Plan Name | SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SCHWEITZER ENGINEERING LABORATORIES INC. |
Employer identification number (EIN): | 911196408 |
NAIC Classification: | 335310 |
Additional information about SCHWEITZER ENGINEERING LABORATORIES INC.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1982-12-06 |
Company Identification Number: | 600500143 |
Legal Registered Office Address: |
300 DESCHUTES WAY SW STE 208 MC-CSC1 TUMWATER United States of America (USA) 98501 |
More information about SCHWEITZER ENGINEERING LABORATORIES INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | JOSEPH NESTEGARD | 2020-10-12 | ||
003 | 2018-01-01 | JOSEPH NESTEGARD | 2019-10-13 | ||
003 | 2017-01-01 | ||||
003 | 2016-01-01 | ||||
003 | 2015-01-01 | JOSEPH NESTEGARD | |||
003 | 2014-01-01 | JOSEPH NESTEGARD | |||
003 | 2013-01-01 | JOSEPH NESTEGARD | |||
003 | 2012-01-01 | JOSEPH NESTEGARD | |||
003 | 2011-01-01 | NANCY HINDMAN | |||
003 | 2009-01-01 | NANCY HINDMAN | NANCY HINDMAN | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 4,452 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4,124 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,082 |
Total of all active and inactive participants | 2022-01-01 | 5,235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 13 |
Total participants | 2022-01-01 | 5,248 |
Number of participants with account balances | 2022-01-01 | 5,161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 4,243 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3,467 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 959 |
Total of all active and inactive participants | 2021-01-01 | 4,448 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 4,452 |
Number of participants with account balances | 2021-01-01 | 4,411 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 4,789 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3,448 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 778 |
Total of all active and inactive participants | 2020-01-01 | 4,238 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 5 |
Total participants | 2020-01-01 | 4,243 |
Number of participants with account balances | 2020-01-01 | 4,219 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4,667 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3,972 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 804 |
Total of all active and inactive participants | 2019-01-01 | 4,786 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 4,789 |
Number of participants with account balances | 2019-01-01 | 3,928 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 4,384 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3,947 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 688 |
Total of all active and inactive participants | 2018-01-01 | 4,642 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 4,645 |
Number of participants with account balances | 2018-01-01 | 3,583 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3,829 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3,726 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 596 |
Total of all active and inactive participants | 2017-01-01 | 4,327 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 4,328 |
Number of participants with account balances | 2017-01-01 | 3,112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 3,507 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3,399 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 388 |
Total of all active and inactive participants | 2016-01-01 | 3,787 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 3,789 |
Number of participants with account balances | 2016-01-01 | 2,581 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3,108 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3,145 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 331 |
Total of all active and inactive participants | 2015-01-01 | 3,476 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 3,479 |
Number of participants with account balances | 2015-01-01 | 2,307 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2,973 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,816 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 260 |
Total of all active and inactive participants | 2014-01-01 | 3,076 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 3,077 |
Number of participants with account balances | 2014-01-01 | 1,984 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 3,032 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,739 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 217 |
Total of all active and inactive participants | 2013-01-01 | 2,956 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2,956 |
Number of participants with account balances | 2013-01-01 | 1,823 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,445 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,797 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 170 |
Total of all active and inactive participants | 2012-01-01 | 2,967 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2,967 |
Number of participants with account balances | 2012-01-01 | 1,742 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,016 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,276 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 149 |
Total of all active and inactive participants | 2011-01-01 | 2,425 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 2,425 |
Number of participants with account balances | 2011-01-01 | 1,437 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 54 |
2009: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,589 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,607 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 94 |
Total of all active and inactive participants | 2009-01-01 | 1,701 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 1,701 |
Number of participants with account balances | 2009-01-01 | 1,011 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $127,319,634 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $47,436 |
Total income from all sources (including contributions) | 2022-12-31 | $-46,038,020 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $109,453,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $109,200,137 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $24,448,235 |
Value of total assets at end of year | 2022-12-31 | $319,737,094 |
Value of total assets at beginning of year | 2022-12-31 | $347,956,382 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $253,329 |
Total interest from all sources | 2022-12-31 | $429,325 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $7,769,571 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $7,769,571 |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $20,944,826 |
Participant contributions at end of year | 2022-12-31 | $977,853 |
Participant contributions at beginning of year | 2022-12-31 | $958,119 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,503,409 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $12,529 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $47,436 |
Administrative expenses (other) incurred | 2022-12-31 | $253,329 |
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 | $-155,491,486 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $319,737,094 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $347,908,946 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $202,237,783 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $325,805,548 |
Interest earned on other investments | 2022-12-31 | $429,325 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $116,521,458 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $21,192,715 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-73,610,664 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-5,074,487 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $109,187,608 |
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 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2022-12-31 | 134008324 |
2021 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $91,023,908 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $47,436 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $58,659 |
Total income from all sources (including contributions) | 2021-12-31 | $60,534,391 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $96,091,140 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $95,798,489 |
Value of total corrective distributions | 2021-12-31 | $47,471 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $22,077,182 |
Value of total assets at end of year | 2021-12-31 | $347,956,382 |
Value of total assets at beginning of year | 2021-12-31 | $292,500,446 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $245,180 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $18,414,806 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $18,414,806 |
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 | $19,378,588 |
Participant contributions at end of year | 2021-12-31 | $958,119 |
