$525,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$525,955
Contract administrator fees2019-12-31$46,459
Contract administrator fees2019-12-31$46,459
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31E COHEN & COMPANY
Accountancy firm name2019-12-31E COHEN & COMPANY
Accountancy firm EIN2019-12-31521754364
Accountancy firm EIN2019-12-31521754364
2018 : THE DONALDSON GROUP 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$322,667
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$261,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$193,999
Expenses. Certain deemed distributions of participant loans2018-12-31$7,245
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$529,121
Value of total assets at end of year2018-12-31$3,042,095
Value of total assets at beginning of year2018-12-31$2,980,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$60,309
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$5,470
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$13,315
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$528,980
Participant contributions at end of year2018-12-31$137,906
Participant contributions at beginning of year2018-12-31$139,039
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$141
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$17,358
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$61,114
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,042,095
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,980,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$702,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$892,774
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$5,392
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$78
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$2,161,529
Value of interest in common/collective trusts at beginning of year2018-12-31$1,949,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$40,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-61,218
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-181,379
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$193,999
Contract administrator fees2018-12-31$60,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31E. COHEN AND COMPANY, CPA'S
Accountancy firm EIN2018-12-31521754364
2017 : THE DONALDSON GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$974,405
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$174,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$125,677
Expenses. Certain deemed distributions of participant loans2017-12-31$421
Value of total corrective distributions2017-12-31$16,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$552,731
Value of total assets at end of year2017-12-31$2,980,982
Value of total assets at beginning of year2017-12-31$2,181,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,845
Total interest from all sources2017-12-31$7,077
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$29,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$29,556
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$219,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$445,358
Participant contributions at end of year2017-12-31$139,039
Participant contributions at beginning of year2017-12-31$106,970
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$105,918
Other income not declared elsewhere2017-12-31$556
Administrative expenses (other) incurred2017-12-31$31,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$799,580
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,980,982
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,181,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$892,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$609,848
Interest on participant loans2017-12-31$7,077
Value of interest in common/collective trusts at end of year2017-12-31$1,949,169
Value of interest in common/collective trusts at beginning of year2017-12-31$1,464,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$117,062
Net investment gain or loss from common/collective trusts2017-12-31$267,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$125,677
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31E. COHEN AND COMPANY, CPAS
Accountancy firm EIN2017-12-31521754364
2016 : THE DONALDSON GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$448,829
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$237,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$205,023
Expenses. Certain deemed distributions of participant loans2016-12-31$2,628
Value of total corrective distributions2016-12-31$25,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$308,843
Value of total assets at end of year2016-12-31$2,181,402
Value of total assets at beginning of year2016-12-31$1,969,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,625
Total interest from all sources2016-12-31$6,748
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$53,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$53,830
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$199,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$292,630
Participant contributions at end of year2016-12-31$106,970
Participant contributions at beginning of year2016-12-31$108,358
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,147
Administrative expenses (other) incurred2016-12-31$3,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$211,624
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,181,402
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,969,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$609,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,719,149
Interest on participant loans2016-12-31$6,748
Value of interest in common/collective trusts at end of year2016-12-31$1,464,584
Value of interest in common/collective trusts at beginning of year2016-12-31$142,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$64,495
Net investment gain or loss from common/collective trusts2016-12-31$14,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$205,023
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31E. COHEN AND COMPANY, CPAS
Accountancy firm EIN2016-12-31521754364
2015 : THE DONALDSON GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$388,013
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$193,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$107,985
Expenses. Certain deemed distributions of participant loans2015-12-31$63,359
Value of total corrective distributions2015-12-31$18,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$413,648
Value of total assets at end of year2015-12-31$1,969,778
Value of total assets at beginning of year2015-12-31$1,775,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,675
Total interest from all sources2015-12-31$7,743
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$101,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$101,707
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$178,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$320,889
Participant contributions at end of year2015-12-31$108,358
Participant contributions at beginning of year2015-12-31$105,748
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$90,423
Administrative expenses (other) incurred2015-12-31$3,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$194,531
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,969,778
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,775,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,719,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,542,577
Interest on participant loans2015-12-31$7,743
Value of interest in common/collective trusts at end of year2015-12-31$142,271
Value of interest in common/collective trusts at beginning of year2015-12-31$126,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-133,868
Net investment gain or loss from common/collective trusts2015-12-31$-1,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$107,985
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31E. COHEN AND COMPANY, CPAS
Accountancy firm EIN2015-12-31521754364
2014 : THE DONALDSON GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$441,466
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$495,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$486,515
Expenses. Certain deemed distributions of participant loans2014-12-31$1,079
Value of total corrective distributions2014-12-31$3,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$332,831
Value of total assets at end of year2014-12-31$1,775,247
Value of total assets at beginning of year2014-12-31$1,829,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,075
Total interest from all sources2014-12-31$4,340
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$75,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$75,330
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$183,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$316,768
Participant contributions at end of year2014-12-31$105,748
Participant contributions at beginning of year2014-12-31$74,001
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,063
Other income not declared elsewhere2014-12-31$14
Administrative expenses (other) incurred2014-12-31$4,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-54,137
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,775,247
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,829,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,542,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,544,975
Interest on participant loans2014-12-31$4,340
