401k Plan data: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN plan

CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN
Plan identification number	002

CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CLIMAX PORTABLE MACHINE TOOLS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CLIMAX PORTABLE MACHINE TOOLS, INC.

Employer identification number (EIN): 930553883

NAIC Classification: 332700

Additional information about CLIMAX PORTABLE MACHINE TOOLS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2066-06-09

Company Identification Number: 7840614

Legal Registered Office Address: 8130 SW BEAVTON-HILLSDALE HWY

PORTLAND
United States of America (USA)
97225

More information about CLIMAX PORTABLE MACHINE TOOLS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KAREN KINSLOW
002 2016-01-01 KAREN KINSLOW
002 2015-01-01 KAREN KINSLOW
002 2014-01-01 KAREN KINSLOW
002 2013-01-01 KAREN KINSLOW
002 2012-01-01 KAREN KINSLOW
002 2011-01-01 KAREN KINSLOW
002 2010-01-01 KAREN KINSLOW
002 2009-01-01 KAREN KINSLOW

Plan Statistics for CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 130
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 87
Total of all active and inactive participants 2022-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 217
Number of participants with account balances 2022-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 19
2021: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 124
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 83
Total of all active and inactive participants 2021-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 208
Number of participants with account balances 2021-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 21
2020: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 109
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 72
Total of all active and inactive participants 2020-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 182
Number of participants with account balances 2020-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 14
2019: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 129
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 61
Total of all active and inactive participants 2019-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 191
Number of participants with account balances 2019-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 126
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 74
Total of all active and inactive participants 2018-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 201
Number of participants with account balances 2018-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 118
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 67
Total of all active and inactive participants 2017-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 186
Number of participants with account balances 2017-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14
2016: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 122
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 56
Total of all active and inactive participants 2016-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 179
Number of participants with account balances 2016-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 23
2015: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 142
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 40
Total of all active and inactive participants 2015-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 183
Number of participants with account balances 2015-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 25
2014: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 169
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 22
Total of all active and inactive participants 2014-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 193
Number of participants with account balances 2014-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 168
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 19
Total of all active and inactive participants 2013-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 188
Number of participants with account balances 2013-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 156
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 26
Total of all active and inactive participants 2012-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 183
Number of participants with account balances 2012-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 148
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 23
Total of all active and inactive participants 2011-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 171
Number of participants with account balances 2011-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2010: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 136
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 17
Total of all active and inactive participants 2010-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 153
Number of participants with account balances 2010-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 115
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 22
Total of all active and inactive participants 2009-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 137
Number of participants with account balances 2009-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 15

Measure	Date	Value
2022: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	130
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	87
Total of all active and inactive participants	2022-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	217
Number of participants with account balances	2022-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	19
2021: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	124
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	83
Total of all active and inactive participants	2021-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	208
Number of participants with account balances	2021-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	21
2020: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	109
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	72
Total of all active and inactive participants	2020-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	182
Number of participants with account balances	2020-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	14
2019: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	129
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	61
Total of all active and inactive participants	2019-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	191
Number of participants with account balances	2019-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	126
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	74
Total of all active and inactive participants	2018-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	201
Number of participants with account balances	2018-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	118
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	67
Total of all active and inactive participants	2017-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	186
Number of participants with account balances	2017-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14
2016: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	122
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	56
Total of all active and inactive participants	2016-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	179
Number of participants with account balances	2016-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	23
2015: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	142
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	40
Total of all active and inactive participants	2015-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	183
Number of participants with account balances	2015-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	25
2014: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	169
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	22
Total of all active and inactive participants	2014-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	193
Number of participants with account balances	2014-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	168
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	19
Total of all active and inactive participants	2013-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	188
Number of participants with account balances	2013-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	156
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	26
Total of all active and inactive participants	2012-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	183
Number of participants with account balances	2012-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	148
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	23
Total of all active and inactive participants	2011-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	171
Number of participants with account balances	2011-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2010: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	136
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	17
Total of all active and inactive participants	2010-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	153
Number of participants with account balances	2010-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	115
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	22
Total of all active and inactive participants	2009-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	137
Number of participants with account balances	2009-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	15