Participant contributions at beginning of year | 2021-12-31 | $852,549 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,679,191 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $11,833 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $47,436 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $58,659 |
Administrative expenses (other) incurred | 2021-12-31 | $245,180 |
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 | $-35,556,749 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $347,908,946 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $292,441,787 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $325,805,548 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $263,629,223 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $21,192,715 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $28,018,674 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $19,665,596 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $376,807 |
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 | $19,403 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $95,786,656 |
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 | RSM US LLP |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $48,670,647 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $58,659 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $241,418 |
Total income from all sources (including contributions) | 2020-12-31 | $72,707,790 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $39,851,751 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $39,533,786 |
Value of total corrective distributions | 2020-12-31 | $58,659 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $22,279,567 |
Value of total assets at end of year | 2020-12-31 | $292,500,446 |
Value of total assets at beginning of year | 2020-12-31 | $211,156,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $259,306 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $11,335,139 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $11,335,139 |
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 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $18,697,658 |
Participant contributions at end of year | 2020-12-31 | $852,549 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,581,909 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $58,659 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $162,622 |
Administrative expenses (other) incurred | 2020-12-31 | $259,306 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $78,796 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $2,670 |
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 | $32,856,039 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $292,441,787 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $210,915,101 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $263,629,223 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $197,215,898 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $28,018,674 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $13,937,951 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $39,093,084 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $39,533,786 |
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 | 2020-12-31 | Yes |
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 | RSM US LLP |
Accountancy firm EIN | 2020-12-31 | 420714325 |
2019 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $52,284,064 |
Total transfer of assets to this plan | 2019-12-31 | $52,284,064 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $241,418 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $241,418 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $91,948 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $91,948 |
Total income from all sources (including contributions) | 2019-12-31 | $55,466,539 |
Total income from all sources (including contributions) | 2019-12-31 | $55,466,539 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $50,555,777 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $50,189,033 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $50,189,033 |
Value of total corrective distributions | 2019-12-31 | $162,622 |
Value of total corrective distributions | 2019-12-31 | $162,622 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $17,770,549 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $17,770,549 |
Value of total assets at end of year | 2019-12-31 | $211,156,519 |
Value of total assets at end of year | 2019-12-31 | $211,156,519 |
Value of total assets at beginning of year | 2019-12-31 | $153,812,223 |
Value of total assets at beginning of year | 2019-12-31 | $153,812,223 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $204,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $204,122 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $7,298,198 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $7,298,198 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $7,298,198 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $7,298,198 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $15,685,521 |
Contributions received from participants | 2019-12-31 | $15,685,521 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,085,028 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,085,028 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $162,622 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $162,622 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $91,948 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $91,948 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $78,796 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $78,796 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $2,670 |
Total non interest bearing cash at end of year | 2019-12-31 | $2,670 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $7,613 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $7,613 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,910,762 |
Value of net income/loss | 2019-12-31 | $4,910,762 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $210,915,101 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $153,720,275 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $153,720,275 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $197,215,898 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $197,215,898 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $143,950,814 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $143,950,814 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $13,937,951 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $13,937,951 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $9,853,796 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $9,853,796 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $30,124,811 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $30,124,811 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $272,981 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $272,981 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $50,189,033 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $50,189,033 |
Contract administrator fees | 2019-12-31 | $204,122 |
Contract administrator fees | 2019-12-31 | $204,122 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm EIN | 2019-12-31 | 420714325 |
Accountancy firm EIN | 2019-12-31 | 420714325 |
2018 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $32,851,332 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $91,948 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $175,065 |
Total income from all sources (including contributions) | 2018-12-31 | $8,246,395 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $31,924,317 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $31,744,052 |
Value of total corrective distributions | 2018-12-31 | $91,948 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $14,971,657 |
Value of total assets at end of year | 2018-12-31 | $153,812,223 |
Value of total assets at beginning of year | 2018-12-31 | $144,721,930 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $88,317 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $7,187,991 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $7,187,991 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $13,201,074 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,770,583 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $91,948 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $112,760 |
Total non interest bearing cash at end of year | 2018-12-31 | $7,613 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $6 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-23,677,922 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $153,720,275 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $144,546,865 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $143,950,814 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $138,491,444 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $9,853,796 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $6,230,480 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-14,071,646 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $158,393 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $31,744,052 |
