Civic Intelligence
Filing

Yoder Die Casting Corp Pension Plan

Yoder Die Casting Corp. • EIN 31-0565735 • Plan year 2008

Filing Insights

Participants

Down

130 → 27

-103 • -79.23%

Assets

Down

$6,316,695 → $4,237,886

-$2,078,809 • -32.91%

Investment Management Fee

1.17%

$61,498

Admin expenses $61,498 • Total expenses $500,097

Filing Details

Context
Net investment result
$-2,078,809
Pension payor EIN
31-1051736

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

Yes

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
BACHMANN & WELLS, CPA'SEIN 31-1382626Accountant--

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201110$0$0-
Yoder Die Casting Corporation 401K Plan-0$0--
201022$59,371$3,341,953$1,670,977iApproximate average salary by contribution assumption: employee only about $41,774,413 at 4% or $27,849,608 at 6%; with 50% employer match about $27,849,608 at 4% or $18,566,406 at 6%; with 100% employer match about $20,887,206 at 4% or $13,924,804 at 6%.
Yoder Die Casting Corporation 401K Plan-2$59,371$2,293$1,147iApproximate average salary by contribution assumption: employee only about $28,663 at 4% or $19,108 at 6%; with 50% employer match about $19,108 at 4% or $12,739 at 6%; with 100% employer match about $14,331 at 4% or $9,554 at 6%.
Yoder Die Casting Corp Pension Plan-0-$3,339,660-
200924$5,914,407$275,008$68,752iApproximate average salary by contribution assumption: employee only about $1,718,800 at 4% or $1,145,867 at 6%; with 50% employer match about $1,145,867 at 4% or $763,911 at 6%; with 100% employer match about $859,400 at 4% or $572,933 at 6%.
Yoder Die Casting Corp Pension Plan-3$5,255,434$210,170$70,057iApproximate average salary by contribution assumption: employee only about $1,751,417 at 4% or $1,167,611 at 6%; with 50% employer match about $1,167,611 at 4% or $778,407 at 6%; with 100% employer match about $875,708 at 4% or $583,806 at 6%.
Yoder Die Casting Corporation 401K Plan-4$658,973$64,838$16,210iApproximate average salary by contribution assumption: employee only about $405,238 at 4% or $270,158 at 6%; with 50% employer match about $270,158 at 4% or $180,106 at 6%; with 100% employer match about $202,619 at 4% or $135,079 at 6%.
2008244$5,088,886$119,018$2,705iApproximate average salary by contribution assumption: employee only about $67,624 at 4% or $45,083 at 6%; with 50% employer match about $45,083 at 4% or $30,055 at 6%; with 100% employer match about $33,812 at 4% or $22,541 at 6%.
Yoder Die Casting Corp Pension PlanCurrent27$4,237,886--
Yoder Die Casting Corporation 401K Plan-44$851,000$119,018$2,705iApproximate average salary by contribution assumption: employee only about $67,624 at 4% or $45,083 at 6%; with 50% employer match about $45,083 at 4% or $30,055 at 6%; with 100% employer match about $33,812 at 4% or $22,541 at 6%.
2007259$6,316,695$250,000$4,237iApproximate average salary by contribution assumption: employee only about $105,932 at 4% or $70,621 at 6%; with 50% employer match about $70,621 at 4% or $47,081 at 6%; with 100% employer match about $52,966 at 4% or $35,311 at 6%.
Yoder Die Casting Corp Pension Plan-52$6,316,695$250,000$4,808iApproximate average salary by contribution assumption: employee only about $120,192 at 4% or $80,128 at 6%; with 50% employer match about $80,128 at 4% or $53,419 at 6%; with 100% employer match about $60,096 at 4% or $40,064 at 6%.
Yoder Die Casting Corporation 401K Plan-59---
2006267$7,207,410$566,416$8,454iApproximate average salary by contribution assumption: employee only about $211,349 at 4% or $140,900 at 6%; with 50% employer match about $140,900 at 4% or $93,933 at 6%; with 100% employer match about $105,675 at 4% or $70,450 at 6%.
Yoder Die Casting Corp Pension Plan-67$6,148,722$425,214$6,346iApproximate average salary by contribution assumption: employee only about $158,662 at 4% or $105,775 at 6%; with 50% employer match about $105,775 at 4% or $70,516 at 6%; with 100% employer match about $79,331 at 4% or $52,887 at 6%.
Yoder Die Casting Corporation 401K Plan-67$1,058,688$141,202$2,107iApproximate average salary by contribution assumption: employee only about $52,687 at 4% or $35,125 at 6%; with 50% employer match about $35,125 at 4% or $23,417 at 6%; with 100% employer match about $26,344 at 4% or $17,562 at 6%.
