ELEVATOR EQUIPMENT CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ELEVATOR EQUIPMENT CORPORATION 401(K) PLAN
Measure | Date | Value |
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2022 : ELEVATOR EQUIPMENT CORPORATION 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-280,594 |
Total of all expenses incurred | 2022-12-31 | $214,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $194,132 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $2,026 |
Value of total corrective distributions | 2022-12-31 | $8,610 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $57,518 |
Value of total assets at end of year | 2022-12-31 | $2,119,582 |
Value of total assets at beginning of year | 2022-12-31 | $2,614,597 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $9,653 |
Total interest from all sources | 2022-12-31 | $6,579 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $100,000 |
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 | $47,465 |
Participant contributions at end of year | 2022-12-31 | $65,041 |
Participant contributions at beginning of year | 2022-12-31 | $73,208 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $2,400 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $2,109 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $117 |
Administrative expenses (other) incurred | 2022-12-31 | $438 |
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 | $-495,015 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,119,582 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,614,597 |
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 | $9,215 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,673,099 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,979,541 |
Interest on participant loans | 2022-12-31 | $3,307 |
Interest earned on other investments | 2022-12-31 | $3,272 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $379,333 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $559,306 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-344,691 |
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 | Yes |
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 | $10,053 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $25 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $194,132 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
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 | WITHUM SMITH + BROWN, PC |
Accountancy firm EIN | 2022-12-31 | 222027092 |
2021 : ELEVATOR EQUIPMENT CORPORATION 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $362,267 |
Total of all expenses incurred | 2021-12-31 | $272,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $250,993 |
Value of total corrective distributions | 2021-12-31 | $9,529 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $165,367 |
Value of total assets at end of year | 2021-12-31 | $2,614,597 |
Value of total assets at beginning of year | 2021-12-31 | $2,524,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $11,822 |
Total interest from all sources | 2021-12-31 | $7,348 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $100,000 |
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 | $148,549 |
Participant contributions at end of year | 2021-12-31 | $73,208 |
Participant contributions at beginning of year | 2021-12-31 | $48,590 |
Participant contributions at end of year | 2021-12-31 | $2,400 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $117 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $115 |
Administrative expenses (other) incurred | 2021-12-31 | $1,301 |
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 | $89,923 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,614,597 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,524,674 |
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 | $10,521 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,979,541 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,860,478 |
Interest on participant loans | 2021-12-31 | $2,845 |
Interest earned on other investments | 2021-12-31 | $4,503 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $559,306 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $615,491 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $189,552 |
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 | $16,818 |
Employer contributions (assets) at end of year | 2021-12-31 | $25 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $250,993 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
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 | WITHUM SMITH + BROWN, PC |
Accountancy firm EIN | 2021-12-31 | 222027092 |
2020 : ELEVATOR EQUIPMENT CORPORATION 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $508,339 |
Total of all expenses incurred | 2020-12-31 | $87,182 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $68,760 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $3,572 |
Value of total corrective distributions | 2020-12-31 | $8,945 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $236,519 |
Value of total assets at end of year | 2020-12-31 | $2,524,674 |
Value of total assets at beginning of year | 2020-12-31 | $2,103,517 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $5,905 |
Total interest from all sources | 2020-12-31 | $8,079 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $100,000 |
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 | $155,074 |
Participant contributions at end of year | 2020-12-31 | $48,590 |
Participant contributions at beginning of year | 2020-12-31 | $74,506 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $63,463 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $115 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $266 |
Administrative expenses (other) incurred | 2020-12-31 | $893 |
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 | $421,157 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,524,674 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,103,517 |
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 | $5,012 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $1,860,478 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,607,973 |
Interest on participant loans | 2020-12-31 | $4,015 |
Interest earned on other investments | 2020-12-31 | $4,064 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $615,491 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $420,772 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $263,741 |
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 | $17,982 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $68,760 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
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 | MARTINI PARTNERS, LLP |
Accountancy firm EIN | 2020-12-31 | 954508585 |
2019 : ELEVATOR EQUIPMENT CORPORATION 401(K) PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $449,679 |
Total income from all sources (including contributions) | 2019-12-31 | $449,679 |
Total of all expenses incurred | 2019-12-31 | $271,282 |
Total of all expenses incurred | 2019-12-31 | $271,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $258,869 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $258,869 |
Value of total corrective distributions | 2019-12-31 | $7,012 |
Value of total corrective distributions | 2019-12-31 | $7,012 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $164,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $164,666 |
Value of total assets at end of year | 2019-12-31 | $2,103,517 |
Value of total assets at end of year | 2019-12-31 | $2,103,517 |
Value of total assets at beginning of year | 2019-12-31 | $1,925,120 |
Value of total assets at beginning of year | 2019-12-31 | $1,925,120 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,401 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,401 |
Total interest from all sources | 2019-12-31 | $7,456 |
Total interest from all sources | 2019-12-31 | $7,456 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $100,000 |
Value of fidelity bond cover | 2019-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $146,219 |
Contributions received from participants | 2019-12-31 | $146,219 |
Participant contributions at end of year | 2019-12-31 | $74,506 |
Participant contributions at end of year | 2019-12-31 | $74,506 |
Participant contributions at beginning of year | 2019-12-31 | $34,066 |
Participant contributions at beginning of year | 2019-12-31 | $34,066 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $266 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $266 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $77 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $77 |
Administrative expenses (other) incurred | 2019-12-31 | $4,999 |
Administrative expenses (other) incurred | 2019-12-31 | $4,999 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $178,397 |
