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DATA GENERAL CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameDATA GENERAL CORPORATION RETIREMENT PLAN
Plan identification number 003

DATA GENERAL CORPORATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

EMC CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:EMC CORPORATION
Employer identification number (EIN):042680009
NAIC Classification:334110

Additional information about EMC CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date: 1986-10-24
Company Identification Number: 2105380
Legal Registered Office Address: Corporation Trust Center
1209 Orange St
Wilmington
United States of America (USA)
19801

More information about EMC CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DATA GENERAL CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-10-01
0032020-10-01
0032019-10-01
0032018-10-01
0032017-10-01
0032017-10-01
0032016-10-01TYLER W JOHNSON
0032015-10-01DENIS CASHMAN
0032014-10-01DENIS CASHMAN
0032013-10-01DENIS CASHMAN
0032012-10-01DENIS CASHMAN
0032011-10-01DENIS CASHMAN DENIS CASHMAN2013-07-15
0032009-10-01DAVID GOULDEN DAVID GOULDEN2011-07-15
0032008-10-01

Plan Statistics for DATA GENERAL CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for DATA GENERAL CORPORATION RETIREMENT PLAN

Measure Date Value
2022: DATA GENERAL CORPORATION RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-09-30570,575,029
Acturial value of plan assets2022-09-30546,604,501
Funding target for retired participants and beneficiaries receiving payment2022-09-30310,652,341
Number of terminated vested participants2022-09-301,256
Fundng target for terminated vested participants2022-09-30117,886,417
Active participant vested funding target2022-09-3035,055,586
Number of active participants2022-09-30406
Total funding liabilities for active participants2022-09-3035,329,683
Total participant count2022-09-305,038
Total funding target for all participants2022-09-30463,868,441
Balance at beginning of prior year after applicable adjustments2022-09-3027,046,378
Amount remaining of carryover balance2022-09-3027,046,378
Amount remaining of prefunding balance2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-3029,272,295
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-300
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-302,400,000
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: DATA GENERAL CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-014,959
Total number of active participants reported on line 7a of the Form 55002021-10-01377
Number of retired or separated participants receiving benefits2021-10-013,034
Number of other retired or separated participants entitled to future benefits2021-10-011,075
Total of all active and inactive participants2021-10-014,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-01379
Total participants2021-10-014,865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Market value of plan assets2021-09-30557,511,580
Acturial value of plan assets2021-09-30522,764,707
Funding target for retired participants and beneficiaries receiving payment2021-09-30295,052,992
Number of terminated vested participants2021-09-301,358
Fundng target for terminated vested participants2021-09-30125,188,775
Active participant vested funding target2021-09-3042,615,334
Number of active participants2021-09-30478
Total funding liabilities for active participants2021-09-3042,958,591
Total participant count2021-09-305,116
Total funding target for all participants2021-09-30463,200,358
Balance at beginning of prior year after applicable adjustments2021-09-3024,150,708
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-3024,150,708
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-3027,046,378
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-301,100,000
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: DATA GENERAL CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-015,035
Total number of active participants reported on line 7a of the Form 55002020-10-01406
Number of retired or separated participants receiving benefits2020-10-012,958
Number of other retired or separated participants entitled to future benefits2020-10-011,231
Total of all active and inactive participants2020-10-014,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-01364
Total participants2020-10-014,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
Market value of plan assets2020-09-30526,199,913
Acturial value of plan assets2020-09-30505,970,631
Funding target for retired participants and beneficiaries receiving payment2020-09-30292,144,357
Number of terminated vested participants2020-09-301,474
Fundng target for terminated vested participants2020-09-30112,711,387
Active participant vested funding target2020-09-3047,032,931
Number of active participants2020-09-30520
Total funding liabilities for active participants2020-09-3047,032,931
Total participant count2020-09-305,183
Total funding target for all participants2020-09-30451,888,675
Balance at beginning of prior year after applicable adjustments2020-09-3021,362,855
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-3021,362,855
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-3024,150,708
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30900,000
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: DATA GENERAL CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-015,110
Total number of active participants reported on line 7a of the Form 55002019-10-01478
Number of retired or separated participants receiving benefits2019-10-012,863
Number of other retired or separated participants entitled to future benefits2019-10-011,337
Total of all active and inactive participants2019-10-014,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-01357
Total participants2019-10-015,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-30492,262,261
Acturial value of plan assets2019-09-30495,545,386
Funding target for retired participants and beneficiaries receiving payment2019-09-30263,193,474
Number of terminated vested participants2019-09-301,657
Fundng target for terminated vested participants2019-09-30127,825,289
