401k Plan data: O & M INDUSTRIES 401K PROFIT SHARING PLAN plan

O & M INDUSTRIES 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	O & M INDUSTRIES 401K PROFIT SHARING PLAN
Plan identification number	001

O & M INDUSTRIES 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

O & M INDUSTRIES has sponsored the creation of one or more 401k plans.

Company Name: O & M INDUSTRIES

Employer identification number (EIN): 942177570

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O & M INDUSTRIES 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2022-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ROBERT MCBETH ROBERT MCBETH 2013-10-10
001 2011-01-01 PENSION FILERS
001 2009-01-01 ASSOCIATED PENSION CONSULTANTS

Plan Statistics for O & M INDUSTRIES 401K PROFIT SHARING PLAN

401k plan membership statisitcs for O & M INDUSTRIES 401K PROFIT SHARING PLAN

Measure Date Value
2015: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 90
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 33
Total of all active and inactive participants 2015-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 124
Number of participants with account balances 2015-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 73
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 33
Total of all active and inactive participants 2014-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 107
Number of participants with account balances 2014-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 84
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 42
Total of all active and inactive participants 2013-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 126
Number of participants with account balances 2013-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 10
2012: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 96
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 30
Total of all active and inactive participants 2012-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 126
Number of participants with account balances 2012-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 91
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 43
Total of all active and inactive participants 2011-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 134
Number of participants with account balances 2011-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 10
2009: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 99
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 43
Total of all active and inactive participants 2009-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 142
Number of participants with account balances 2009-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 17

Measure	Date	Value
2015: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	90
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	33
Total of all active and inactive participants	2015-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	124
Number of participants with account balances	2015-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	73
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	33
Total of all active and inactive participants	2014-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	107
Number of participants with account balances	2014-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	84
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	42
Total of all active and inactive participants	2013-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	126
Number of participants with account balances	2013-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	10
2012: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	96
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	30
Total of all active and inactive participants	2012-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	126
Number of participants with account balances	2012-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	91
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	43
Total of all active and inactive participants	2011-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	134
Number of participants with account balances	2011-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	10
2009: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	99
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	43
Total of all active and inactive participants	2009-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	142
Number of participants with account balances	2009-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	17

