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AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameAMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN
Plan identification number 001

AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.

401k Sponsoring company profile

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

Company Name:AMERICAN TRUETZSCHLER, INC.
Employer identification number (EIN):560932757
NAIC Classification:333200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS 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
0012017-01-01JAMES R. SHORT JAMES R. SHORT2018-10-14
0012016-01-01JAMES R. SHORT JAMES R. SHORT2017-07-19
0012015-01-01JAMES R. SHORT JAMES R. SHORT2016-10-13
0012014-01-01JAMES R. SHORT JAMES R. SHORT2015-09-14
0012013-01-01JAMES R. SHORT JAMES R. SHORT2014-10-14
0012012-01-01JAMES R. SHORT JAMES R. SHORT2013-10-15
0012011-01-01JAMES R. SHORT JAMES R. SHORT2012-10-15
0012009-01-01JOHN L GUGLIELMETTI JOHN L GUGLIELMETTI2010-10-14
0012009-01-01JOHN L GUGLIELMETTI JOHN L GUGLIELMETTI2010-10-14

Plan Statistics for AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Measure Date Value
2022: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01122
Total number of active participants reported on line 7a of the Form 55002022-01-0199
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01121
Number of participants with account balances2022-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01124
Total number of active participants reported on line 7a of the Form 55002021-01-01101
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01122
Number of participants with account balances2021-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01140
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-0127
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01130
Number of participants with account balances2020-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01140
Total number of active participants reported on line 7a of the Form 55002019-01-01106
Number of retired or separated participants receiving benefits2019-01-0127
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01138
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01121
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01140
Total participants2018-01-01140
2017: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01132
Total number of active participants reported on line 7a of the Form 55002017-01-01109
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01131
Total participants2017-01-01131
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01147
Total number of active participants reported on line 7a of the Form 55002016-01-01119
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01132
Total participants2016-01-01132
Number of participants with account balances2016-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01150
Total number of active participants reported on line 7a of the Form 55002015-01-01147
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01169
Total participants2015-01-01169
Number of participants with account balances2015-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01217
Total number of active participants reported on line 7a of the Form 55002014-01-01136
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01150
Total participants2014-01-01150
Number of participants with account balances2014-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01140
Total number of active participants reported on line 7a of the Form 55002013-01-01208
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01217
Total participants2013-01-01217
Number of participants with account balances2013-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-01128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01140
Number of participants with account balances2012-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01231
Total number of active participants reported on line 7a of the Form 55002011-01-01132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01144
Total participants2011-01-01144
Number of participants with account balances2011-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01101
Total number of active participants reported on line 7a of the Form 55002009-01-0167
Number of retired or separated participants receiving benefits2009-01-0112
Total of all active and inactive participants2009-01-0179
Total participants2009-01-0179
Number of participants with account balances2009-01-0179

Financial Data on AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-765,156
Total of all expenses incurred2022-12-31$282,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$247,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,061,238
Value of total assets at end of year2022-12-31$13,544,123
Value of total assets at beginning of year2022-12-31$14,591,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,528
Total interest from all sources2022-12-31$11,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$694,006
Participant contributions at end of year2022-12-31$302,397
Participant contributions at beginning of year2022-12-31$378,809
Participant contributions at end of year2022-12-31$12,294
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,047,862
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,544,123
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,591,985
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$4,042,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,880,535
Interest on participant loans2022-12-31$11,708
Value of interest in common/collective trusts at end of year2022-12-31$9,180,494
Value of interest in common/collective trusts at beginning of year2022-12-31$9,332,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,110,741
Net investment gain or loss from common/collective trusts2022-12-31$-727,361
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$345,331
Employer contributions (assets) at end of year2022-12-31$6,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$247,178
Contract administrator fees2022-12-31$35,528
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31HOBBS, CROSSLEY, BENEFIELD, & CRAVE
Accountancy firm EIN2022-12-31561390480
2021 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,416,375
Total of all expenses incurred2021-12-31$701,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$657,096
Expenses. Certain deemed distributions of participant loans2021-12-31$1,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$974,809
Value of total assets at end of year2021-12-31$14,591,985
Value of total assets at beginning of year2021-12-31$12,876,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,633
Total interest from all sources2021-12-31$19,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$651,234
Participant contributions at end of year2021-12-31$378,809
Participant contributions at beginning of year2021-12-31$458,309
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$1,714,991
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,591,985
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,876,994
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$4,880,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,074,312
Interest on participant loans2021-12-31$19,691
Value of interest in common/collective trusts at end of year2021-12-31$9,332,641
Value of interest in common/collective trusts at beginning of year2021-12-31$7,344,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$628,302
Net investment gain or loss from common/collective trusts2021-12-31$793,573
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
Contributions received in cash from employer2021-12-31$323,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$657,096
Contract administrator fees2021-12-31$42,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31HOBBS, CROSSLEY, BENEFIELD & CRAVEN
Accountancy firm EIN2021-12-31561390480
2020 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,384,559
Total of all expenses incurred2020-12-31$2,156,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,079,882
Expenses. Certain deemed distributions of participant loans2020-12-31$27,907
Value of total corrective distributions2020-12-31$2,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$888,858
Value of total assets at end of year2020-12-31$12,876,994
Value of total assets at beginning of year2020-12-31$12,649,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,281
Total interest from all sources2020-12-31$15,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$592,572
Participant contributions at end of year2020-12-31$458,309
Participant contributions at beginning of year2020-12-31$396,651
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$227,582
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,876,994
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,649,412
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,074,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,870,225
Interest on participant loans2020-12-31$15,002
Value of interest in common/collective trusts at end of year2020-12-31$7,344,373
Value of interest in common/collective trusts at beginning of year2020-12-31$8,382,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$922,737
Net investment gain or loss from common/collective trusts2020-12-31$557,962
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$296,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,079,882
Contract administrator fees2020-12-31$46,281
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOBBS, CROSSLEY, BENEFIELD & CRAVEN
Accountancy firm EIN2020-12-31561390480
2019 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,872,325
Total of all expenses incurred2019-12-31$1,719,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,652,187
Expenses. Certain deemed distributions of participant loans2019-12-31$17,932
Value of total corrective distributions2019-12-31$739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,022,926
Value of total assets at end of year2019-12-31$12,649,412
Value of total assets at beginning of year2019-12-31$11,496,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,754
Total interest from all sources2019-12-31$18,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$681,951
Participant contributions at end of year2019-12-31$396,651
Participant contributions at beginning of year2019-12-31$437,862
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$1,152,713
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,649,412
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,496,699
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 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$3,870,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,147,345
Interest on participant loans2019-12-31$18,712
Value of interest in common/collective trusts at end of year2019-12-31$8,382,536
Value of interest in common/collective trusts at beginning of year2019-12-31$7,911,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$746,698
Net investment gain or loss from common/collective trusts2019-12-31$1,083,989
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$340,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,652,187
Contract administrator fees2019-12-31$48,754
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOBBS, CROSSLEY, BENEFIELD & CRAVEN
Accountancy firm EIN2019-12-31561390480
2018 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$430,165
Total of all expenses incurred2018-12-31$1,157,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,106,920
Expenses. Certain deemed distributions of participant loans2018-12-31$5,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$983,649
Value of total assets at end of year2018-12-31$11,496,699
Value of total assets at beginning of year2018-12-31$12,224,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,930
Total interest from all sources2018-12-31$21,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$641,158
Participant contributions at end of year2018-12-31$437,862
Participant contributions at beginning of year2018-12-31$441,968
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$56,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-727,405
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,496,699
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,224,104