Active participant vested funding target2019-09-3044,154,426
Number of active participants2019-09-30547
Total funding liabilities for active participants2019-09-3044,154,426
Total participant count2019-09-305,256
Total funding target for all participants2019-09-30435,173,189
Balance at beginning of prior year after applicable adjustments2019-09-3020,562,956
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-3020,562,956
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-3021,362,855
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-300
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-301,800,000
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: DATA GENERAL CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-015,190
Total number of active participants reported on line 7a of the Form 55002018-10-01520
Number of retired or separated participants receiving benefits2018-10-012,790
Number of other retired or separated participants entitled to future benefits2018-10-011,457
Total of all active and inactive participants2018-10-014,767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-01343
Total participants2018-10-015,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-30499,432,903
Acturial value of plan assets2018-09-30483,009,979
Funding target for retired participants and beneficiaries receiving payment2018-09-30244,246,216
Number of terminated vested participants2018-09-301,829
Fundng target for terminated vested participants2018-09-30134,174,311
Active participant vested funding target2018-09-3045,336,516
Number of active participants2018-09-30601
Total funding liabilities for active participants2018-09-3045,336,516
Total participant count2018-09-305,334
Total funding target for all participants2018-09-30423,757,043
Balance at beginning of prior year after applicable adjustments2018-09-3019,085,721
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-3019,085,721
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-3020,562,956
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-300
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-301,200,000
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: DATA GENERAL CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-015,272
Total number of active participants reported on line 7a of the Form 55002017-10-01547
Number of retired or separated participants receiving benefits2017-10-012,676
Number of other retired or separated participants entitled to future benefits2017-10-011,639
Total of all active and inactive participants2017-10-014,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-01328
Total participants2017-10-015,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-30487,279,023
Acturial value of plan assets2017-09-30475,354,115
Funding target for retired participants and beneficiaries receiving payment2017-09-30224,680,865
Number of terminated vested participants2017-09-301,962
Fundng target for terminated vested participants2017-09-30142,076,707
Active participant vested funding target2017-09-3047,694,082
Number of active participants2017-09-30664
Total funding liabilities for active participants2017-09-3047,694,082
Total participant count2017-09-305,404
Total funding target for all participants2017-09-30414,451,654
Balance at beginning of prior year after applicable adjustments2017-09-3016,743,329
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-3016,743,329
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Balance of carryovers at beginning of current year2017-09-3019,085,721
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-300
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-301,400,000
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: DATA GENERAL CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-015,344
Total number of active participants reported on line 7a of the Form 55002016-10-01601
Number of retired or separated participants receiving benefits2016-10-012,558
Number of other retired or separated participants entitled to future benefits2016-10-011,811
Total of all active and inactive participants2016-10-014,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-01302
Total participants2016-10-015,272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: DATA GENERAL CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-015,436
Total number of active participants reported on line 7a of the Form 55002015-10-01664
Number of retired or separated participants receiving benefits2015-10-012,459
Number of other retired or separated participants entitled to future benefits2015-10-011,942
Total of all active and inactive participants2015-10-015,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-01279
Total participants2015-10-015,344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: DATA GENERAL CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-015,556
Total number of active participants reported on line 7a of the Form 55002014-10-01774
Number of retired or separated participants receiving benefits2014-10-012,387
Number of other retired or separated participants entitled to future benefits2014-10-012,016
Total of all active and inactive participants2014-10-015,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-01259
Total participants2014-10-015,436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: DATA GENERAL CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-015,573
Total number of active participants reported on line 7a of the Form 55002013-10-01776
Number of retired or separated participants receiving benefits2013-10-012,249
Number of other retired or separated participants entitled to future benefits2013-10-012,259
Total of all active and inactive participants2013-10-015,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-01272
Total participants2013-10-015,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: DATA GENERAL CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-015,621
Total number of active participants reported on line 7a of the Form 55002012-10-01893
Number of retired or separated participants receiving benefits2012-10-012,164
Number of other retired or separated participants entitled to future benefits2012-10-012,260
