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ROBERTSHAW CONTROLS COMPANY 401K PLAN 401k Plan overview

Plan NameROBERTSHAW CONTROLS COMPANY 401K PLAN
Plan identification number 001

ROBERTSHAW CONTROLS COMPANY 401K 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

ROBERTSHAW CONTROLS COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ROBERTSHAW CONTROLS COMPANY
Employer identification number (EIN):541419531
NAIC Classification:333900

Additional information about ROBERTSHAW CONTROLS COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0210109

More information about ROBERTSHAW CONTROLS COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTSHAW CONTROLS COMPANY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER DEFREEUW JENNIFER DEFREEUW2018-07-31
0012016-01-01JENNIFER DEFREEUW
0012015-01-01LORI TUMILTY
0012014-07-01LORI TUMILTY

Plan Statistics for ROBERTSHAW CONTROLS COMPANY 401K PLAN

401k plan membership statisitcs for ROBERTSHAW CONTROLS COMPANY 401K PLAN

Measure Date Value
2022: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01302
Total number of active participants reported on line 7a of the Form 55002022-01-01161
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01133
Total of all active and inactive participants2022-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01297
Number of participants with account balances2022-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01303
Total number of active participants reported on line 7a of the Form 55002021-01-01171
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01121
Total of all active and inactive participants2021-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01296
Number of participants with account balances2021-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01324
Total number of active participants reported on line 7a of the Form 55002020-01-01168
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01128
Total of all active and inactive participants2020-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01296
Number of participants with account balances2020-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01322
Total number of active participants reported on line 7a of the Form 55002019-01-01183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01136
Total of all active and inactive participants2019-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01321
Number of participants with account balances2019-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01373
Total number of active participants reported on line 7a of the Form 55002018-01-01201
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01119
Total of all active and inactive participants2018-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01322
Number of participants with account balances2018-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01321
Total number of active participants reported on line 7a of the Form 55002017-01-01264
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01107
Total of all active and inactive participants2017-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01373
Number of participants with account balances2017-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01439
Total number of active participants reported on line 7a of the Form 55002016-01-01201
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01120
Total of all active and inactive participants2016-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01321
Number of participants with account balances2016-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01642
Total number of active participants reported on line 7a of the Form 55002015-01-01316
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01122
Total of all active and inactive participants2015-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01438
Number of participants with account balances2015-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-010
Total number of active participants reported on line 7a of the Form 55002014-07-01625
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0117
Total of all active and inactive participants2014-07-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01642
Number of participants with account balances2014-07-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010

Financial Data on ROBERTSHAW CONTROLS COMPANY 401K PLAN

Measure Date Value
2022 : ROBERTSHAW CONTROLS COMPANY 401K 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$0
Total income from all sources (including contributions)2022-12-31$-2,366,795
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,699,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,684,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,737,923
Value of total assets at end of year2022-12-31$23,649,319
Value of total assets at beginning of year2022-12-31$30,716,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,647
Total interest from all sources2022-12-31$8,823
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$302,838
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$302,838
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$1,722,284
Participant contributions at end of year2022-12-31$138,117
Participant contributions at beginning of year2022-12-31$200,733
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$303,936
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$45
Other income not declared elsewhere2022-12-31$5,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,066,783
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,649,319
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,716,102
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,604,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,081,089
Interest on participant loans2022-12-31$8,823
Value of interest in common/collective trusts at end of year2022-12-31$4,906,851
Value of interest in common/collective trusts at beginning of year2022-12-31$6,434,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,506,080
Net investment gain or loss from common/collective trusts2022-12-31$-916,144
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$711,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,684,296
Contract administrator fees2022-12-31$15,647
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 name2022-12-31BOIVIN & ASSOCIATES
Accountancy firm EIN2022-12-31271516157
2021 : ROBERTSHAW CONTROLS COMPANY 401K 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$7,638,511
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,284,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,253,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,445,820
Value of total assets at end of year2021-12-31$30,716,102
Value of total assets at beginning of year2021-12-31$29,361,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$31,246
Total interest from all sources2021-12-31$9,958
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$266,730
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$266,730
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 period2021-12-31Yes
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$1,720,103
Participant contributions at end of year2021-12-31$200,733
Participant contributions at beginning of year2021-12-31$176,275
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,004,576
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$136
Other income not declared elsewhere2021-12-31$594
Administrative expenses (other) incurred2021-12-31$31,246
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$1,354,125
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,716,102
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,361,977
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,081,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,794,471
Interest on participant loans2021-12-31$9,958
Value of interest in common/collective trusts at end of year2021-12-31$6,434,280
Value of interest in common/collective trusts at beginning of year2021-12-31$6,391,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,311,063
Net investment gain or loss from common/collective trusts2021-12-31$604,346
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$721,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,253,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31BOIVIN & ASSOCIATES
Accountancy firm EIN2021-12-31271516157
2020 : ROBERTSHAW CONTROLS COMPANY 401K 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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,010,056
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,834,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,804,574
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$2,221,652
Value of total assets at end of year2020-12-31$29,361,977
Value of total assets at beginning of year2020-12-31$28,186,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,586
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$8,067
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$255,711
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$255,711
Administrative expenses professional fees incurred2020-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,422,280
Participant contributions at end of year2020-12-31$176,275
Participant contributions at beginning of year2020-12-31$137,608
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$139,561
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$4,615
Administrative expenses (other) incurred2020-12-31$29,586
Liabilities. Value of operating payables at beginning of year2020-12-31$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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,175,896
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,361,977
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,186,081
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
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 year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,794,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,405,541
Interest on participant loans2020-12-31$8,067
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
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$6,391,231
Value of interest in common/collective trusts at beginning of year2020-12-31$6,642,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
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$2,747,125
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$772,886
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$659,811
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
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$4,804,574
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BOIVIN & ASSOCIATES
Accountancy firm EIN2020-12-31271516157
2019 : ROBERTSHAW CONTROLS COMPANY 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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$7,483,109
Total income from all sources (including contributions)2019-12-31$7,483,109
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$4,785,522
Total of all expenses incurred2019-12-31$4,785,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,726,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,726,959
Value of total corrective distributions2019-12-31$38,120
Value of total corrective distributions2019-12-31$38,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,387,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,387,758
Value of total assets at end of year2019-12-31$28,186,081
Value of total assets at end of year2019-12-31$28,186,081
Value of total assets at beginning of year2019-12-31$25,488,494
Value of total assets at beginning of year2019-12-31$25,488,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,443
Total interest from all sources2019-12-31$7,973
Total interest from all sources2019-12-31$7,973
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$352,486
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$352,486
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$352,486
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$352,486
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
Contributions received from participants2019-12-31$1,640,458
Contributions received from participants2019-12-31$1,640,458
Participant contributions at end of year2019-12-31$137,608
Participant contributions at end of year2019-12-31$137,608
Participant contributions at beginning of year2019-12-31$274,664
Participant contributions at beginning of year2019-12-31$274,664
Other income not declared elsewhere2019-12-31$-46
Other income not declared elsewhere2019-12-31$-46
Administrative expenses (other) incurred2019-12-31$20,443
Administrative expenses (other) incurred2019-12-31$20,443
Total non interest bearing cash at beginning of year2019-12-31$40
Total non interest bearing cash at beginning of year2019-12-31$40
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$2,697,587
Value of net income/loss2019-12-31$2,697,587
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,186,081
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,186,081
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,488,494
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,488,494
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
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,405,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,405,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,680,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,680,459
Interest earned on other investments2019-12-31$7,973
Interest earned on other investments2019-12-31$7,973
Value of interest in common/collective trusts at end of year2019-12-31$6,642,932
Value of interest in common/collective trusts at end of year2019-12-31$6,642,932
Value of interest in common/collective trusts at beginning of year2019-12-31$5,533,331
Value of interest in common/collective trusts at beginning of year2019-12-31$5,533,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,978,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,978,441
Net investment gain or loss from common/collective trusts2019-12-31$756,497
Net investment gain or loss from common/collective trusts2019-12-31$756,497
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$747,300
Contributions received in cash from employer2019-12-31$747,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,726,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,726,959
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
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 name2019-12-31BOIVIN & ASSOCIATES