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$3,147,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,031,063
Interest on participant loans2018-12-31$21,905
Value of interest in common/collective trusts at end of year2018-12-31$7,911,492
Value of interest in common/collective trusts at beginning of year2018-12-31$8,666,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-268,349
Net investment gain or loss from common/collective trusts2018-12-31$-307,040
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$342,491
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$28,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,106,920
Contract administrator fees2018-12-31$44,930
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31HOBBS, CROSSLEY, BENEFIELD & CRAVEN
Accountancy firm EIN2018-12-31561390480
2017 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,315,383
Total of all expenses incurred2017-12-31$1,263,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,220,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$978,471
Value of total assets at end of year2017-12-31$12,224,104
Value of total assets at beginning of year2017-12-31$11,172,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,863
Total interest from all sources2017-12-31$15,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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$652,314
Participant contributions at end of year2017-12-31$441,968
Participant contributions at beginning of year2017-12-31$358,140
Participant contributions at end of year2017-12-31$56,325
Participant contributions at beginning of year2017-12-31$56,710
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$1,052,037
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,224,104
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,172,067
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$3,031,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,547,702
Interest on participant loans2017-12-31$15,146
Value of interest in common/collective trusts at end of year2017-12-31$8,666,586
Value of interest in common/collective trusts at beginning of year2017-12-31$8,181,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$508,309
Net investment gain or loss from common/collective trusts2017-12-31$813,457
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$326,157
Employer contributions (assets) at end of year2017-12-31$28,162
Employer contributions (assets) at beginning of year2017-12-31$28,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,220,483
Contract administrator fees2017-12-31$42,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31HONNS, CROSSLEY, BENEFIELD & CRAVEN
Accountancy firm EIN2017-12-31561390480
2016 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,807,753
Total of all expenses incurred2016-12-31$266,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$226,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,075,448
Value of total assets at end of year2016-12-31$11,172,067
Value of total assets at beginning of year2016-12-31$9,630,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,843
Total interest from all sources2016-12-31$12,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$716,965
Participant contributions at end of year2016-12-31$358,140
Participant contributions at beginning of year2016-12-31$306,034
Participant contributions at end of year2016-12-31$56,710
Participant contributions at beginning of year2016-12-31$70,269
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$1,541,181
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,172,067
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,630,886
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$2,547,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,815,204
Interest on participant loans2016-12-31$12,027
Value of interest in common/collective trusts at end of year2016-12-31$8,181,160
Value of interest in common/collective trusts at beginning of year2016-12-31$3,404,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$327,980
Net investment gain or loss from common/collective trusts2016-12-31$392,298
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$358,483
Employer contributions (assets) at end of year2016-12-31$28,355
Employer contributions (assets) at beginning of year2016-12-31$35,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$226,729
Contract administrator fees2016-12-31$39,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31HOBBS, CROSSLEY, BENEFIELD & CRAVEN
Accountancy firm EIN2016-12-31561390480
2015 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,100,317
Total of all expenses incurred2015-12-31$765,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$715,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,092,429
Value of total assets at end of year2015-12-31$9,630,886
Value of total assets at beginning of year2015-12-31$9,296,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50,394
Total interest from all sources2015-12-31$12,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$728,286
Participant contributions at end of year2015-12-31$306,034
Participant contributions at beginning of year2015-12-31$351,722
Participant contributions at end of year2015-12-31$70,269
Participant contributions at beginning of year2015-12-31$66,291
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$334,414
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,630,886
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,296,472
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$5,815,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,442,213
Interest on participant loans2015-12-31$12,402
Value of interest in common/collective trusts at end of year2015-12-31$3,404,245
Value of interest in common/collective trusts at beginning of year2015-12-31$5,403,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,211
Net investment gain or loss from common/collective trusts2015-12-31$13,697
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$364,143
Employer contributions (assets) at end of year2015-12-31$35,134
Employer contributions (assets) at beginning of year2015-12-31$33,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$715,509
Contract administrator fees2015-12-31$50,394
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31HOBBS, CROSSLEY, BENEFIELD & CRAVEN
Accountancy firm EIN2015-12-31561390480
2014 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,417,493
Total of all expenses incurred2014-12-31$309,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$268,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,024,354
Value of total assets at end of year2014-12-31$9,296,472
Value of total assets at beginning of year2014-12-31$8,188,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,542
Total interest from all sources2014-12-31$11,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$679,169
Participant contributions at end of year2014-12-31$351,722
Participant contributions at beginning of year2014-12-31$301,117
Participant contributions at end of year2014-12-31$66,291
Participant contributions at beginning of year2014-12-31$67,433
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$1,108,381
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,296,472
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,188,091
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$3,442,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,673,820
Interest on participant loans2014-12-31$11,787
Value of interest in common/collective trusts at end of year2014-12-31$5,403,100
Value of interest in common/collective trusts at beginning of year2014-12-31$4,112,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$241,972
Net investment gain or loss from common/collective trusts2014-12-31$139,380
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$345,185
Employer contributions (assets) at end of year2014-12-31$33,146