Total of all active and inactive participants2012-10-015,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-01256
Total participants2012-10-015,573
Number of participants with account balances2012-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: DATA GENERAL CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-015,669
Total number of active participants reported on line 7a of the Form 55002011-10-01945
Number of retired or separated participants receiving benefits2011-10-012,069
Number of other retired or separated participants entitled to future benefits2011-10-012,366
Total of all active and inactive participants2011-10-015,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-01241
Total participants2011-10-015,621
Number of participants with account balances2011-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: DATA GENERAL CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-015,747
Total number of active participants reported on line 7a of the Form 55002009-10-01967
Number of retired or separated participants receiving benefits2009-10-011,882
Number of other retired or separated participants entitled to future benefits2009-10-012,651
Total of all active and inactive participants2009-10-015,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-01211
Total participants2009-10-015,711
Number of participants with account balances2009-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0141

Financial Data on DATA GENERAL CORPORATION RETIREMENT PLAN

Measure Date Value
2022 : DATA GENERAL CORPORATION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$645,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$1,262,410
Total income from all sources (including contributions)2022-09-30$-136,370,109
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$33,953,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$30,890,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$0
Value of total assets at end of year2022-09-30$401,847,136
Value of total assets at beginning of year2022-09-30$572,786,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$3,062,272
Total interest from all sources2022-09-30$7,436,631
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$25,000,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$1,849,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$2,163,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$353,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$949,098
Administrative expenses (other) incurred2022-09-30$3,062,272
Total non interest bearing cash at end of year2022-09-30$0
Total non interest bearing cash at beginning of year2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-170,323,354
Value of net assets at end of year (total assets less liabilities)2022-09-30$401,201,189
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$571,524,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Interest earned on other investments2022-09-30$7,436,631
Value of interest in common/collective trusts at end of year2022-09-30$269,689,758
Value of interest in common/collective trusts at beginning of year2022-09-30$369,996,622
Asset value of US Government securities at end of year2022-09-30$8,511,709
Asset value of US Government securities at beginning of year2022-09-30$6,426,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-143,806,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$30,890,973
Asset. Corporate debt instrument preferred debt at end of year2022-09-30$121,795,955
Asset. Corporate debt instrument preferred debt at beginning of year2022-09-30$194,200,929
Liabilities. Value of benefit claims payable at end of year2022-09-30$291,951
Liabilities. Value of benefit claims payable at beginning of year2022-09-30$313,312
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30STOWE AND DEGON, LLC.
Accountancy firm EIN2022-09-30043379904
2021 : DATA GENERAL CORPORATION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$1,262,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$2,538,290
Total income from all sources (including contributions)2021-09-30$44,664,957
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$31,573,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$29,472,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$0
Value of total assets at end of year2021-09-30$572,786,953
Value of total assets at beginning of year2021-09-30$560,971,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$2,101,311
Total interest from all sources2021-09-30$7,633,728
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$2,163,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$3,108,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$949,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$2,288,113
Administrative expenses (other) incurred2021-09-30$2,101,311
Total non interest bearing cash at end of year2021-09-30$0
Total non interest bearing cash at beginning of year2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$13,091,606
Value of net assets at end of year (total assets less liabilities)2021-09-30$571,524,543
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$558,432,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Interest earned on other investments2021-09-30$7,633,728
Value of interest in common/collective trusts at end of year2021-09-30$369,996,622
Value of interest in common/collective trusts at beginning of year2021-09-30$354,483,030
Asset value of US Government securities at end of year2021-09-30$6,426,257
Asset value of US Government securities at beginning of year2021-09-30$7,734,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$37,031,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$29,472,040
Asset. Corporate debt instrument preferred debt at end of year2021-09-30$194,200,929
Asset. Corporate debt instrument preferred debt at beginning of year2021-09-30$195,645,373
Liabilities. Value of benefit claims payable at end of year2021-09-30$313,312
Liabilities. Value of benefit claims payable at beginning of year2021-09-30$250,177
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30STOWE AND DEGON, LLC.
