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ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 401k Plan overview

Plan NameROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST
Plan identification number 101

ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

ROBERT BOSCH LLC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT BOSCH LLC
Employer identification number (EIN):300988910

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1012023-01-01
1012022-01-01
1012021-01-01
1012020-01-01
1012019-01-01
1012018-01-01
1012017-01-012018-10-15
1012017-01-01

Financial Data on ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST

Measure Date Value
2023 : ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$15,396,334
Total unrealized appreciation/depreciation of assets2023-12-31$15,396,334
Total transfer of assets to this plan2023-12-31$373,052,220
Total transfer of assets from this plan2023-12-31$330,231,514
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$386,941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$357,329
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$669,994,591
Total loss/gain on sale of assets2023-12-31$10,987,524
Total of all expenses incurred2023-12-31$894,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$0
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$4,214,110,864
Value of total assets at beginning of year2023-12-31$3,502,160,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$894,550
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$2,496,281
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$8,029,713
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$6,869,504
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$377,015
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$156,962
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$0
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$302,433,513
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$340,294,124
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$298,412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$21,812
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$386,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$357,329
Other income not declared elsewhere2023-12-31$9,096,710
Administrative expenses (other) incurred2023-12-31$10,000
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$16,680
Total non interest bearing cash at beginning of year2023-12-31$0
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$669,100,041
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,213,723,923
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,501,803,176
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$884,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$257,936,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$274,568,740
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$0
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$5,932
Income. Interest from corporate debt instruments2023-12-31$5,508
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$3,493,277,861
Value of interest in common/collective trusts at beginning of year2023-12-31$2,764,263,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$61,802,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$52,599,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$52,599,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$2,484,841
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$3,713,869
Asset value of US Government securities at beginning of year2023-12-31$669,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$24,363,316
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$599,624,713
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$0
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$12,503
Income. Dividends from common stock2023-12-31$1,147,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$670,529
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$333,205
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$93,583,510
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$69,252,918
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Aggregate proceeds on sale of assets2023-12-31$152,647,516
Aggregate carrying amount (costs) on sale of assets2023-12-31$141,659,992
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
2022 : ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-21,122,500
Total unrealized appreciation/depreciation of assets2022-12-31$-21,122,500
Total transfer of assets to this plan2022-12-31$285,841,348
Total transfer of assets from this plan2022-12-31$296,608,144
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$357,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$433,888
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-738,098,577
Total loss/gain on sale of assets2022-12-31$-19,236,013
Total of all expenses incurred2022-12-31$983,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$0
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$3,502,160,505
Value of total assets at beginning of year2022-12-31$4,252,086,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$983,779
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$709,286
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$27,559,715
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$26,475,542
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$156,962
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$132,536
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$340,294,124
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$304,020,806
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$21,812
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$33,522
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$357,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$433,888
Other income not declared elsewhere2022-12-31$6,374,394
Administrative expenses (other) incurred2022-12-31$9,483
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$8,212
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-739,082,356
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,501,803,176
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,251,652,328
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$974,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$274,568,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$266,348,436
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$2,971
Income. Interest from corporate debt instruments2022-12-31$2,577
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$2,764,263,519
Value of interest in common/collective trusts at beginning of year2022-12-31$3,523,165,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$52,599,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$47,442,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$47,442,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$703,738
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$669,710
Asset value of US Government securities at beginning of year2022-12-31$82,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-69,701,952
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-662,681,507
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$4,118
Income. Dividends from common stock2022-12-31$1,080,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$333,205
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$88,828
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$69,252,918
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$110,763,627
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Aggregate proceeds on sale of assets2022-12-31$134,047,994
Aggregate carrying amount (costs) on sale of assets2022-12-31$153,284,007
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
2021 : ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,249,259
Total unrealized appreciation/depreciation of assets2021-12-31$2,249,259
Total transfer of assets to this plan2021-12-31$269,873,032
Total transfer of assets from this plan2021-12-31$314,415,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$433,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$450,571
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$555,507,012