Employer contributions (assets) at beginning of year2014-12-31$33,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$268,570
Contract administrator fees2014-12-31$40,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31HOBBS, CROSSLEY, BENEFIELD & CRAVEN
Accountancy firm EIN2014-12-31561390480
2013 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,806,742
Total of all expenses incurred2013-12-31$154,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$116,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$903,233
Value of total assets at end of year2013-12-31$8,188,091
Value of total assets at beginning of year2013-12-31$6,535,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,075
Total interest from all sources2013-12-31$9,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$602,155
Participant contributions at end of year2013-12-31$301,117
Participant contributions at beginning of year2013-12-31$234,108
Participant contributions at end of year2013-12-31$67,433
Participant contributions at beginning of year2013-12-31$51,994
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$1,652,734
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,188,091
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,535,357
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$3,673,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,112,658
Interest on participant loans2013-12-31$9,554
Value of interest in common/collective trusts at end of year2013-12-31$4,112,004
Value of interest in common/collective trusts at beginning of year2013-12-31$3,110,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$659,798
Net investment gain or loss from common/collective trusts2013-12-31$234,157
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
Contributions received in cash from employer2013-12-31$301,078
Employer contributions (assets) at end of year2013-12-31$33,717
Employer contributions (assets) at beginning of year2013-12-31$25,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$116,933
Contract administrator fees2013-12-31$37,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31HOBBS, CROSSLEY, BENEFIELD & CRAVEN
Accountancy firm EIN2013-12-31561390480
2012 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,314,660
Total of all expenses incurred2012-12-31$158,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$129,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$778,464
Value of total assets at end of year2012-12-31$6,535,357
Value of total assets at beginning of year2012-12-31$5,379,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,016
Total interest from all sources2012-12-31$7,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$518,975
Participant contributions at end of year2012-12-31$234,108
Participant contributions at beginning of year2012-12-31$168,374
Participant contributions at end of year2012-12-31$51,994
Participant contributions at beginning of year2012-12-31$61,562
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$1,156,309
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,535,357
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,379,048
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$3,112,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,959,317
Interest on participant loans2012-12-31$7,137
Value of interest in common/collective trusts at end of year2012-12-31$3,110,601
Value of interest in common/collective trusts at beginning of year2012-12-31$2,143,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$452,683
Net investment gain or loss from common/collective trusts2012-12-31$76,376
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$259,489
Employer contributions (assets) at end of year2012-12-31$25,996
Employer contributions (assets) at beginning of year2012-12-31$46,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$129,335
Contract administrator fees2012-12-31$29,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31HOBBS, CROSSLEY,BENEFIELD & CRAVEN,
Accountancy firm EIN2012-12-31561390480
2011 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$495,874
Total of all expenses incurred2011-12-31$203,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$175,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$489,883
Value of total assets at end of year2011-12-31$5,379,048
Value of total assets at beginning of year2011-12-31$5,086,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,447
Total interest from all sources2011-12-31$8,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$351,922
Participant contributions at end of year2011-12-31$168,374
Participant contributions at beginning of year2011-12-31$204,173
Participant contributions at end of year2011-12-31$61,562
Participant contributions at beginning of year2011-12-31$33,981
Administrative expenses (other) incurred2011-12-31$27,447
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$292,613
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,379,048
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,086,435
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$2,959,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,034,122
Interest on participant loans2011-12-31$8,075
Value of interest in common/collective trusts at end of year2011-12-31$2,143,547
Value of interest in common/collective trusts at beginning of year2011-12-31$2,805,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-50,104
Net investment gain or loss from common/collective trusts2011-12-31$48,020
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$137,961
Employer contributions (assets) at end of year2011-12-31$46,248
Employer contributions (assets) at beginning of year2011-12-31$8,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$175,814
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31HOBBS, CROSSLEY, BENEFIELD & CRAVEN
Accountancy firm EIN2011-12-31561390480
2010 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$858,462
Total of all expenses incurred2010-12-31$74,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$51,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$377,423
Value of total assets at end of year2010-12-31$5,086,435
Value of total assets at beginning of year2010-12-31$4,302,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,475
Total interest from all sources2010-12-31$10,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$302,045
Participant contributions at end of year2010-12-31$204,173
Participant contributions at beginning of year2010-12-31$221,633
Participant contributions at end of year2010-12-31$33,981
Participant contributions at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$23,475
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$783,518
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,086,435
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,302,917
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$2,034,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,503,789
Interest on participant loans2010-12-31$10,089
Value of interest in common/collective trusts at end of year2010-12-31$2,805,791
Value of interest in common/collective trusts at beginning of year2010-12-31$1,577,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$283,024
Net investment gain or loss from common/collective trusts2010-12-31$187,926
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
Contributions received in cash from employer2010-12-31$75,378
Employer contributions (assets) at end of year2010-12-31$8,368
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$51,469
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
2009 : AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS 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 AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

2022: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN TRUETZSCHLER, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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