Accountancy firm EIN2021-09-30043379904
2020 : DATA GENERAL CORPORATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$2,538,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$250,767
Total income from all sources (including contributions)2020-09-30$61,398,968
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$29,964,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$28,085,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$0
Value of total assets at end of year2020-09-30$560,971,227
Value of total assets at beginning of year2020-09-30$527,249,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$1,878,832
Total interest from all sources2020-09-30$7,511,228
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$25,000,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$3,108,774
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$2,483,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$2,288,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$0
Administrative expenses (other) incurred2020-09-30$1,878,832
Total non interest bearing cash at end of year2020-09-30$0
Total non interest bearing cash at beginning of year2020-09-30$34
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$31,434,425
Value of net assets at end of year (total assets less liabilities)2020-09-30$558,432,937
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$526,998,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Interest earned on other investments2020-09-30$7,511,228
Value of interest in common/collective trusts at end of year2020-09-30$354,483,030
Value of interest in common/collective trusts at beginning of year2020-09-30$344,134,549
Asset value of US Government securities at end of year2020-09-30$7,734,050
Asset value of US Government securities at beginning of year2020-09-30$6,432,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$53,887,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$28,085,711
Asset. Corporate debt instrument preferred debt at end of year2020-09-30$195,645,373
Asset. Corporate debt instrument preferred debt at beginning of year2020-09-30$174,199,300
Liabilities. Value of benefit claims payable at end of year2020-09-30$250,177
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$250,767
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30STOWE AND DEGON, LLC.
Accountancy firm EIN2020-09-30043379904
2019 : DATA GENERAL CORPORATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$250,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$425,373
Total income from all sources (including contributions)2019-09-30$63,156,085
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$29,093,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$26,456,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$0
Value of total assets at end of year2019-09-30$527,249,279
Value of total assets at beginning of year2019-09-30$493,361,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$2,637,306
Total interest from all sources2019-09-30$7,466,108
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$2,483,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$1,837,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$169,442
Administrative expenses (other) incurred2019-09-30$2,637,306
Liabilities. Value of operating payables at end of year2019-09-30$250,767
Liabilities. Value of operating payables at beginning of year2019-09-30$255,931
Total non interest bearing cash at end of year2019-09-30$34
Total non interest bearing cash at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$34,062,322
Value of net assets at end of year (total assets less liabilities)2019-09-30$526,998,512
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$492,936,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Interest earned on other investments2019-09-30$7,466,108
Value of interest in common/collective trusts at end of year2019-09-30$344,134,549
Value of interest in common/collective trusts at beginning of year2019-09-30$341,248,339
Asset value of US Government securities at end of year2019-09-30$6,432,117
Asset value of US Government securities at beginning of year2019-09-30$3,032,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$55,689,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$26,456,457
Asset. Corporate debt instrument preferred debt at end of year2019-09-30$174,199,300
Asset. Corporate debt instrument preferred debt at beginning of year2019-09-30$147,243,194
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30STOWE AND DEGON, LLC.
Accountancy firm EIN2019-09-30043379904
2018 : DATA GENERAL CORPORATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$425,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$1,578,747
Total income from all sources (including contributions)2018-09-30$19,647,577
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$26,794,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$24,943,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$0
Value of total assets at end of year2018-09-30$493,361,563
Value of total assets at beginning of year2018-09-30$501,661,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$1,850,677
Total interest from all sources2018-09-30$7,179,490
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$1,837,981
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$1,773,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$169,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$1,331,412
Administrative expenses (other) incurred2018-09-30$1,850,677
Liabilities. Value of operating payables at end of year2018-09-30$255,931
Liabilities. Value of operating payables at beginning of year2018-09-30$247,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-7,146,639
Value of net assets at end of year (total assets less liabilities)2018-09-30$492,936,190
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$500,082,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Interest earned on other investments2018-09-30$7,179,490
Value of interest in common/collective trusts at end of year2018-09-30$341,248,339
Value of interest in common/collective trusts at beginning of year2018-09-30$348,024,672
Asset value of US Government securities at end of year2018-09-30$3,032,049
Asset value of US Government securities at beginning of year2018-09-30$3,930,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$12,468,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$24,943,539
Asset. Corporate debt instrument preferred debt at end of year2018-09-30$147,243,194
Asset. Corporate debt instrument preferred debt at beginning of year2018-09-30$147,933,391
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30STOWE AND DEGON, LLC.