Value of interest in common/collective trusts at end of year2014-12-31$126,922
Value of interest in common/collective trusts at beginning of year2014-12-31$210,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$21,496
Net investment gain or loss from common/collective trusts2014-12-31$7,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$486,515
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31E. COHEN AND COMPANY, CPAS
Accountancy firm EIN2014-12-31521754364
2013 : THE DONALDSON GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$572,984
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$77,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$54,084
Expenses. Certain deemed distributions of participant loans2013-12-31$639
Value of total corrective distributions2013-12-31$21,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$343,459
Value of total assets at end of year2013-12-31$1,829,384
Value of total assets at beginning of year2013-12-31$1,334,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,950
Total interest from all sources2013-12-31$2,825
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$54,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$54,732
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$134,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$326,002
Participant contributions at end of year2013-12-31$74,001
Participant contributions at beginning of year2013-12-31$21,838
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$17,457
Administrative expenses (other) incurred2013-12-31$1,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$495,261
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,829,384
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,334,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,544,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,312,285
Interest on participant loans2013-12-31$2,825
Value of interest in common/collective trusts at end of year2013-12-31$210,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$154,497
Net investment gain or loss from common/collective trusts2013-12-31$17,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$54,084
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31E. COHEN AND COMPANY, CPAS
Accountancy firm EIN2013-12-31521754364
2012 : THE DONALDSON GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$475,721
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$147,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$137,433
Expenses. Certain deemed distributions of participant loans2012-12-31$1,281
Value of total corrective distributions2012-12-31$7,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$336,063
Value of total assets at end of year2012-12-31$1,334,123
Value of total assets at beginning of year2012-12-31$1,006,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,925
Total interest from all sources2012-12-31$1,106
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$37,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$37,083
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$101,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$225,526
Participant contributions at end of year2012-12-31$21,838
Participant contributions at beginning of year2012-12-31$14,542
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$109,247
Administrative expenses (other) incurred2012-12-31$1,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$327,828
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,334,123
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,006,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,312,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$991,753
Interest on participant loans2012-12-31$1,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$101,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$137,433
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31E. COHEN AND COMPANY, CPAS
Accountancy firm EIN2012-12-31521754364
2011 : THE DONALDSON GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$151,632
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$159,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$144,289
Expenses. Certain deemed distributions of participant loans2011-12-31$3,103
Value of total corrective distributions2011-12-31$10,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$195,947
Value of total assets at end of year2011-12-31$1,006,295
Value of total assets at beginning of year2011-12-31$1,014,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,275
Total interest from all sources2011-12-31$764
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$23,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$23,752
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$102,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$191,231
Participant contributions at end of year2011-12-31$14,542
Participant contributions at beginning of year2011-12-31$13,493
Administrative expenses (other) incurred2011-12-31$2,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,332
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,006,295
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,014,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$991,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,001,134
Interest on participant loans2011-12-31$764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-68,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$144,289
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31E. COHEN AND COMPANY, CPAS
Accountancy firm EIN2011-12-31521754364
2010 : THE DONALDSON GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$362,958
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$88,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$85,635
Expenses. Certain deemed distributions of participant loans2010-12-31$1,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$261,627
Value of total assets at end of year2010-12-31$1,014,627
Value of total assets at beginning of year2010-12-31$740,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,850
Total interest from all sources2010-12-31$914
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$19,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$19,326
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$75,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$253,278
Participant contributions at end of year2010-12-31$13,493
Participant contributions at beginning of year2010-12-31$6,911
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,348
Administrative expenses (other) incurred2010-12-31$1,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$1
Value of net income/loss2010-12-31$274,365
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,014,627
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$740,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,001,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$733,351
Interest on participant loans2010-12-31$914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$81,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$85,635
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31E. COHEN AND COMPANY, CPAS
Accountancy firm EIN2010-12-31521754364
2009 : THE DONALDSON GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE DONALDSON GROUP 401(K) PLAN

2022: THE DONALDSON GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE DONALDSON GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE DONALDSON GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE DONALDSON GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE DONALDSON GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE DONALDSON GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE DONALDSON GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE DONALDSON GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE DONALDSON GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE DONALDSON GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE DONALDSON GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE DONALDSON GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE DONALDSON GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number817414
Policy instance 2
Insurance contract or identification number817414
Number of Individuals Covered242
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered242
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees28
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number817414
Policy instance 2
Insurance contract or identification number817414
Number of Individuals Covered241
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered241
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered287
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees14
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number817414
Policy instance 2
Insurance contract or identification number817414
Number of Individuals Covered287
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number817414
Policy instance 2
Insurance contract or identification number817414
Number of Individuals Covered299
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered299
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number817414
Policy instance 2
Insurance contract or identification number817414
Number of Individuals Covered484
Insurance policy start date2018-12-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered484
Insurance policy start date2018-12-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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