Value of net income/loss | 2019-12-31 | $178,397 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,103,517 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,103,517 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,925,120 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,925,120 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $402 |
Investment advisory and management fees | 2019-12-31 | $402 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,607,973 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,607,973 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,453,613 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,453,613 |
Interest on participant loans | 2019-12-31 | $3,537 |
Interest on participant loans | 2019-12-31 | $3,537 |
Interest earned on other investments | 2019-12-31 | $3,919 |
Interest earned on other investments | 2019-12-31 | $3,919 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $420,772 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $420,772 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $437,364 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $437,364 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $277,557 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $277,557 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $18,447 |
Contributions received in cash from employer | 2019-12-31 | $18,447 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $258,869 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $258,869 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MARTINI AKPOVI PARTNERS LLP |
Accountancy firm name | 2019-12-31 | MARTINI AKPOVI PARTNERS LLP |
Accountancy firm EIN | 2019-12-31 | 954508585 |
Accountancy firm EIN | 2019-12-31 | 954508585 |
2018 : ELEVATOR EQUIPMENT CORPORATION 401(K) PLAN 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $7,264 |
Total income from all sources (including contributions) | 2018-12-31 | $66,418 |
Total of all expenses incurred | 2018-12-31 | $44,150 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $30,048 |
Value of total corrective distributions | 2018-12-31 | $8,497 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $143,215 |
Value of total assets at end of year | 2018-12-31 | $1,929,444 |
Value of total assets at beginning of year | 2018-12-31 | $1,899,912 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,605 |
Total interest from all sources | 2018-12-31 | $4,917 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $100,000 |
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 | $124,774 |
Participant contributions at end of year | 2018-12-31 | $34,066 |
Participant contributions at beginning of year | 2018-12-31 | $44,934 |
Participant contributions at end of year | 2018-12-31 | $3,419 |
Participant contributions at beginning of year | 2018-12-31 | $2,157 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $77 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $5,219 |
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 | $22,268 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,922,180 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,899,912 |
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 | $386 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,453,613 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,460,811 |
Interest on participant loans | 2018-12-31 | $1,755 |
Interest earned on other investments | 2018-12-31 | $3,162 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $437,364 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $391,255 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-81,714 |
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 | $18,441 |
Employer contributions (assets) at end of year | 2018-12-31 | $905 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $755 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $30,048 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $7,264 |
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 | MARTINI AKPOVI PARTNERS LLP |
Accountancy firm EIN | 2018-12-31 | 954508585 |
2017 : ELEVATOR EQUIPMENT CORPORATION 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $340,345 |
Total of all expenses incurred | 2017-12-31 | $109,023 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $93,492 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $3,059 |
Value of total corrective distributions | 2017-12-31 | $7,359 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $155,754 |
Value of total assets at end of year | 2017-12-31 | $1,899,912 |
Value of total assets at beginning of year | 2017-12-31 | $1,668,590 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,113 |
Total interest from all sources | 2017-12-31 | $5,081 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $100,000 |
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 | $117,925 |
Participant contributions at end of year | 2017-12-31 | $44,934 |
Participant contributions at beginning of year | 2017-12-31 | $68,610 |
Participant contributions at end of year | 2017-12-31 | $2,157 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $19,389 |
Administrative expenses (other) incurred | 2017-12-31 | $4,764 |
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 | $231,322 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,899,912 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,668,590 |
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 | $349 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,460,811 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,241,154 |
Interest on participant loans | 2017-12-31 | $2,455 |
Interest earned on other investments | 2017-12-31 | $2,626 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $391,255 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $358,826 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $179,510 |
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 | $18,440 |
Employer contributions (assets) at end of year | 2017-12-31 | $755 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $93,492 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
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 | MARTINI AKPOVI PARTNERS, LLP |
Accountancy firm EIN | 2017-12-31 | 954508585 |
2012 : ELEVATOR EQUIPMENT CORPORATION 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $262,097 |
Expenses. Total of all expenses incurred | 2012-12-31 | $21,009 |
Benefits paid (including direct rollovers) | 2012-12-31 | $20,371 |
Total plan assets at end of year | 2012-12-31 | $1,269,958 |
Total plan assets at beginning of year | 2012-12-31 | $1,028,870 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $114,570 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $638 |
Other income received | 2012-12-31 | $112,140 |
Net income (gross income less expenses) | 2012-12-31 | $241,088 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,269,958 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,028,870 |
Assets. Value of participant loans | 2012-12-31 | $41,051 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $35,387 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : ELEVATOR EQUIPMENT CORPORATION 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $85,174 |
Expenses. Total of all expenses incurred | 2011-12-31 | $8,807 |
Benefits paid (including direct rollovers) | 2011-12-31 | $6,149 |
Total plan assets at end of year | 2011-12-31 | $1,028,870 |
Total plan assets at beginning of year | 2011-12-31 | $952,503 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $114,071 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $384 |
Other income received | 2011-12-31 | $-46,225 |
Net income (gross income less expenses) | 2011-12-31 | $76,367 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,028,870 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $952,503 |
Assets. Value of participant loans | 2011-12-31 | $52,751 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $17,328 |
Value of corrective distributions | 2011-12-31 | $2,274 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : ELEVATOR EQUIPMENT CORPORATION 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $207,779 |
Expenses. Total of all expenses incurred | 2010-12-31 | $107,009 |
Benefits paid (including direct rollovers) | 2010-12-31 | $101,845 |
Total plan assets at end of year | 2010-12-31 | $952,503 |
Total plan assets at beginning of year | 2010-12-31 | $851,733 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $106,667 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $370 |
Other income received | 2010-12-31 | $83,636 |
Net income (gross income less expenses) | 2010-12-31 | $100,770 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $952,503 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $851,733 |
Assets. Value of participant loans | 2010-12-31 | $77,454 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $17,476 |
Value of corrective distributions | 2010-12-31 | $4,794 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : ELEVATOR EQUIPMENT CORPORATION 401(K) PLAN 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |