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ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN
Plan identification number 002

ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORBIX DBA PETOL GEARENCH has sponsored the creation of one or more 401k plans.

Company Name:ORBIX DBA PETOL GEARENCH
Employer identification number (EIN):741982251
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01KRIST HALL
0022017-01-01KRIST HALL
0022016-01-01KRIST HALL
0022015-01-01KRIST HALL
0022014-01-01KRIST HALL
0022013-01-01KRIST HALL
0022012-01-01KRIST HALL
0022011-01-01KRIST HALL
0022009-01-01KRIST HALL

Plan Statistics for ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN

Measure Date Value
2023: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0162
Total number of active participants reported on line 7a of the Form 55002023-01-0161
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-014
Total of all active and inactive participants2023-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0165
Number of participants with account balances2023-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0157
Total number of active participants reported on line 7a of the Form 55002022-01-0158
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0162
Number of participants with account balances2022-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0157
Total number of active participants reported on line 7a of the Form 55002021-01-0154
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0157
Number of participants with account balances2021-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0163
Total number of active participants reported on line 7a of the Form 55002020-01-0154
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0157
Number of participants with account balances2020-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0161
Total number of active participants reported on line 7a of the Form 55002019-01-0162
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0163
Number of participants with account balances2019-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0160
Total number of active participants reported on line 7a of the Form 55002018-01-0160
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0161
Number of participants with account balances2018-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0160
Total number of active participants reported on line 7a of the Form 55002017-01-0157
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0160
Number of participants with account balances2017-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0170
Total number of active participants reported on line 7a of the Form 55002016-01-0158
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0160
Number of participants with account balances2016-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0175
Total number of active participants reported on line 7a of the Form 55002015-01-0168
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0170
Number of participants with account balances2015-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0168
Total number of active participants reported on line 7a of the Form 55002014-01-0175
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0175
Number of participants with account balances2014-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0169
Total number of active participants reported on line 7a of the Form 55002013-01-0168
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0168
Number of participants with account balances2013-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0162
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0169
Number of participants with account balances2012-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0160
Total number of active participants reported on line 7a of the Form 55002011-01-0160
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0162
Number of participants with account balances2011-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0161
Total number of active participants reported on line 7a of the Form 55002009-01-0159
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0160
Number of participants with account balances2009-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN

Measure Date Value
2023 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$3,749,208
Expenses. Total of all expenses incurred2023-12-31$3,853,633
Benefits paid (including direct rollovers)2023-12-31$3,830,565
Total plan assets at end of year2023-12-31$14,426,906
Total plan assets at beginning of year2023-12-31$14,531,331
Value of fidelity bond covering the plan2023-12-31$1,000,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$413,690
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$890
Other income received2023-12-31$3,145,022
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-104,425
Net plan assets at end of year (total assets less liabilities)2023-12-31$14,426,906
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$14,531,331
Assets. Value of participant loans2023-12-31$100,831
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$189,606
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$23,068
2022 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-3,157,158
Expenses. Total of all expenses incurred2022-12-31$624,582
Benefits paid (including direct rollovers)2022-12-31$608,313
Total plan assets at end of year2022-12-31$14,531,331
Total plan assets at beginning of year2022-12-31$18,313,071
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$416,496
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-3,754,831
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-3,781,740
Net plan assets at end of year (total assets less liabilities)2022-12-31$14,531,331
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$18,313,071
Assets. Value of participant loans2022-12-31$135,054
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$181,177
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$5,713
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$10,556
2021 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,711,764
Expenses. Total of all expenses incurred2021-12-31$639,405
Benefits paid (including direct rollovers)2021-12-31$642,526
Total plan assets at end of year2021-12-31$18,313,071
Total plan assets at beginning of year2021-12-31$16,240,712
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$364,249
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$2,176,727
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,072,359
Net plan assets at end of year (total assets less liabilities)2021-12-31$18,313,071
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$16,240,712
Assets. Value of participant loans2021-12-31$123,371
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$170,788
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$-3,121
2020 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$3,547,879
Expenses. Total of all expenses incurred2020-12-31$2,555,557
Benefits paid (including direct rollovers)2020-12-31$2,550,875
Total plan assets at end of year2020-12-31$16,240,712
Total plan assets at beginning of year2020-12-31$15,248,390
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$352,818
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$3,041,478
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$992,322
Net plan assets at end of year (total assets less liabilities)2020-12-31$16,240,712
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$15,248,390
Assets. Value of participant loans2020-12-31$185,921
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$153,583
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,682
2019 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,159,545
Expenses. Total of all expenses incurred2019-12-31$236,582
Benefits paid (including direct rollovers)2019-12-31$231,978
Total plan assets at end of year2019-12-31$15,248,390
Total plan assets at beginning of year2019-12-31$12,325,427
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$364,041
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$79,539
Other income received2019-12-31$2,558,490
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,922,963
Net plan assets at end of year (total assets less liabilities)2019-12-31$15,248,390
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$12,325,427
Assets. Value of participant loans2019-12-31$211,294
Total contributions received or receivable from employer(s)2019-12-31$157,475
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,604
2018 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$31,763
Expenses. Total of all expenses incurred2018-12-31$446,976
Benefits paid (including direct rollovers)2018-12-31$441,657
Total plan assets at end of year2018-12-31$12,325,427
Total plan assets at beginning of year2018-12-31$12,740,640
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$343,391
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$5,862
Other income received2018-12-31$-469,010
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-415,213
Net plan assets at end of year (total assets less liabilities)2018-12-31$12,325,427
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$12,740,640
Assets. Value of participant loans2018-12-31$159,065
Total contributions received or receivable from employer(s)2018-12-31$151,520
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$2,553
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,766
2017 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,559,301
Expenses. Total of all expenses incurred2017-12-31$948,180
Benefits paid (including direct rollovers)2017-12-31$947,139
Total plan assets at end of year2017-12-31$12,740,640
Total plan assets at beginning of year2017-12-31$11,129,519
Value of fidelity bond covering the plan2017-12-31$1,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$282,639
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$2,144,774
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,611,121
Net plan assets at end of year (total assets less liabilities)2017-12-31$12,740,640
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$11,129,519
Assets. Value of participant loans2017-12-31$157,816
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$131,888
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,041
2016 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,056,095
Expenses. Total of all expenses incurred2016-12-31$502,241
Benefits paid (including direct rollovers)2016-12-31$485,538
Total plan assets at end of year2016-12-31$11,129,519
Total plan assets at beginning of year2016-12-31$10,575,665
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$282,034
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$29,958
Other income received2016-12-31$617,737
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$553,854
Net plan assets at end of year (total assets less liabilities)2016-12-31$11,129,519
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$10,575,665
Assets. Value of participant loans2016-12-31$217,131
Total contributions received or receivable from employer(s)2016-12-31$126,366
Value of certain deemed distributions of participant loans2016-12-31$15,328
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,375
2015 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$682,412
Expenses. Total of all expenses incurred2015-12-31$56,840
Benefits paid (including direct rollovers)2015-12-31$54,734
Total plan assets at end of year2015-12-31$10,575,665
Total plan assets at beginning of year2015-12-31$9,950,093
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$342,492
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$195,879
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$625,572
Net plan assets at end of year (total assets less liabilities)2015-12-31$10,575,665
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$9,950,093
Assets. Value of participant loans2015-12-31$289,862
Total contributions received or receivable from employer(s)2015-12-31$144,041
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,106
2014 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,211,444
Expenses. Total of all expenses incurred2014-12-31$43,987
Benefits paid (including direct rollovers)2014-12-31$42,418
Total plan assets at end of year2014-12-31$9,950,093
Total plan assets at beginning of year2014-12-31$8,782,636
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$379,888
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$6,821
Other income received2014-12-31$669,159
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$1,167,457
Net plan assets at end of year (total assets less liabilities)2014-12-31$9,950,093
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,782,636
Assets. Value of participant loans2014-12-31$242,574
Total contributions received or receivable from employer(s)2014-12-31$155,576
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,569
2013 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,860,787
Expenses. Total of all expenses incurred2013-12-31$137,179
Benefits paid (including direct rollovers)2013-12-31$133,287
Total plan assets at end of year2013-12-31$8,782,636
Total plan assets at beginning of year2013-12-31$7,059,028
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$304,702
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,417,537
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,723,608
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,782,636
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,059,028
Assets. Value of participant loans2013-12-31$249,277
Total contributions received or receivable from employer(s)2013-12-31$138,548
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,892
2012 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,152,146
Expenses. Total of all expenses incurred2012-12-31$23,498
Benefits paid (including direct rollovers)2012-12-31$21,448
Total plan assets at end of year2012-12-31$7,059,028
Total plan assets at beginning of year2012-12-31$5,930,380
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$272,024
Other income received2012-12-31$749,643
Net income (gross income less expenses)2012-12-31$1,128,648
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,059,028
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,930,380
Assets. Value of participant loans2012-12-31$214,486
Total contributions received or receivable from employer(s)2012-12-31$130,479
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$164,370
Expenses. Total of all expenses incurred2011-12-31$45,191
Benefits paid (including direct rollovers)2011-12-31$49,400
Total plan assets at end of year2011-12-31$5,930,380
Total plan assets at beginning of year2011-12-31$5,811,201
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$254,390
Other income received2011-12-31$-209,322
Net income (gross income less expenses)2011-12-31$119,179
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,930,380
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,811,201
Assets. Value of participant loans2011-12-31$218,879
Total contributions received or receivable from employer(s)2011-12-31$119,302
Value of certain deemed distributions of participant loans2011-12-31$-5,868
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,659
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$998,786
Expenses. Total of all expenses incurred2010-12-31$177,225
Benefits paid (including direct rollovers)2010-12-31$168,632
Total plan assets at end of year2010-12-31$5,811,201
Total plan assets at beginning of year2010-12-31$4,989,640
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$224,024
Other income received2010-12-31$670,557
Net income (gross income less expenses)2010-12-31$821,561
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,811,201
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,989,640
Assets. Value of participant loans2010-12-31$259,744
Total contributions received or receivable from employer(s)2010-12-31$104,205
Value of certain deemed distributions of participant loans2010-12-31$5,869
Value of corrective distributions2010-12-31$657
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,067
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT 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 ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN

2023: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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