Total loss/gain on sale of assets2021-12-31$9,524,283
Total of all expenses incurred2021-12-31$1,037,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$0
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$4,252,086,216
Value of total assets at beginning of year2021-12-31$3,742,175,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,037,257
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$28,384
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$34,873,323
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$34,007,930
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$132,536
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$315,974
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$304,020,806
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$316,742,033
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$33,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$466,612
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$433,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$450,571
Other income not declared elsewhere2021-12-31$5,354,659
Administrative expenses (other) incurred2021-12-31$9,228
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$8,212
Total non interest bearing cash at beginning of year2021-12-31$75,000
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$554,469,755
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,251,652,328
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,741,724,912
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$1,028,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$266,348,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$509,305,122
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$2,559
Income. Interest from corporate debt instruments2021-12-31$3,568
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$3,523,165,506
Value of interest in common/collective trusts at beginning of year2021-12-31$2,776,540,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$47,442,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$51,141,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$51,141,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$22,257
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$82,024
Asset value of US Government securities at beginning of year2021-12-31$115,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,774,784
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$483,702,320
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$9,699
Income. Dividends from common stock2021-12-31$855,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$88,828
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$69,666
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$110,763,627
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$87,404,246
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Aggregate proceeds on sale of assets2021-12-31$243,129,813
Aggregate carrying amount (costs) on sale of assets2021-12-31$233,605,530
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
2020 : ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$19,827,115
Total unrealized appreciation/depreciation of assets2020-12-31$19,827,115
Total transfer of assets to this plan2020-12-31$254,839,298
Total transfer of assets from this plan2020-12-31$402,274,817
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$450,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$790,047
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$524,602,482
Total loss/gain on sale of assets2020-12-31$8,231,418
Total of all expenses incurred2020-12-31$892,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$0
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$3,742,175,483
Value of total assets at beginning of year2020-12-31$3,366,240,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$892,579
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$158,150
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$23,130,532
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$22,342,008
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$315,974
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$300,773
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$316,742,033
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$298,104,957
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$466,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$97,224
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$450,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$790,047
Other income not declared elsewhere2020-12-31$7,206,245
Administrative expenses (other) incurred2020-12-31$9,314
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$75,000
Total non interest bearing cash at beginning of year2020-12-31$88,832
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$523,709,903
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,741,724,912
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,365,450,528
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$883,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$509,305,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$483,474,873
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$3,034
Income. Interest from corporate debt instruments2020-12-31$4,015
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,776,540,187
Value of interest in common/collective trusts at beginning of year2020-12-31$2,498,750,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$51,141,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$38,599,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$38,599,227
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$151,101
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$115,601
Asset value of US Government securities at beginning of year2020-12-31$132,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$35,684,498
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$430,364,524
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$22,926
Income. Dividends from common stock2020-12-31$765,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$69,666
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$134,186
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$87,404,246
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$46,558,032
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Aggregate proceeds on sale of assets2020-12-31$203,880,522
Aggregate carrying amount (costs) on sale of assets2020-12-31$195,649,104
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
2019 : ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,210,956
Total unrealized appreciation/depreciation of assets2019-12-31$6,210,956
Total transfer of assets to this plan2019-12-31$275,566,690
Total transfer of assets from this plan2019-12-31$254,183,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$790,047
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,335,246
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$584,916,450
Total loss/gain on sale of assets2019-12-31$5,324,450
Total of all expenses incurred2019-12-31$1,057,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$3,366,240,575
Value of total assets at beginning of year2019-12-31$2,772,543,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,057,285
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$812,206
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$35,028,964
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$34,305,039
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$300,773
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$121,057
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$298,104,957
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$258,848,682
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$97,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$13,908,735
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$790,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$12,335,246
Other income not declared elsewhere2019-12-31$7,391,385
Administrative expenses (other) incurred2019-12-31$9,471
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$88,832
Total non interest bearing cash at beginning of year2019-12-31$149,528
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$583,859,165
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,365,450,528
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,760,207,892
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$1,047,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$483,474,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$442,798,402
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$4,962
Income. Interest from corporate debt instruments2019-12-31$3,847
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,498,750,291
Value of interest in common/collective trusts at beginning of year2019-12-31$1,981,616,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$38,599,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$40,298,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$40,298,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$803,397
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$132,180
Asset value of US Government securities at beginning of year2019-12-31$220,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$73,828,343
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$456,320,146
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$15,955
Income. Dividends from common stock2019-12-31$707,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$134,186
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$39,671
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$46,558,032
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$34,541,088
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Aggregate proceeds on sale of assets2019-12-31$68,134,665
Aggregate carrying amount (costs) on sale of assets2019-12-31$62,810,215
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
2018 : ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-6,002,829
Total unrealized appreciation/depreciation of assets2018-12-31$-6,002,829
Total transfer of assets to this plan2018-12-31$563,004,754
Total transfer of assets from this plan2018-12-31$506,043,862
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,335,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$496,809
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-152,165,587
Total loss/gain on sale of assets2018-12-31$1,251,515
Total of all expenses incurred2018-12-31$1,027,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$2,772,543,138
Value of total assets at beginning of year2018-12-31$2,856,936,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,027,020
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$540,330
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$35,605,641
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$34,969,308
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$121,057
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$99,629
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$258,848,682
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$234,782,123
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$13,908,735
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$335,232
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$12,335,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$243,277
Other income not declared elsewhere2018-12-31$5,378,336
Administrative expenses (other) incurred2018-12-31$9,328
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$253,532
Total non interest bearing cash at end of year2018-12-31$149,528
Total non interest bearing cash at beginning of year2018-12-31$1,608,387
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-153,192,607
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,760,207,892
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,856,439,607
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$1,017,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$442,798,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$455,622,432
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$3,046
Income. Interest from corporate debt instruments2018-12-31$1,986
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,981,616,584
Value of interest in common/collective trusts at beginning of year2018-12-31$2,111,104,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$40,298,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$19,830,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$19,830,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$535,298
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$220,861
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-74,564,628
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-114,373,952
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$7,568
Income. Dividends from common stock2018-12-31$628,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$39,671
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$42,686
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$34,541,088
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$33,511,057
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$57,881,331
Aggregate carrying amount (costs) on sale of assets2018-12-31$56,629,816
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
2017 : ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$5,242,545
Total unrealized appreciation/depreciation of assets2017-12-31$5,242,545
Total transfer of assets to this plan2017-12-31$2,640,209,171
Total transfer of assets from this plan2017-12-31$187,874,013
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$496,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$404,566,919
Total loss/gain on sale of assets2017-12-31$1,247,957
Total of all expenses incurred2017-12-31$462,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$2,856,936,416
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$462,470
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$149,064
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$27,817,158
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$27,320,204
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$99,629
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$234,782,123
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$335,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$243,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-1,978,570
Administrative expenses (other) incurred2017-12-31$9,936
Liabilities. Value of operating payables at end of year2017-12-31$253,532
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$1,608,387
Total non interest bearing cash at beginning of year2017-12-31$0
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$404,104,449
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,856,439,607
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$452,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$455,622,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$1,492
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$2,111,104,667
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$19,830,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$147,572
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$36,934,994
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$335,153,771
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$4,139
Income. Dividends from common stock2017-12-31$492,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$42,686
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$33,511,057
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Aggregate proceeds on sale of assets2017-12-31$33,416,043
Aggregate carrying amount (costs) on sale of assets2017-12-31$32,168,086
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0

Form 5500 Responses for ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST

2023: ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2022: ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2021: ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2020: ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2019: ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2018: ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2017: ROBERT BOSCH DEFINED CONTRIBUTION RETIREMENT PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo

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