Financial Data on O & M INDUSTRIES 401K PROFIT SHARING PLAN

Measure	Date	Value
2015 : O & M INDUSTRIES 401K PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-545,990
Total unrealized appreciation/depreciation of assets	2015-12-31	$-545,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$2,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,745
Total income from all sources (including contributions)	2015-12-31	$821,324
Total loss/gain on sale of assets	2015-12-31	$123,357
Total of all expenses incurred	2015-12-31	$334,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$217,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$936,216
Value of total assets at end of year	2015-12-31	$12,099,992
Value of total assets at beginning of year	2015-12-31	$11,612,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$116,497
Total interest from all sources	2015-12-31	$25,988
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$281,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$2,450
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
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	$187,176
Participant contributions at end of year	2015-12-31	$96,969
Participant contributions at beginning of year	2015-12-31	$41,638
Participant contributions at end of year	2015-12-31	$18,176
Participant contributions at beginning of year	2015-12-31	$7,610
Other income not declared elsewhere	2015-12-31	$116
Liabilities. Value of operating payables at end of year	2015-12-31	$2,025
Liabilities. Value of operating payables at beginning of year	2015-12-31	$1,745
Total non interest bearing cash at end of year	2015-12-31	$10,354
Total non interest bearing cash at beginning of year	2015-12-31	$3,800
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	$487,093
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,097,967
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,610,874
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
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$1
Investment advisory and management fees	2015-12-31	$114,047
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,508,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,469,199
Interest on participant loans	2015-12-31	$2,852
Interest earned on other investments	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$23,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$334,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$214,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$214,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$379,980
Asset value of US Government securities at beginning of year	2015-12-31	$359,323
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	$749,040
Employer contributions (assets) at end of year	2015-12-31	$616,202
Employer contributions (assets) at beginning of year	2015-12-31	$728,141
Income. Dividends from common stock	2015-12-31	$281,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$217,734
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$1,722,607
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$1,661,246
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$7,412,773
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$7,126,894
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
Aggregate proceeds on sale of assets	2015-12-31	$123,358
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$1
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	DAVID L MOONIE & CO LLP
Accountancy firm EIN	2015-12-31	941056328
2014 : O & M INDUSTRIES 401K PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$431,730
Total unrealized appreciation/depreciation of assets	2014-12-31	$431,730
Total transfer of assets from this plan	2014-12-31	$439,541
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$695
Total income from all sources (including contributions)	2014-12-31	$1,698,977
Total loss/gain on sale of assets	2014-12-31	$-1,375
Total of all expenses incurred	2014-12-31	$2,540,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,429,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,028,134
Value of total assets at end of year	2014-12-31	$11,612,619
Value of total assets at beginning of year	2014-12-31	$12,892,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$110,866
Total interest from all sources	2014-12-31	$41,201
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$198,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$110,866
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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	$200,412
Participant contributions at end of year	2014-12-31	$41,638
Participant contributions at beginning of year	2014-12-31	$22,545
Participant contributions at end of year	2014-12-31	$7,610
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$94,979
Other income not declared elsewhere	2014-12-31	$322
Liabilities. Value of operating payables at end of year	2014-12-31	$1,745
Liabilities. Value of operating payables at beginning of year	2014-12-31	$695
Total non interest bearing cash at end of year	2014-12-31	$3,800
Total non interest bearing cash at beginning of year	2014-12-31	$4,066
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	$-841,180
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,610,874
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,891,595
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
Assets. partnership/joint venture interests at end of year	2014-12-31	$1
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$1
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,469,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,055,135
Interest on participant loans	2014-12-31	$2,098
Income. Interest from corporate debt instruments	2014-12-31	$39,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$214,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$627,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$627,912
Asset value of US Government securities at end of year	2014-12-31	$359,323
Asset value of US Government securities at beginning of year	2014-12-31	$577,165
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	$732,743
Employer contributions (assets) at end of year	2014-12-31	$728,141
Employer contributions (assets) at beginning of year	2014-12-31	$535,155
Income. Dividends from common stock	2014-12-31	$198,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,429,291
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$1,661,246
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$1,859,166
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$7,126,894
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$6,211,145
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	Yes
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
Aggregate proceeds on sale of assets	2014-12-31	$-1,375
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	DAVID L MOONIE & CO LLP
Accountancy firm EIN	2014-12-31	941056328
2013 : O & M INDUSTRIES 401K PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$1,750,208
Total unrealized appreciation/depreciation of assets	2013-12-31	$1,750,208
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$695
Total income from all sources (including contributions)	2013-12-31	$2,506,289
Total loss/gain on sale of assets	2013-12-31	$13,707
Total of all expenses incurred	2013-12-31	$458,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$348,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$535,155
Value of total assets at end of year	2013-12-31	$12,892,290
Value of total assets at beginning of year	2013-12-31	$10,843,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$109,635
Total interest from all sources	2013-12-31	$32,763
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$174,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$1,070
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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
Participant contributions at end of year	2013-12-31	$22,545
Participant contributions at beginning of year	2013-12-31	$22,803
Liabilities. Value of operating payables at end of year	2013-12-31	$695
Total non interest bearing cash at end of year	2013-12-31	$4,066
Total non interest bearing cash at beginning of year	2013-12-31	$13,672
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	$2,048,031
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,891,595
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,843,564
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$1
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$1
Investment advisory and management fees	2013-12-31	$108,565
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,055,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,218,709
Interest on participant loans	2013-12-31	$1,351
Income. Interest from corporate debt instruments	2013-12-31	$31,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$627,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$504,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$504,794
Asset value of US Government securities at end of year	2013-12-31	$577,165
Asset value of US Government securities at beginning of year	2013-12-31	$666,833
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	Yes
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	$535,155
Employer contributions (assets) at end of year	2013-12-31	$535,155
Employer contributions (assets) at beginning of year	2013-12-31	$790,411
Income. Dividends from common stock	2013-12-31	$174,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$348,623
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$1,859,166
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$554,116
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$6,211,145
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$6,072,225
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	Yes
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
Aggregate proceeds on sale of assets	2013-12-31	$13,707
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	DAVID L MOONIE & CO LLP
Accountancy firm EIN	2013-12-31	941056328
2012 : O & M INDUSTRIES 401K PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$698,011
Total unrealized appreciation/depreciation of assets	2012-12-31	$698,011
Total income from all sources (including contributions)	2012-12-31	$1,724,234
Total of all expenses incurred	2012-12-31	$429,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$333,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$790,411
Value of total assets at end of year	2012-12-31	$10,843,564
Value of total assets at beginning of year	2012-12-31	$9,549,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$95,765
Total interest from all sources	2012-12-31	$43,732
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$192,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$1,125
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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
Participant contributions at end of year	2012-12-31	$22,803
Total non interest bearing cash at end of year	2012-12-31	$13,672
Total non interest bearing cash at beginning of year	2012-12-31	$13,263
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	$1,294,493
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,843,564
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,549,071
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
Assets. partnership/joint venture interests at end of year	2012-12-31	$1
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$1
Investment advisory and management fees	2012-12-31	$94,640
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,218,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,887,900
Interest on participant loans	2012-12-31	$450
Income. Interest from corporate debt instruments	2012-12-31	$43,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$504,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$424,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$424,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$95
Asset value of US Government securities at end of year	2012-12-31	$666,833
Asset value of US Government securities at beginning of year	2012-12-31	$586,335
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	Yes
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	$790,411
Employer contributions (assets) at end of year	2012-12-31	$790,411
Employer contributions (assets) at beginning of year	2012-12-31	$783,677
Income. Dividends from common stock	2012-12-31	$192,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$333,976
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$554,116
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$1,419,224
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$6,072,225
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$4,434,290
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	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	DAVID L MOONIE & CO LLP
Accountancy firm EIN	2012-12-31	941056328
2011 : O & M INDUSTRIES 401K PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-308,948
Total unrealized appreciation/depreciation of assets	2011-12-31	$-308,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$656,156
Total of all expenses incurred	2011-12-31	$139,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$53,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$783,677
Value of total assets at end of year	2011-12-31	$9,549,071
Value of total assets at beginning of year	2011-12-31	$9,032,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$86,275
Total interest from all sources	2011-12-31	$42,641
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$138,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$86,275
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Total non interest bearing cash at end of year	2011-12-31	$13,263
Total non interest bearing cash at beginning of year	2011-12-31	$733
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	$516,553
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,549,071
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,032,518
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
Assets. partnership/joint venture interests at end of year	2011-12-31	$1
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$1
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,887,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,700,257
Income. Interest from corporate debt instruments	2011-12-31	$42,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$424,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$269,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$269,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$285
Asset value of US Government securities at end of year	2011-12-31	$586,335
Asset value of US Government securities at beginning of year	2011-12-31	$586,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$783,677
Employer contributions (assets) at end of year	2011-12-31	$783,677
Employer contributions (assets) at beginning of year	2011-12-31	$748,112
Income. Dividends from common stock	2011-12-31	$138,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$53,328
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$1,419,224
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$560,725
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$4,434,290
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$4,167,182
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	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	DAVID L MOONIE & CO LLP
Accountancy firm EIN	2011-12-31	941056328
2010 : O & M INDUSTRIES 401K PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$590,220
Total unrealized appreciation/depreciation of assets	2010-12-31	$590,220
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,366,962
Total loss/gain on sale of assets	2010-12-31	$-132,415
Total of all expenses incurred	2010-12-31	$141,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$68,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$748,112
Value of total assets at end of year	2010-12-31	$9,032,518
Value of total assets at beginning of year	2010-12-31	$7,807,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$73,134
Total interest from all sources	2010-12-31	$43,064
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$117,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$73,134
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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
Other income not declared elsewhere	2010-12-31	$433
Total non interest bearing cash at end of year	2010-12-31	$733
Total non interest bearing cash at beginning of year	2010-12-31	$688
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	$1,225,308
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,032,518
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,807,210
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 end of year	2010-12-31	$1
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$1
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,700,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$12,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$269,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,525,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,525,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$43,064
Asset value of US Government securities at end of year	2010-12-31	$586,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$748,112
Employer contributions (assets) at end of year	2010-12-31	$748,112
Employer contributions (assets) at beginning of year	2010-12-31	$801,054
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$117,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$68,520
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$560,725
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$4,167,182
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$5,467,159
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	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$7,145,928
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$7,278,343
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	DAVID L MOONIE & CO LLP
Accountancy firm EIN	2010-12-31	941056328

Form 5500 Responses for O & M INDUSTRIES 401K PROFIT SHARING PLAN

2015: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: O & M INDUSTRIES 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	O & M INDUSTRIES
Employer identification number (EIN):	942177570
NAIC Classification:	238100

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2022-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ROBERT MCBETH	ROBERT MCBETH	2013-10-10
001	2011-01-01	PENSION FILERS
001	2009-01-01	ASSOCIATED PENSION CONSULTANTS