B&R INDUSTRIAL AUTOMATION CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan B&R INDUSTRIAL AUTOMATION CORPORATION 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for B&R INDUSTRIAL AUTOMATION CORPORATION 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
---|
2022 : B&R INDUSTRIAL AUTOMATION CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k financial data |
---|
Total income from all sources (including contributions) | 2022-12-31 | $-706,798 |
Total of all expenses incurred | 2022-12-31 | $710,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $709,931 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,465,907 |
Value of total assets at end of year | 2022-12-31 | $11,922,713 |
Value of total assets at beginning of year | 2022-12-31 | $13,339,818 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $376 |
Total interest from all sources | 2022-12-31 | $2,307 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,052,131 |
Participant contributions at end of year | 2022-12-31 | $29,571 |
Participant contributions at beginning of year | 2022-12-31 | $19,884 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $90,237 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,417,105 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,922,713 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,339,818 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $376 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,584,091 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $13,000,148 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $2,307 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $290,332 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $307,363 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,175,012 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $323,539 |
Employer contributions (assets) at end of year | 2022-12-31 | $18,719 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $12,423 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $709,931 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SANTI & ASSOCIATES, PC |
Accountancy firm EIN | 2022-12-31 | 582019486 |
2021 : B&R INDUSTRIAL AUTOMATION CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,872 |
Total income from all sources (including contributions) | 2021-12-31 | $3,241,219 |
Total of all expenses incurred | 2021-12-31 | $958,530 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $957,646 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,554,111 |
Value of total assets at end of year | 2021-12-31 | $13,339,818 |
Value of total assets at beginning of year | 2021-12-31 | $11,059,001 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $884 |
Total interest from all sources | 2021-12-31 | $1,078 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $941,074 |
Participant contributions at end of year | 2021-12-31 | $19,884 |
Participant contributions at beginning of year | 2021-12-31 | $13,405 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $320,217 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,872 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,282,689 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,339,818 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,057,129 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $884 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $13,000,148 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,745,537 |
Interest on participant loans | 2021-12-31 | $1,078 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $307,363 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $271,301 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $1,686,030 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $292,820 |
Employer contributions (assets) at end of year | 2021-12-31 | $12,423 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $28,758 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $957,646 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SANTI & ASSOCIATES, PC |
Accountancy firm EIN | 2021-12-31 | 582019486 |
2020 : B&R INDUSTRIAL AUTOMATION CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,872 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $74 |
Total income from all sources (including contributions) | 2020-12-31 | $2,618,666 |
Total of all expenses incurred | 2020-12-31 | $598,730 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $583,225 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $13,115 |
Value of total corrective distributions | 2020-12-31 | $1,872 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,172,873 |
Value of total assets at end of year | 2020-12-31 | $11,059,001 |
Value of total assets at beginning of year | 2020-12-31 | $9,037,267 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $518 |
Total interest from all sources | 2020-12-31 | $1,332 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $853,326 |
Participant contributions at end of year | 2020-12-31 | $13,405 |
Participant contributions at beginning of year | 2020-12-31 | $39,703 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $23,675 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $74 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,019,936 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $11,057,129 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,037,193 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $518 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $10,745,537 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,730,537 |
Interest on participant loans | 2020-12-31 | $1,332 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $271,301 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $243,783 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,444,461 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $295,872 |
Employer contributions (assets) at end of year | 2020-12-31 | $28,758 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $23,244 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $583,225 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $1,872 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SANTI & ASSOCIATES, PC |
Accountancy firm EIN | 2020-12-31 | 582019486 |