Financial Data on CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2022 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$25,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$16,550
Total income from all sources (including contributions)	2022-12-31	$-1,442,783
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$979,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$883,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,103,653
Value of total assets at end of year	2022-12-31	$13,583,417
Value of total assets at beginning of year	2022-12-31	$15,996,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$96,233
Total interest from all sources	2022-12-31	$6,413
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$318,646
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	$318,646
Administrative expenses professional fees incurred	2022-12-31	$3,000
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	$716,289
Participant contributions at end of year	2022-12-31	$112,440
Participant contributions at beginning of year	2022-12-31	$137,284
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$145,961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$25,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$16,550
Administrative expenses (other) incurred	2022-12-31	$1,680
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,422,079
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,558,288
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,980,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$45,350
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,848,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,859,633
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$6,413
Value of interest in common/collective trusts at end of year	2022-12-31	$622,649
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,884,675
Net investment gain or loss from common/collective trusts	2022-12-31	$13,180
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
Contributions received in cash from employer	2022-12-31	$241,403
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$883,063
Contract administrator fees	2022-12-31	$46,203
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	GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN	2022-12-31	931042710
2021 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$16,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$16,290
Total income from all sources (including contributions)	2021-12-31	$2,887,275
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,196,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,090,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,113,091
Value of total assets at end of year	2021-12-31	$15,996,917
Value of total assets at beginning of year	2021-12-31	$14,306,029
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$106,015
Total interest from all sources	2021-12-31	$7,789
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$501,420
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	$501,420
Administrative expenses professional fees incurred	2021-12-31	$15,250
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$703,453
Participant contributions at end of year	2021-12-31	$137,284
Participant contributions at beginning of year	2021-12-31	$121,754
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$166,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$16,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$16,290
Administrative expenses (other) incurred	2021-12-31	$1,395
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$1,690,628
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,980,367
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,289,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$45,368
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,859,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,184,275
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$7,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,264,975
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	$243,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,090,632
Contract administrator fees	2021-12-31	$44,002
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	GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN	2021-12-31	931042710
2020 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$16,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$9,938
Total income from all sources (including contributions)	2020-12-31	$2,654,826
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,296,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,149,630
Expenses. Certain deemed distributions of participant loans	2020-12-31	$49,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$998,522
Value of total assets at end of year	2020-12-31	$14,306,029
Value of total assets at beginning of year	2020-12-31	$13,941,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$96,948
Total interest from all sources	2020-12-31	$14,102
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$303,502
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	$303,502
Administrative expenses professional fees incurred	2020-12-31	$14,500
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$685,318
Participant contributions at end of year	2020-12-31	$121,754
Participant contributions at beginning of year	2020-12-31	$174,247
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$91
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$69,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$16,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$9,938
Administrative expenses (other) incurred	2020-12-31	$2,065
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	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$358,451
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,289,739
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,931,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$37,893
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,184,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$13,257,099
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$11,088
Interest earned on other investments	2020-12-31	$3,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$509,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,338,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$243,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,149,630
Contract administrator fees	2020-12-31	$42,490
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	GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN	2020-12-31	931042710
2019 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$9,938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$22,104
Total income from all sources (including contributions)	2019-12-31	$3,484,769
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,158,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,048,924
Expenses. Certain deemed distributions of participant loans	2019-12-31	$23,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,116,035
Value of total assets at end of year	2019-12-31	$13,941,226
Value of total assets at beginning of year	2019-12-31	$11,626,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$85,528
Total interest from all sources	2019-12-31	$19,957
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$412,195
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	$412,195
Administrative expenses professional fees incurred	2019-12-31	$14,500
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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
Contributions received from participants	2019-12-31	$673,888
Participant contributions at end of year	2019-12-31	$174,247
Participant contributions at beginning of year	2019-12-31	$153,179
Participant contributions at end of year	2019-12-31	$91
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$201,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$9,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$22,104
Administrative expenses (other) incurred	2019-12-31	$1,815
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$165
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	$2,326,744
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,931,288
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,604,544
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$5,888
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,257,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,821,782
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$13,006
Interest earned on other investments	2019-12-31	$6,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$509,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$651,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,936,582
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$240,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,048,924
Contract administrator fees	2019-12-31	$63,325
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN	2019-12-31	931042710
2018 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$22,104
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$18,978
Total income from all sources (including contributions)	2018-12-31	$763,809
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,378,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,284,310
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,582
Value of total corrective distributions	2018-12-31	$38
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,372,090
Value of total assets at end of year	2018-12-31	$11,626,648
Value of total assets at beginning of year	2018-12-31	$12,238,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$92,045
Total interest from all sources	2018-12-31	$12,212
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$328,096