Accountancy firm name2019-12-31BOIVIN & ASSOCIATES
Accountancy firm EIN2019-12-31271516157
Accountancy firm EIN2019-12-31271516157
2018 : ROBERTSHAW CONTROLS COMPANY 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$7,847,662
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
Total income from all sources (including contributions)2018-12-31$1,667,215
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,271,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,256,401
Value of total corrective distributions2018-12-31$792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,042,821
Value of total assets at end of year2018-12-31$25,488,494
Value of total assets at beginning of year2018-12-31$20,245,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,765
Total interest from all sources2018-12-31$14,304
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$317,613
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$317,613
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 period2018-12-31No
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
Contributions received from participants2018-12-31$1,921,034
Participant contributions at end of year2018-12-31$274,664
Participant contributions at beginning of year2018-12-31$148,097
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$249,883
Other income not declared elsewhere2018-12-31$234
Administrative expenses (other) incurred2018-12-31$14,765
Total non interest bearing cash at end of year2018-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,604,743
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,488,494
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,245,575
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
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,680,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,009,959
Interest on participant loans2018-12-31$14,178
Value of interest in common/collective trusts at end of year2018-12-31$5,533,331
Value of interest in common/collective trusts at beginning of year2018-12-31$5,087,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,705,214
Net investment gain or loss from common/collective trusts2018-12-31$-2,543
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$871,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,256,401
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
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 name2018-12-31BOIVIN & ASSOC.
Accountancy firm EIN2018-12-31271516157
2017 : ROBERTSHAW CONTROLS COMPANY 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$5,411,084
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$956,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$953,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,710,128
Value of total assets at end of year2017-12-31$20,245,575
Value of total assets at beginning of year2017-12-31$15,791,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,200
Total interest from all sources2017-12-31$6,766
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$205,993
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$205,993
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,871,111
Participant contributions at end of year2017-12-31$148,097
Participant contributions at beginning of year2017-12-31$157,412
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$30,625
Other income not declared elsewhere2017-12-31$31
Administrative expenses (other) incurred2017-12-31$3,200
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$4,454,306
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,245,575
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,791,269
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$15,009,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,051,945
Interest on participant loans2017-12-31$6,766
Value of interest in common/collective trusts at end of year2017-12-31$5,087,519
Value of interest in common/collective trusts at beginning of year2017-12-31$3,581,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,098,352
Net investment gain or loss from common/collective trusts2017-12-31$389,814
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$808,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$953,578
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 name2017-12-31BOIVIN & ASSOCIATES
Accountancy firm EIN2017-12-31271516157
2016 : ROBERTSHAW CONTROLS COMPANY 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$4,508,665
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,386,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,381,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,382,285
Value of total assets at end of year2016-12-31$15,791,269
Value of total assets at beginning of year2016-12-31$13,669,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,504
Total interest from all sources2016-12-31$7,083
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$174,120
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$174,120
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,935,623
Participant contributions at end of year2016-12-31$157,412
Participant contributions at beginning of year2016-12-31$193,865
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$307,893
Other income not declared elsewhere2016-12-31$-12
Administrative expenses (other) incurred2016-12-31$5,504
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$2,122,095
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,791,269
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,669,174
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$12,051,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,706,462
Interest on participant loans2016-12-31$7,083
Value of interest in common/collective trusts at end of year2016-12-31$3,581,912
Value of interest in common/collective trusts at beginning of year2016-12-31$2,768,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$792,139
Net investment gain or loss from common/collective trusts2016-12-31$153,050
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$1,138,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,381,066
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 name2016-12-31BOIVIN & ASSOCIATES
Accountancy firm EIN2016-12-31271516157
2015 : ROBERTSHAW CONTROLS COMPANY 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$5,127,425
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,004,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,999,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,164,561
Value of total assets at end of year2015-12-31$13,669,174
Value of total assets at beginning of year2015-12-31$10,546,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,025
Total interest from all sources2015-12-31$5,964
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$154,086
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$154,086
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$2,160,448
Participant contributions at end of year2015-12-31$193,865
Participant contributions at beginning of year2015-12-31$104,046
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,637,100
Administrative expenses (other) incurred2015-12-31$5,025
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$3,122,812
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,669,174
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,546,362
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$10,706,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,787,476
Interest on participant loans2015-12-31$5,964
Value of interest in common/collective trusts at end of year2015-12-31$2,768,847
Value of interest in common/collective trusts at beginning of year2015-12-31$1,654,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-247,823
Net investment gain or loss from common/collective trusts2015-12-31$50,637
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$1,367,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,999,588
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 name2015-12-31BOIVIN & ASSOCIATES
Accountancy firm EIN2015-12-31271516157
2014 : ROBERTSHAW CONTROLS COMPANY 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$10,760,670
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$214,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$213,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,651,826
Value of total assets at end of year2014-12-31$10,546,362
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$550
Total interest from all sources2014-12-31$1,383
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$300,039
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$300,039
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$918,475
Participant contributions at end of year2014-12-31$104,046
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,103,070
Administrative expenses (other) incurred2014-12-31$550
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$10,546,362
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,546,362
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
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$8,787,476
Interest on participant loans2014-12-31$1,383
Value of interest in common/collective trusts at end of year2014-12-31$1,654,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-227,987
Net investment gain or loss from common/collective trusts2014-12-31$35,409
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
Contributions received in cash from employer2014-12-31$630,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$213,758
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 name2014-12-31BOIVIN & ASSOCIATES, CPA'S, PLLC
Accountancy firm EIN2014-12-31271516157

Form 5500 Responses for ROBERTSHAW CONTROLS COMPANY 401K PLAN

2022: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERTSHAW CONTROLS COMPANY 401K 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: ROBERTSHAW CONTROLS COMPANY 401K 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: ROBERTSHAW CONTROLS COMPANY 401K 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: ROBERTSHAW CONTROLS COMPANY 401K PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01First time form 5500 has been submittedYes
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes

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