Accountancy firm EIN2018-09-30043379904
2017 : DATA GENERAL CORPORATION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$1,578,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$890,576
Total income from all sources (including contributions)2017-09-30$37,473,682
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$25,267,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$23,174,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$0
Value of total assets at end of year2017-09-30$501,661,576
Value of total assets at beginning of year2017-09-30$488,767,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$2,093,168
Total interest from all sources2017-09-30$6,925,125
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$2,500,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$1,773,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$1,792,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$1,331,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$653,716
Administrative expenses (other) incurred2017-09-30$2,093,168
Liabilities. Value of operating payables at end of year2017-09-30$247,335
Liabilities. Value of operating payables at beginning of year2017-09-30$236,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Income. Non cash contributions2017-09-30$0
Value of net income/loss2017-09-30$12,206,401
Value of net assets at end of year (total assets less liabilities)2017-09-30$500,082,829
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$487,876,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$322,701,104
Interest earned on other investments2017-09-30$6,925,125
Value of interest in common/collective trusts at end of year2017-09-30$348,024,672
Value of interest in common/collective trusts at beginning of year2017-09-30$15,959,283
Asset value of US Government securities at end of year2017-09-30$3,930,028
Asset value of US Government securities at beginning of year2017-09-30$1,589,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$30,548,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$23,174,113
Asset. Corporate debt instrument preferred debt at end of year2017-09-30$147,933,391
Asset. Corporate debt instrument preferred debt at beginning of year2017-09-30$146,724,676
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30STOWE AND DEGON, LLC.
Accountancy firm EIN2017-09-30043379904
2016 : DATA GENERAL CORPORATION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$890,576
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$974,952
Total income from all sources (including contributions)2016-09-30$62,002,025
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$24,156,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$21,577,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$0
Value of total assets at end of year2016-09-30$488,767,004
Value of total assets at beginning of year2016-09-30$451,005,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$2,578,770
Total interest from all sources2016-09-30$6,609,939
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$2,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$1,792,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$1,847,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$653,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$728,611
Other income not declared elsewhere2016-09-30$12,574,636
Administrative expenses (other) incurred2016-09-30$2,578,770
Liabilities. Value of operating payables at end of year2016-09-30$236,860
Liabilities. Value of operating payables at beginning of year2016-09-30$246,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Income. Non cash contributions2016-09-30$0
Value of net income/loss2016-09-30$37,845,975
Value of net assets at end of year (total assets less liabilities)2016-09-30$487,876,428
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$450,030,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$322,701,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$304,862,535
Interest earned on other investments2016-09-30$6,609,939
Value of interest in common/collective trusts at end of year2016-09-30$15,959,283
Value of interest in common/collective trusts at beginning of year2016-09-30$15,034,882
Asset value of US Government securities at end of year2016-09-30$1,589,447
Asset value of US Government securities at beginning of year2016-09-30$3,869,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$42,817,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$21,577,280
Asset. Corporate debt instrument preferred debt at end of year2016-09-30$146,724,676
Asset. Corporate debt instrument preferred debt at beginning of year2016-09-30$125,390,883
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30STOWE AND DEGON, LLC.
Accountancy firm EIN2016-09-30043379904
2015 : DATA GENERAL CORPORATION RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-09-30$0
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$974,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$1,069,160
Total income from all sources (including contributions)2015-09-30$777,646
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$22,204,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$20,530,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$0
Value of total assets at end of year2015-09-30$451,005,405
Value of total assets at beginning of year2015-09-30$472,526,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$1,674,082
Total income from rents2015-09-30$0
Total interest from all sources2015-09-30$6,481,434
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$2,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$1,847,211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$1,715,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$728,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$795,565
Other income not declared elsewhere2015-09-30$-6,909,422
Administrative expenses (other) incurred2015-09-30$1,674,082
Liabilities. Value of operating payables at end of year2015-09-30$246,341
Liabilities. Value of operating payables at beginning of year2015-09-30$273,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Income. Non cash contributions2015-09-30$0
Value of net income/loss2015-09-30$-21,427,184
Value of net assets at end of year (total assets less liabilities)2015-09-30$450,030,453
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$471,457,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$304,862,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$327,504,923
Interest earned on other investments2015-09-30$6,481,434
Value of interest in common/collective trusts at end of year2015-09-30$15,034,882
Value of interest in common/collective trusts at beginning of year2015-09-30$15,180,036
Asset value of US Government securities at end of year2015-09-30$3,869,894
Asset value of US Government securities at beginning of year2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$1,350,788
Net investment gain or loss from common/collective trusts2015-09-30$-145,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$20,530,748
Asset. Corporate debt instrument preferred debt at end of year2015-09-30$125,390,883
Asset. Corporate debt instrument preferred debt at beginning of year2015-09-30$128,126,379
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30STOWE AND DEGON, LLC.
Accountancy firm EIN2015-09-30043379904
2014 : DATA GENERAL CORPORATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$1,069,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$4,938,151
Total income from all sources (including contributions)2014-09-30$58,463,930
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$20,618,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$18,686,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$0
Value of total assets at end of year2014-09-30$472,526,797
Value of total assets at beginning of year2014-09-30$438,550,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,931,892
Total income from rents2014-09-30$0
Total interest from all sources2014-09-30$6,211,664
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$2,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$1,715,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$2,525,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$795,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$4,574,057
Other income not declared elsewhere2014-09-30$9,652,089
Administrative expenses (other) incurred2014-09-30$1,931,892
Liabilities. Value of operating payables at end of year2014-09-30$273,595
Liabilities. Value of operating payables at beginning of year2014-09-30$364,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$37,845,122
Value of net assets at end of year (total assets less liabilities)2014-09-30$471,457,637
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$433,612,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$327,504,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$308,403,304
Interest earned on other investments2014-09-30$6,211,664
Value of interest in common/collective trusts at end of year2014-09-30$15,180,036
Value of interest in common/collective trusts at beginning of year2014-09-30$13,930,224
Asset value of US Government securities at end of year2014-09-30$0
Asset value of US Government securities at beginning of year2014-09-30$3,285,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$46,300,761
Net investment gain or loss from common/collective trusts2014-09-30$-3,700,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$18,686,916
Asset. Corporate debt instrument preferred debt at end of year2014-09-30$128,126,379
Asset. Corporate debt instrument preferred debt at beginning of year2014-09-30$110,405,784
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30STOWE AND DEGON, LLC.
Accountancy firm EIN2014-09-30043379904
2013 : DATA GENERAL CORPORATION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$4,938,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$1,007,427
Total income from all sources (including contributions)2013-09-30$21,688,513
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$19,022,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$17,547,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$939,364
Value of total assets at end of year2013-09-30$438,550,666
Value of total assets at beginning of year2013-09-30$431,954,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$1,475,525
Total interest from all sources2013-09-30$5,921,869
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$2,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$2,525,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$1,742,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$4,574,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$767,432
Other income not declared elsewhere2013-09-30$-12,840,298
Administrative expenses (other) incurred2013-09-30$1,475,525
Liabilities. Value of operating payables at end of year2013-09-30$364,094
Liabilities. Value of operating payables at beginning of year2013-09-30$239,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$2,665,660
Value of net assets at end of year (total assets less liabilities)2013-09-30$433,612,515
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$430,946,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$308,403,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$295,899,363
Interest earned on other investments2013-09-30$5,921,869
Value of interest in common/collective trusts at end of year2013-09-30$13,930,224
Value of interest in common/collective trusts at beginning of year2013-09-30$13,116,508
Asset value of US Government securities at end of year2013-09-30$3,285,852
Asset value of US Government securities at beginning of year2013-09-30$1,349,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$21,749,589
Net investment gain or loss from common/collective trusts2013-09-30$5,917,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$939,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$17,547,328
Asset. Corporate debt instrument preferred debt at end of year2013-09-30$110,405,784
Asset. Corporate debt instrument preferred debt at beginning of year2013-09-30$119,845,758
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30STOWE AND DEGON, LLC.
Accountancy firm EIN2013-09-30043379904
2012 : DATA GENERAL CORPORATION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$1,007,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$764,899
Total income from all sources (including contributions)2012-09-30$72,611,542
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$18,066,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$16,302,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$0
Value of total assets at end of year2012-09-30$431,954,282
Value of total assets at beginning of year2012-09-30$377,166,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$1,764,045
Total interest from all sources2012-09-30$5,777,001
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$2,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Assets. Other investments not covered elsewhere at end of year2012-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$122,650
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$1,742,773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$1,462,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$767,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$536,271
Other income not declared elsewhere2012-09-30$11,759,752
Administrative expenses (other) incurred2012-09-30$1,764,045
Liabilities. Value of operating payables at end of year2012-09-30$239,995
Liabilities. Value of operating payables at beginning of year2012-09-30$228,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$54,544,824
Value of net assets at end of year (total assets less liabilities)2012-09-30$430,946,855
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$376,402,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$295,899,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$260,909,667
Interest earned on other investments2012-09-30$5,777,001
Value of interest in common/collective trusts at end of year2012-09-30$13,116,508
Value of interest in common/collective trusts at beginning of year2012-09-30$11,294,978
Asset value of US Government securities at end of year2012-09-30$1,349,880
Asset value of US Government securities at beginning of year2012-09-30$3,013,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$53,757,136
Net investment gain or loss from common/collective trusts2012-09-30$1,317,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$16,302,673
Asset. Corporate debt instrument preferred debt at end of year2012-09-30$119,845,758
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$100,363,029
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30STOWE AND DEGON, LLC.
Accountancy firm EIN2012-09-30043379904
2011 : DATA GENERAL CORPORATION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$764,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$790,326
Total income from all sources (including contributions)2011-09-30$29,382,352
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$16,725,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$15,503,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$0
Value of total assets at end of year2011-09-30$377,166,930
Value of total assets at beginning of year2011-09-30$364,535,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$1,222,530
Total interest from all sources2011-09-30$5,069,590
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$2,500,000
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Assets. Other investments not covered elsewhere at end of year2011-09-30$122,650
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$1,840,978
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$1,462,642
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$1,826,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$536,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$580,326
Other income not declared elsewhere2011-09-30$4,363,086
Administrative expenses (other) incurred2011-09-30$1,222,530
Liabilities. Value of operating payables at end of year2011-09-30$228,628
Liabilities. Value of operating payables at beginning of year2011-09-30$210,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$12,656,521
Value of net assets at end of year (total assets less liabilities)2011-09-30$376,402,031
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$363,745,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$260,909,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$256,632,046
Interest earned on other investments2011-09-30$5,069,590
Value of interest in common/collective trusts at end of year2011-09-30$11,294,978
Value of interest in common/collective trusts at beginning of year2011-09-30$23,426,663
Asset value of US Government securities at end of year2011-09-30$3,013,964
Asset value of US Government securities at beginning of year2011-09-30$31,837,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$23,167,936
Net investment gain or loss from common/collective trusts2011-09-30$-3,218,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$15,503,301
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$100,363,029
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$48,971,899
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30STOWE AND DEGON, LLC.
Accountancy firm EIN2011-09-30043379904
2010 : DATA GENERAL CORPORATION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for DATA GENERAL CORPORATION RETIREMENT PLAN

2021: DATA GENERAL CORPORATION RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: DATA GENERAL CORPORATION RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: DATA GENERAL CORPORATION RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: DATA GENERAL CORPORATION RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: DATA GENERAL CORPORATION RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedYes
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: DATA GENERAL CORPORATION RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: DATA GENERAL CORPORATION RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: DATA GENERAL CORPORATION RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: DATA GENERAL CORPORATION RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: DATA GENERAL CORPORATION RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: DATA GENERAL CORPORATION RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: DATA GENERAL CORPORATION RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: DATA GENERAL CORPORATION RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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