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	$328,096
Administrative expenses professional fees incurred	2018-12-31	$15,750
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$643,448
Participant contributions at end of year	2018-12-31	$153,179
Participant contributions at beginning of year	2018-12-31	$74,979
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$496,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$22,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$18,978
Administrative expenses (other) incurred	2018-12-31	$7,291
Total non interest bearing cash at end of year	2018-12-31	$165
Total non interest bearing cash at beginning of year	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$-615,166
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,604,544
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,219,710
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
Investment advisory and management fees	2018-12-31	$7,880
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,821,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,592,630
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$5,680
Interest earned on other investments	2018-12-31	$6,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$651,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$571,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-948,589
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
Contributions received in cash from employer	2018-12-31	$231,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,284,310
Contract administrator fees	2018-12-31	$61,124
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	GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN	2018-12-31	931042710
2017 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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	$1,783,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$18,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$7,805
Total income from all sources (including contributions)	2017-12-31	$2,413,226
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,616,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,533,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$819,165
Value of total assets at end of year	2017-12-31	$12,238,688
Value of total assets at beginning of year	2017-12-31	$9,647,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$83,159
Total interest from all sources	2017-12-31	$10,576
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$292,488
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	$292,488
Administrative expenses professional fees incurred	2017-12-31	$12,750
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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	$602,400
Participant contributions at end of year	2017-12-31	$74,979
Participant contributions at beginning of year	2017-12-31	$26,609
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$18,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$7,805
Administrative expenses (other) incurred	2017-12-31	$7,075
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$320
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	$796,853
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,219,710
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,639,576
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
Investment advisory and management fees	2017-12-31	$9,037
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,592,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,189,096
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$1,204
Interest earned on other investments	2017-12-31	$9,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$571,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$431,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,290,997
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
Contributions received in cash from employer	2017-12-31	$214,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,533,214
Contract administrator fees	2017-12-31	$54,297
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	GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN	2017-12-31	931042710
2016 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$16,654
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$7,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$8,793
Total income from all sources (including contributions)	2016-12-31	$1,702,956
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,018,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,949,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$990,096
Value of total assets at end of year	2016-12-31	$9,647,381
Value of total assets at beginning of year	2016-12-31	$9,946,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$68,825
Total interest from all sources	2016-12-31	$7,493
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$232,454
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	$232,454
Administrative expenses professional fees incurred	2016-12-31	$11,950
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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	$547,511
Participant contributions at end of year	2016-12-31	$26,609
Participant contributions at beginning of year	2016-12-31	$112,060
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$254,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$7,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$8,793
Administrative expenses (other) incurred	2016-12-31	$8,135
Total non interest bearing cash at end of year	2016-12-31	$320
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	$-315,067
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,639,576
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,937,989
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
Investment advisory and management fees	2016-12-31	$8,444
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,189,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,776,503
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$1,927
Interest earned on other investments	2016-12-31	$5,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$431,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$58,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$472,913
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	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$188,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,949,198
Contract administrator fees	2016-12-31	$40,296
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	GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN	2016-12-31	931042710
2015 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$8,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,658
Total income from all sources (including contributions)	2015-12-31	$1,307,862
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,167,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,134,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,352,633
Value of total assets at end of year	2015-12-31	$9,946,782
Value of total assets at beginning of year	2015-12-31	$9,801,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$32,781
Total interest from all sources	2015-12-31	$4,822
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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	$710,367
Participant contributions at end of year	2015-12-31	$112,060
Participant contributions at beginning of year	2015-12-31	$92,963
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$384,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$8,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$3,658
Administrative expenses (other) incurred	2015-12-31	$18,882
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	$140,431
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,937,989
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,797,558
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
Investment advisory and management fees	2015-12-31	$13,899
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,776,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$9,704,421
Interest on participant loans	2015-12-31	$4,796
Interest earned on other investments	2015-12-31	$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$58,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-49,593
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	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$258,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,134,650
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	GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN	2015-12-31	931042710
2014 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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	$3,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$14,208
Total income from all sources (including contributions)	2014-12-31	$1,945,273
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$795,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$770,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,415,944
Value of total assets at end of year	2014-12-31	$9,801,216
Value of total assets at beginning of year	2014-12-31	$8,661,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$24,365
Total interest from all sources	2014-12-31	$4,900
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$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	$706,034
Participant contributions at end of year	2014-12-31	$92,963
Participant contributions at beginning of year	2014-12-31	$105,591
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$449,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$3,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$14,208
Administrative expenses (other) incurred	2014-12-31	$12,803
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	$1,150,128
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,797,558
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,647,430
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
Investment advisory and management fees	2014-12-31	$11,562
Value of interest in pooled separate accounts at end of year	2014-12-31	$9,704,421
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$8,549,969
Interest on participant loans	2014-12-31	$4,845
Interest earned on other investments	2014-12-31	$55
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,078
Net investment gain/loss from pooled separate accounts	2014-12-31	$524,429
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	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$260,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$770,780
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	GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN	2014-12-31	931042710
2013 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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	$14,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$6,898
Total income from all sources (including contributions)	2013-12-31	$2,700,730
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,073,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,050,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,095,707
Value of total assets at end of year	2013-12-31	$8,661,638
Value of total assets at beginning of year	2013-12-31	$7,027,343
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$22,861
Total interest from all sources	2013-12-31	$5,601
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
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	$634,036
Participant contributions at end of year	2013-12-31	$105,591
Participant contributions at beginning of year	2013-12-31	$7,330
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$232,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$14,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$6,898
Administrative expenses (other) incurred	2013-12-31	$14,215
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	$1,626,985
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,647,430
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,020,445
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
Investment advisory and management fees	2013-12-31	$8,646
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,549,969
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$7,011,482
Interest on participant loans	2013-12-31	$5,482
Interest earned on other investments	2013-12-31	$119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$6,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$8,531
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,599,422
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	$229,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,050,884
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	GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN	2013-12-31	931042710
2012 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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	$6,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$4,036
Total income from all sources (including contributions)	2012-12-31	$1,699,452
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$98,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$82,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$886,974
Value of total assets at end of year	2012-12-31	$7,027,343
Value of total assets at beginning of year	2012-12-31	$5,423,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$16,314
Total interest from all sources	2012-12-31	$819
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
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	$532,292
Participant contributions at end of year	2012-12-31	$7,330
Participant contributions at beginning of year	2012-12-31	$20,191
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$158,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$6,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$4,036
Administrative expenses (other) incurred	2012-12-31	$12,017
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	$1,600,530
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,020,445
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,419,915
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
Investment advisory and management fees	2012-12-31	$4,297
Value of interest in pooled separate accounts at end of year	2012-12-31	$7,011,482
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$5,393,728
Interest on participant loans	2012-12-31	$644
Interest earned on other investments	2012-12-31	$175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$8,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$10,032
Net investment gain/loss from pooled separate accounts	2012-12-31	$811,659
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	$196,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$82,608
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	GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN	2012-12-31	931042710
2011 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$4,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$4,468
Total income from all sources (including contributions)	2011-12-31	$679,721
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$145,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$117,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$818,329
Value of total assets at end of year	2011-12-31	$5,423,951
Value of total assets at beginning of year	2011-12-31	$4,889,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$27,735
Total interest from all sources	2011-12-31	$1,394
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
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	$503,321
Participant contributions at end of year	2011-12-31	$20,191
Participant contributions at beginning of year	2011-12-31	$30,158
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$126,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$4,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$4,468
Administrative expenses (other) incurred	2011-12-31	$24,473
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	$534,560
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,419,915
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,885,355
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
Investment advisory and management fees	2011-12-31	$3,262
Value of interest in pooled separate accounts at end of year	2011-12-31	$5,393,728
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,848,955
Interest on participant loans	2011-12-31	$1,156
Interest earned on other investments	2011-12-31	$238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$10,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$10,710
Net investment gain/loss from pooled separate accounts	2011-12-31	$-140,002
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	Yes
Contributions received in cash from employer	2011-12-31	$188,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$117,426
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GEFFEN MESHER & COMPANY, PC
Accountancy firm EIN	2011-12-31	931042710
2010 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$4,468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$6,262
Total income from all sources (including contributions)	2010-12-31	$1,181,312
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$146,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$131,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$575,697
Value of total assets at end of year	2010-12-31	$4,889,823
Value of total assets at beginning of year	2010-12-31	$3,857,089
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$15,681
Total interest from all sources	2010-12-31	$1,890
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
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	$411,247
Participant contributions at end of year	2010-12-31	$30,158
Participant contributions at beginning of year	2010-12-31	$36,843
Participant contributions at beginning of year	2010-12-31	$121
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$10,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$4,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$6,262
Administrative expenses (other) incurred	2010-12-31	$13,357
Liabilities. Value of operating payables at beginning 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	$1,034,528
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,885,355
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,850,827
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
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$2,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$0
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,848,955
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,811,753
Interest on participant loans	2010-12-31	$1,630
Interest earned on other investments	2010-12-31	$260
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$10,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$8,312
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$603,725
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	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$154,194
Employer contributions (assets) at beginning of year	2010-12-31	$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$131,103
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
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
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
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	PERKINS AND COMPANY, PC
Accountancy firm EIN	2010-12-31	930928924
2009 : CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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

Form 5500 Responses for CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN

2022: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CLIMAX PORTABLE MACHINE TOOLS, INC. EMPLOYEE SAVINGS 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

936746-01

Policy instance

Insurance contract or identification number	936746-01
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

936746-01

Policy instance

Insurance contract or identification number	936746-01
Number of Individuals Covered	36
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

936746-01

Policy instance

Insurance contract or identification number	936746-01
Number of Individuals Covered	35
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

936746-01

Policy instance

Insurance contract or identification number	936746-01
Number of Individuals Covered	30
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

936746-01

Policy instance

Insurance contract or identification number	936746-01
Number of Individuals Covered	3
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

936746-01

Policy instance

Insurance contract or identification number	936746-01
Number of Individuals Covered	161
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

936746-01

Policy instance

Insurance contract or identification number	936746-01
Number of Individuals Covered	129
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

936746-01

Policy instance

Insurance contract or identification number	936746-01
Number of Individuals Covered	122
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

936746-01

Policy instance

Insurance contract or identification number	936746-01
Number of Individuals Covered	121
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

936746-01

Policy instance

Insurance contract or identification number	936746-01
Number of Individuals Covered	111
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	CLIMAX PORTABLE MACHINE TOOLS, INC.
Employer identification number (EIN):	930553883
NAIC Classification:	332700

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2066-06-09
Company Identification Number:	7840614
Legal Registered Office Address:	8130 SW BEAVTON-HILLSDALE HWY PORTLAND United States of America (USA) 97225