2005292$6,494,208$297,893$3,238iApproximate average salary by contribution assumption: employee only about $80,949 at 4% or $53,966 at 6%; with 50% employer match about $53,966 at 4% or $35,977 at 6%; with 100% employer match about $40,475 at 4% or $26,983 at 6%.
Yoder Die Casting Corp Pension Plan-73$5,521,749$147,000$2,014iApproximate average salary by contribution assumption: employee only about $50,342 at 4% or $33,562 at 6%; with 50% employer match about $33,562 at 4% or $22,374 at 6%; with 100% employer match about $25,171 at 4% or $16,781 at 6%.
Yoder Die Casting Corporation 401K Plan-92$972,459$150,893$1,640iApproximate average salary by contribution assumption: employee only about $41,004 at 4% or $27,336 at 6%; with 50% employer match about $27,336 at 4% or $18,224 at 6%; with 100% employer match about $20,502 at 4% or $13,668 at 6%.
2004282$6,026,063$158,893$1,938iApproximate average salary by contribution assumption: employee only about $48,443 at 4% or $32,295 at 6%; with 50% employer match about $32,295 at 4% or $21,530 at 6%; with 100% employer match about $24,221 at 4% or $16,148 at 6%.
Yoder Die Casting Corp Pension Plan-77$5,209,431--
Yoder Die Casting Corporation 401K Plan-82$816,632$158,893$1,938iApproximate average salary by contribution assumption: employee only about $48,443 at 4% or $32,295 at 6%; with 50% employer match about $32,295 at 4% or $21,530 at 6%; with 100% employer match about $24,221 at 4% or $16,148 at 6%.
2003290$5,999,119$190,440$2,116iApproximate average salary by contribution assumption: employee only about $52,900 at 4% or $35,267 at 6%; with 50% employer match about $35,267 at 4% or $23,511 at 6%; with 100% employer match about $26,450 at 4% or $17,633 at 6%.
Yoder Die Casting Corp Pension Plan-82$5,326,988--
Yoder Die Casting Corporation 401K Plan-90$672,131$190,440$2,116iApproximate average salary by contribution assumption: employee only about $52,900 at 4% or $35,267 at 6%; with 50% employer match about $35,267 at 4% or $23,511 at 6%; with 100% employer match about $26,450 at 4% or $17,633 at 6%.
2002299$4,812,091$458,657$4,633iApproximate average salary by contribution assumption: employee only about $115,822 at 4% or $77,215 at 6%; with 50% employer match about $77,215 at 4% or $51,477 at 6%; with 100% employer match about $57,911 at 4% or $38,607 at 6%.
Yoder Die Casting Corp Pension Plan-77$4,416,298$300,000$3,896iApproximate average salary by contribution assumption: employee only about $97,403 at 4% or $64,935 at 6%; with 50% employer match about $64,935 at 4% or $43,290 at 6%; with 100% employer match about $48,701 at 4% or $32,468 at 6%.
Yoder Die Casting Corporation 401K Plan-99$395,793$158,657$1,603iApproximate average salary by contribution assumption: employee only about $40,065 at 4% or $26,710 at 6%; with 50% employer match about $26,710 at 4% or $17,807 at 6%; with 100% employer match about $20,032 at 4% or $13,355 at 6%.
2001297$5,300,878$160,520$1,655iApproximate average salary by contribution assumption: employee only about $41,371 at 4% or $27,581 at 6%; with 50% employer match about $27,581 at 4% or $18,387 at 6%; with 100% employer match about $20,686 at 4% or $13,790 at 6%.
Yoder Die Casting Corp Pension Plan-84$4,978,799--
Yoder Die Casting Corporation 401K Plan-97$322,079$160,520$1,655iApproximate average salary by contribution assumption: employee only about $41,371 at 4% or $27,581 at 6%; with 50% employer match about $27,581 at 4% or $18,387 at 6%; with 100% employer match about $20,686 at 4% or $13,790 at 6%.
20002109$4,815,219$0-
Yoder Die Casting Corp Pension Plan-92$4,815,219--
Yoder Die Casting Corporation 401K Plan-109---
19992111$4,425,771$37,154$335iApproximate average salary by contribution assumption: employee only about $8,368 at 4% or $5,579 at 6%; with 50% employer match about $5,579 at 4% or $3,719 at 6%; with 100% employer match about $4,184 at 4% or $2,789 at 6%.
Yoder Die Casting Corp Pension Plan-0$4,386,261--
Yoder Die Casting Corporation 401K Plan-111$39,510$37,154$335iApproximate average salary by contribution assumption: employee only about $8,368 at 4% or $5,579 at 6%; with 50% employer match about $5,579 at 4% or $3,719 at 6%; with 100% employer match about $4,184 at 4% or $2,789 at 6%.
Schedule Details

Schedule C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
84037057160310
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8020370057160060002
Row 2
Filing Id
84037057160310
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8020370057160060002
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$0
Provider 01 Srvc Code
12

Schedule C Provider

Provider 2

Provider details

Source fields
Row 3
Filing Id
84037057160310
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
8020370057160060002
Provider 01 Name
YACKTMAN ASSET MANAGEMENT
Provider 01 EIN
36-3206114
Provider 01 Position
INVESTMENT MANAGEMENT
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$34,093
Provider 01 Srvc Code
21

Schedule C Provider

Provider 3

Provider details

Source fields
Row 4
Filing Id
84037057160310
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
2
Image Form Id
8020370057160060002
Provider 01 Name
FIFTH THIRD BANK
Provider 01 EIN
31-1051736
Provider 01 Position
ADMINISTRATION
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$27,405
Provider 01 Srvc Code
13

Schedule C Provider

Provider 4

Provider details

Source fields
Row 5
Filing Id
84037057160310
Schedule C EIN
31-0565735
Schedule C Plan number
001
Schedule C Plan Year Begin Date
2008-02-01
Schedule C Tax Period
20090131
Provider Total Comp Paid Amount
$0

Schedule D

Row 1
Filing Id
84037057160310
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
8020370057160060003

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$4,237,886-$2,078,809 change

Balance Sheet

Beginning and end of plan year.

Total assets$6,316,695$4,237,886Decrease -$2,078,809 (-32.91%)
Total liabilities$0$0No change $0
Net assets$6,316,695$4,237,886Decrease -$2,078,809 (-32.91%)

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0
Total contributions$0

Income & Investment Result

Total income$-1,578,712
Interest$11,155
Dividends$51,113
Net income$-2,078,809

Expenses & Fees

Benefits paid$438,599
Investment management$61,498
Administrative expenses$61,498
Total expenses$500,097

Accountant

FirmBACHMANN & WELLS, CPA'S
Firm EIN31-1382626

Compliance

Fidelity bondYes
Fidelity bond amount$500,000
Participant loans$0
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $6,316,695Total assets at end of year: $4,237,886Total liabilities at end of year: $0Net income or loss: $-2,078,809
Filing Id
84037057160310
Schedule H EIN
31-0565735
Schedule H Plan number
001
Schedule H Plan Year Begin Date
2008-02-01
Schedule H Tax Period
20090131
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$250,000
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$3,895
Interest Bear Cash Beginning of year Amount
$487,979
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$3,348,994
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$0
Interest Common Tr Beginning of year Amount
$2,225,827
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$0
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$6,316,695
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$6,316,695
Non Interest Bear Cash End of year Amount
$427
Employer Contribution End of year Amount
$0
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$2,920
Interest Bear Cash End of year Amount
$323,725
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$2,337,902
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$0
Interest Common Tr End of year Amount
$1,572,912
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$0
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$4,237,886
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$4,237,886
Employer contributions
$0
Participant contributions
$0
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$0
Interest Bear Cash Amount
$11,155
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$0
Interest On Oth Investment Amount
$0
Total interest income
$11,155
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$51,113
Total dividend income
$51,113
Total Rents Amount
$0
Aggregate Proceeds Amount
$647,218
Aggregate Costs Amount
$633,774
Net gain or loss on sale of assets
$13,444
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$-1,285,298
Net unrealized appreciation or depreciation
$-1,285,298
Gain Loss Com Trust Amount
$-369,126
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$-1,578,712
Participant distributions
$438,599
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$438,599
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$61,498
Other Admin Fees Amount
$0
Total administrative expenses
$61,498
Total expenses
$500,097
Net income or loss
$-2,078,809
Total Transfers To Amount
$0
Transfers from other plans
$0
Accountant Opinion Type Indicator
3
Account Performed Limited Audit Indicator
Yes
Accountant firm name
BACHMANN & WELLS, CPA'S
Accountant firm EIN
31-1382626
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$500,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
Yes
All plan assets distributed
No
Resolution to terminate plan adopted
No
Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN31-1051736

Transfers

Distributed property value$0
Schedule R source fields
Payor 31-1051736
Filing Id
84037057160310
Schedule R EIN
31-0565735
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2008-02-01
Schedule R Tax Period
20090131
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
31-1051736
Pension Bnft Distribution Sngl Sum Count
2
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3