Contract administrator fees | 2018-12-31 | $88,317 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $62,305 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | RSM US LLP |
Accountancy firm EIN | 2018-12-31 | 420714325 |
2017 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $71,510,097 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $175,065 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $20,348 |
Total income from all sources (including contributions) | 2017-12-31 | $34,335,359 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $55,282,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $55,110,117 |
Value of total corrective distributions | 2017-12-31 | $112,760 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $13,227,233 |
Value of total assets at end of year | 2017-12-31 | $144,721,930 |
Value of total assets at beginning of year | 2017-12-31 | $94,003,839 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $59,205 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $8,498,683 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $8,498,683 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $11,173,536 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,053,697 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $112,760 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $18,948 |
Total non interest bearing cash at end of year | 2017-12-31 | $6 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $9 |
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 | $-20,946,723 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $144,546,865 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $93,983,491 |
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 registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $138,491,444 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $88,622,071 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $6,230,480 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $5,381,759 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $12,505,713 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $103,730 |
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 | No |
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 | $55,110,117 |
Contract administrator fees | 2017-12-31 | $59,205 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $62,305 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $1,400 |
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 | RSM US LLP |
Accountancy firm EIN | 2017-12-31 | 420714325 |
2016 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2016 401k financial data | ||
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 | $20,348 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $122,580 |
Total income from all sources (including contributions) | 2016-12-31 | $18,912,654 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $4,006,376 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,939,211 |
Value of total corrective distributions | 2016-12-31 | $18,948 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $13,744,920 |
Value of total assets at end of year | 2016-12-31 | $94,003,839 |
Value of total assets at beginning of year | 2016-12-31 | $79,199,793 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $48,217 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,970,947 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,970,947 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $9,791,199 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,953,721 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $18,948 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $111,133 |
Total non interest bearing cash at end of year | 2016-12-31 | $9 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $14,906,278 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $93,983,491 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $79,077,213 |
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 registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $88,622,071 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $74,194,062 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $5,381,759 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $5,005,731 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,129,628 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $67,159 |
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 | $3,939,211 |
Contract administrator fees | 2016-12-31 | $48,217 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $1,400 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $11,447 |
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 | RSM US LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $122,580 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $103,003 |
Total income from all sources (including contributions) | 2015-12-31 | $10,173,714 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,968,190 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,862,432 |
Value of total corrective distributions | 2015-12-31 | $68,011 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $9,589,309 |
Value of total assets at end of year | 2015-12-31 | $79,199,793 |
Value of total assets at beginning of year | 2015-12-31 | $71,974,692 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $37,747 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $4,541,011 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $4,541,011 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $8,463,379 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,125,930 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $111,133 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $96,298 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $29,155 |
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 | $7,205,524 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $79,077,213 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $71,871,689 |
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 end of year | 2015-12-31 | $74,194,062 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $67,088,118 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $5,005,731 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $4,857,419 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-4,036,339 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $79,733 |
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 | $2,862,432 |
Contract administrator fees | 2015-12-31 | $37,747 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $11,447 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $6,705 |
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 | RSM US LLP |
Accountancy firm EIN | 2015-12-31 | 420714325 |
2014 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2014 401k financial data | ||
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 | $103,003 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $76,632 |
Total income from all sources (including contributions) | 2014-12-31 | $12,688,145 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $4,494,915 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,358,130 |
Value of total corrective distributions | 2014-12-31 | $96,298 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $8,192,400 |
Value of total assets at end of year | 2014-12-31 | $71,974,692 |
Value of total assets at beginning of year | 2014-12-31 | $63,755,091 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $40,487 |
Total interest from all sources | 2014-12-31 | $17 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,717,719 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,717,719 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $7,355,581 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $1,826 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $836,819 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $96,298 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $76,632 |
Total non interest bearing cash at end of year | 2014-12-31 | $29,155 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $1,646,024 |
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 | $8,193,230 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $71,871,689 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $63,678,459 |
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 | $67,088,118 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $57,568,928 |
Interest on participant loans | 2014-12-31 | $17 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,857,419 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $4,538,313 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $708,282 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $69,727 |
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 | $4,358,130 |
Contract administrator fees | 2014-12-31 | $40,487 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $6,705 |
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 | MCGLADREY, LLP |
Accountancy firm EIN | 2014-12-31 | 420714325 |
2013 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2013 401k financial data | ||
