AUTOMATION INDUSTRIAL GROUP, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2017 : AUTOMATION IG, LLC 401K PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $2,237,407 |
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 | $820,417 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $519,139 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $498,790 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $172,720 |
Value of total assets at end of year | 2017-12-31 | $3,584,065 |
Value of total assets at beginning of year | 2017-12-31 | $5,520,194 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $20,349 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $172,720 |
Participant contributions at end of year | 2017-12-31 | $4,072 |
Participant contributions at beginning of year | 2017-12-31 | $9,029 |
Administrative expenses (other) incurred | 2017-12-31 | $20,349 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $301,278 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,584,065 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,520,194 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $3,579,993 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $5,511,165 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $647,697 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $498,790 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HENDERSON HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2017-12-31 | 621114363 |
2016 : AUTOMATION IG, LLC 401K PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $56 |
Total income from all sources (including contributions) | 2016-12-31 | $553,367 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $431,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $407,551 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $272,864 |
Value of total assets at end of year | 2016-12-31 | $5,520,194 |
Value of total assets at beginning of year | 2016-12-31 | $5,398,217 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $23,783 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $272,864 |
Participant contributions at end of year | 2016-12-31 | $9,029 |
Participant contributions at beginning of year | 2016-12-31 | $3,267 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $56 |
Administrative expenses (other) incurred | 2016-12-31 | $23,783 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $122,033 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,520,194 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,398,161 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $5,511,165 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $5,394,950 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $280,503 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $407,551 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HENDERSON HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2016-12-31 | 621114363 |
2015 : AUTOMATION IG, LLC 401K PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $56 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $56 |
Total income from all sources (including contributions) | 2015-12-31 | $260,160 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $180,534 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $156,382 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $327,798 |
Value of total assets at end of year | 2015-12-31 | $5,398,217 |
Value of total assets at beginning of year | 2015-12-31 | $5,318,591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $24,152 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $327,798 |
Participant contributions at end of year | 2015-12-31 | $3,267 |
Participant contributions at beginning of year | 2015-12-31 | $727 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $56 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $56 |
Administrative expenses (other) incurred | 2015-12-31 | $24,152 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $79,626 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,398,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,318,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,317,864 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $5,394,950 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-67,638 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $156,382 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HENDERSON HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2015-12-31 | 621114363 |
2014 : AUTOMATION IG, LLC 401K PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $56 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,360 |
Total income from all sources (including contributions) | 2014-12-31 | $504,010 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $194,874 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $163,614 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $277,799 |
Value of total assets at end of year | 2014-12-31 | $5,318,591 |
Value of total assets at beginning of year | 2014-12-31 | $5,010,759 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $31,260 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $277,799 |
Participant contributions at end of year | 2014-12-31 | $727 |
Participant contributions at beginning of year | 2014-12-31 | $128 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $56 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $1,360 |
Administrative expenses (other) incurred | 2014-12-31 | $31,260 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $309,136 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,318,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,009,399 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,317,864 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,010,631 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $226,211 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $163,614 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HENDERSON HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2014-12-31 | 621114363 |
2013 : AUTOMATION IG, LLC 401K PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,360 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $831,474 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $80,822 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $71,972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $256,672 |
Value of total assets at end of year | 2013-12-31 | $5,010,759 |
Value of total assets at beginning of year | 2013-12-31 | $4,258,747 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,850 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $11,986 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $11,986 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $256,672 |
Participant contributions at end of year | 2013-12-31 | $128 |
Participant contributions at beginning of year | 2013-12-31 | $4,238 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $1,360 |
Administrative expenses (other) incurred | 2013-12-31 | $8,850 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $750,652 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,009,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,258,747 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,010,631 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,254,509 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $562,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $71,972 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HENDERSON HUTCHERSON & MCCULLOUGH |
Accountancy firm EIN | 2013-12-31 | 621114363 |
2012 : AUTOMATION IG, LLC 401K PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $244 |
Total income from all sources (including contributions) | 2012-12-31 | $629,074 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $213,448 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $202,112 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $248,744 |
Value of total assets at end of year | 2012-12-31 | $4,258,747 |
Value of total assets at beginning of year | 2012-12-31 | $3,843,365 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $11,336 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $61,444 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $215,092 |
Participant contributions at end of year | 2012-12-31 | $4,238 |
Participant contributions at beginning of year | 2012-12-31 | $6,302 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $33,652 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $244 |
Administrative expenses (other) incurred | 2012-12-31 | $11,336 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $415,626 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,258,747 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,843,121 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,254,509 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,837,063 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $318,886 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Income. Dividends from common stock | 2012-12-31 | $61,444 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $202,112 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | LOWARANCE AND ASSOCIATES |
Accountancy firm EIN | 2012-12-31 | 621703499 |
2011 : AUTOMATION IG, LLC 401K PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $244 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $244 |
Total income from all sources (including contributions) | 2011-12-31 | $122,673 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $133,113 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $126,197 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $202,916 |
Value of total assets at end of year | 2011-12-31 | $3,843,365 |
Value of total assets at beginning of year | 2011-12-31 | $3,853,805 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,916 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $62,484 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $202,916 |
Participant contributions at end of year | 2011-12-31 | $6,302 |
Participant contributions at beginning of year | 2011-12-31 | $6,559 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $244 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $244 |
Administrative expenses (other) incurred | 2011-12-31 | $6,916 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-10,440 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,843,121 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,853,561 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,837,063 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,847,246 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-142,727 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Income. Dividends from common stock | 2011-12-31 | $62,484 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $126,197 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LOWRANCE AND ASSOCIATES |
Accountancy firm EIN | 2011-12-31 | 621703499 |
2010 : AUTOMATION IG, LLC 401K PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $244 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $244 |
Total income from all sources (including contributions) | 2010-12-31 | $570,578 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $261,145 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $258,607 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $201,554 |
Value of total assets at end of year | 2010-12-31 | $3,853,805 |
Value of total assets at beginning of year | 2010-12-31 | $3,544,372 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,538 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $52,321 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $201,554 |
Participant contributions at end of year | 2010-12-31 | $6,559 |
Participant contributions at beginning of year | 2010-12-31 | $2,319 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $244 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $244 |
Administrative expenses (other) incurred | 2010-12-31 | $2,538 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $309,433 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,853,561 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,544,128 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,847,246 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,542,053 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $316,703 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Income. Dividends from common stock | 2010-12-31 | $52,321 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $258,607 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LOWRANCE AND ASSOCIATES |
Accountancy firm EIN | 2010-12-31 | 621703499 |