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 | $76,632 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,521 |
Total income from all sources (including contributions) | 2013-12-31 | $18,710,348 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,254,912 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,144,940 |
Value of total corrective distributions | 2013-12-31 | $76,632 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $8,017,726 |
Value of total assets at end of year | 2013-12-31 | $63,755,091 |
Value of total assets at beginning of year | 2013-12-31 | $48,227,544 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $33,340 |
Total interest from all sources | 2013-12-31 | $162 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,653,232 |
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 | $2,653,232 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $6,599,187 |
Participant contributions at end of year | 2013-12-31 | $1,826 |
Participant contributions at beginning of year | 2013-12-31 | $6,087 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,418,539 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $76,632 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $4,521 |
Total non interest bearing cash at end of year | 2013-12-31 | $1,646,024 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $17,349 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $15,455,436 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $63,678,459 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $48,223,023 |
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 | $57,568,928 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $44,149,705 |
Interest on participant loans | 2013-12-31 | $162 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $4,538,313 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $4,054,403 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $7,958,780 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $80,448 |
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 |
Contributions received in cash from employer | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,144,940 |
Contract administrator fees | 2013-12-31 | $33,340 |
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 | MCGLADREY, LLP |
Accountancy firm EIN | 2013-12-31 | 420714325 |
2012 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2012 401k financial data | ||
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 | $4,521 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $11,918,068 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,538,123 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,521,770 |
Value of total corrective distributions | 2012-12-31 | $4,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $6,642,961 |
Value of total assets at end of year | 2012-12-31 | $48,227,544 |
Value of total assets at beginning of year | 2012-12-31 | $37,843,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $11,832 |
Total interest from all sources | 2012-12-31 | $329 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,481,091 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,481,091 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $5,743,430 |
Participant contributions at end of year | 2012-12-31 | $6,087 |
Participant contributions at beginning of year | 2012-12-31 | $10,181 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $899,531 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $4,521 |
Total non interest bearing cash at end of year | 2012-12-31 | $17,349 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $1,250 |
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 | $10,379,945 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $48,223,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $37,843,078 |
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 | $44,149,705 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $34,418,463 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $329 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $4,054,403 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,413,184 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,766,666 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $27,021 |
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 |
Contributions received in cash from employer | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,521,770 |
Contract administrator fees | 2012-12-31 | $11,832 |
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 | MCGLADREY, LLP |
Accountancy firm EIN | 2012-12-31 | 420714325 |
2011 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,518,350 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,518,350 |
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 | $3,830,450 |
Total loss/gain on sale of assets | 2011-12-31 | $-183,602 |
Total of all expenses incurred | 2011-12-31 | $1,331,134 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,308,900 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $4,146 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,709,013 |
Value of total assets at end of year | 2011-12-31 | $37,843,078 |
Value of total assets at beginning of year | 2011-12-31 | $35,343,762 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $18,088 |
Total interest from all sources | 2011-12-31 | $490 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $812,605 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $812,605 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $4,669,805 |
Participant contributions at end of year | 2011-12-31 | $11,431 |
Participant contributions at beginning of year | 2011-12-31 | $14,324 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $39,208 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,499,316 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $37,843,078 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $35,343,762 |
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 | $34,418,463 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $32,854,383 |
Interest on participant loans | 2011-12-31 | $490 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,413,184 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,475,055 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $4,527 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $5,767 |
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 |
Contributions received in cash from employer | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,308,900 |
Contract administrator fees | 2011-12-31 | $18,088 |
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 | 2011-12-31 | No |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $15,924,534 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $16,108,136 |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2011-12-31 | 420714325 |
2010 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $3,324,060 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $3,324,060 |
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 | $8,233,323 |
Total loss/gain on sale of assets | 2010-12-31 | $-60,706 |
Total of all expenses incurred | 2010-12-31 | $1,286,965 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,246,706 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $24,455 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,081,225 |
Value of total assets at end of year | 2010-12-31 | $35,343,762 |
Value of total assets at beginning of year | 2010-12-31 | $28,397,404 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $15,804 |
Total interest from all sources | 2010-12-31 | $1,215 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $850,826 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $850,826 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,947,582 |
Participant contributions at end of year | 2010-12-31 | $14,324 |
Participant contributions at beginning of year | 2010-12-31 | $38,782 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $133,643 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $6,946,358 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $35,343,762 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,397,404 |
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 | $32,854,383 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $25,988,045 |
Interest on participant loans | 2010-12-31 | $1,215 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,475,055 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,370,577 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $24,467 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $12,236 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,246,706 |
Contract administrator fees | 2010-12-31 | $15,804 |
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 | 2010-12-31 | No |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $4,771,708 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $4,832,414 |
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 | MCGLADREY & PULLEN, LLP |
Accountancy firm EIN | 2010-12-31 | 420714325 |
2009 : SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SCHWEITZER ENGINEERING LAB., INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |