Plan Name | TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | TOYOTA TSUSHO AMERICA, INC. |
Employer identification number (EIN): | 131943519 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about TOYOTA TSUSHO AMERICA, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1961-08-22 |
Company Identification Number: | 140433 |
Legal Registered Office Address: |
700 Triport Rd New York Georgetown United States of America (USA) 40324 |
More information about TOYOTA TSUSHO AMERICA, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | GERRY BECKETT | |||
001 | 2016-01-01 | GERRY BECKETT | |||
001 | 2015-01-01 | GERRY BECKETT | |||
001 | 2014-01-01 | GERRY BECKETT | |||
001 | 2013-01-01 | EUGENE BARTON | EUGENE BARTON | 2014-10-02 | |
001 | 2012-01-01 | EUGENE BARTON | EUGENE BARTON | 2013-09-25 | |
001 | 2011-01-01 | EUGENE BARTON | EUGENE BARTON | 2012-09-06 | |
001 | 2009-01-01 | EUGENE BARTON | EUGENE BARTON | 2010-11-19 | |
001 | 2009-01-01 | EUGENE BARTON | EUGENE BARTON | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2023: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 2,280 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1,734 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 643 |
Total of all active and inactive participants | 2023-01-01 | 2,408 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 19 |
Total participants | 2023-01-01 | 2,427 |
Number of participants with account balances | 2023-01-01 | 2,374 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 175 |
2022: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 2,191 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,618 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 622 |
Total of all active and inactive participants | 2022-01-01 | 2,270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 10 |
Total participants | 2022-01-01 | 2,280 |
Number of participants with account balances | 2022-01-01 | 2,239 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 86 |
2021: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2,164 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,543 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 613 |
Total of all active and inactive participants | 2021-01-01 | 2,182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 9 |
Total participants | 2021-01-01 | 2,191 |
Number of participants with account balances | 2021-01-01 | 2,156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 112 |
2020: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2,192 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,519 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 610 |
Total of all active and inactive participants | 2020-01-01 | 2,155 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 9 |
Total participants | 2020-01-01 | 2,164 |
Number of participants with account balances | 2020-01-01 | 2,134 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 99 |
2019: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2,116 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,591 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 570 |
Total of all active and inactive participants | 2019-01-01 | 2,184 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 8 |
Total participants | 2019-01-01 | 2,192 |
Number of participants with account balances | 2019-01-01 | 2,139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 91 |
2018: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2,108 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,551 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 25 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 532 |
Total of all active and inactive participants | 2018-01-01 | 2,108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 8 |
Total participants | 2018-01-01 | 2,116 |
Number of participants with account balances | 2018-01-01 | 2,084 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 93 |
2017: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2,058 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,551 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 527 |
Total of all active and inactive participants | 2017-01-01 | 2,100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 8 |
Total participants | 2017-01-01 | 2,108 |
Number of participants with account balances | 2017-01-01 | 2,102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 102 |
2016: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2,248 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,550 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 24 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 476 |
Total of all active and inactive participants | 2016-01-01 | 2,050 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 8 |
Total participants | 2016-01-01 | 2,058 |
Number of participants with account balances | 2016-01-01 | 2,055 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 81 |
2015: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2,081 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,579 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 639 |
Total of all active and inactive participants | 2015-01-01 | 2,241 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 7 |
Total participants | 2015-01-01 | 2,248 |
Number of participants with account balances | 2015-01-01 | 2,217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 90 |
2014: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,947 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,513 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 541 |
Total of all active and inactive participants | 2014-01-01 | 2,076 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 2,081 |
Number of participants with account balances | 2014-01-01 | 2,044 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 68 |
2013: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,788 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,435 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 490 |
Total of all active and inactive participants | 2013-01-01 | 1,943 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 1,947 |
Number of participants with account balances | 2013-01-01 | 1,942 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 68 |
2012: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,743 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,360 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 407 |
Total of all active and inactive participants | 2012-01-01 | 1,783 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 1,788 |
Number of participants with account balances | 2012-01-01 | 1,694 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 46 |
2011: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,675 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,318 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 410 |
Total of all active and inactive participants | 2011-01-01 | 1,741 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 1,743 |
Number of participants with account balances | 2011-01-01 | 1,651 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 79 |
2009: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,828 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,465 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 279 |
Total of all active and inactive participants | 2009-01-01 | 1,745 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 1,745 |
Number of participants with account balances | 2009-01-01 | 1,636 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 122 |
Measure | Date | Value |
---|---|---|
2023 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $60,223,995 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $19,139,821 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $18,916,343 |
Value of total corrective distributions | 2023-12-31 | $3,559 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $18,842,769 |
Value of total assets at end of year | 2023-12-31 | $269,952,221 |
Value of total assets at beginning of year | 2023-12-31 | $228,868,047 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $219,919 |
Total interest from all sources | 2023-12-31 | $184,749 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $8,691,210 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $8,691,210 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $10,816,876 |
Participant contributions at end of year | 2023-12-31 | $3,249,412 |
Participant contributions at beginning of year | 2023-12-31 | $3,159,047 |
Participant contributions at end of year | 2023-12-31 | $314,433 |
Participant contributions at beginning of year | 2023-12-31 | $293,941 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $194,917 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $38,911 |
Other income not declared elsewhere | 2023-12-31 | $30,905 |
Administrative expenses (other) incurred | 2023-12-31 | $219,919 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $41,084,174 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $269,952,221 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $228,868,047 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $254,431,918 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $212,103,549 |
Interest on participant loans | 2023-12-31 | $184,749 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $7,433,615 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $9,339,052 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $32,270,872 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $203,490 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $7,830,976 |
Employer contributions (assets) at end of year | 2023-12-31 | $4,522,843 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $3,972,458 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $18,877,432 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2023-12-31 | 134008324 |
2022 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-27,176,858 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $13,119,303 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $12,908,240 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $16,669,148 |
Value of total assets at end of year | 2022-12-31 | $228,868,047 |
Value of total assets at beginning of year | 2022-12-31 | $269,164,208 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $211,063 |
Total interest from all sources | 2022-12-31 | $147,826 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $8,655,154 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $8,655,154 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $9,636,825 |
Participant contributions at end of year | 2022-12-31 | $3,159,047 |
Participant contributions at beginning of year | 2022-12-31 | $3,146,940 |
Participant contributions at end of year | 2022-12-31 | $293,941 |
Participant contributions at beginning of year | 2022-12-31 | $261,245 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $412,490 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $36,025 |
Other income not declared elsewhere | 2022-12-31 | $33,754 |
Administrative expenses (other) incurred | 2022-12-31 | $211,063 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-40,296,161 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $228,868,047 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $269,164,208 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $212,103,549 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $252,574,308 |
Interest on participant loans | 2022-12-31 | $147,826 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $9,339,052 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $9,411,327 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-52,838,997 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $156,257 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $6,619,833 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,972,458 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $3,770,388 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $12,872,215 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PRICEWATERHOUSECOOPERS,LLP |
Accountancy firm EIN | 2022-12-31 | 134008324 |
2021 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $45,686,941 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $17,089,648 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $16,822,658 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $15,022,602 |
Value of total assets at end of year | 2021-12-31 | $269,164,208 |
Value of total assets at beginning of year | 2021-12-31 | $240,566,915 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $266,990 |
Total interest from all sources | 2021-12-31 | $156,679 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $12,955,369 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $12,955,369 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $8,650,027 |
Participant contributions at end of year | 2021-12-31 | $3,146,940 |
Participant contributions at beginning of year | 2021-12-31 | $3,211,520 |
Participant contributions at end of year | 2021-12-31 | $261,245 |
Participant contributions at beginning of year | 2021-12-31 | $198,212 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $159,393 |
Other income not declared elsewhere | 2021-12-31 | $25,131 |
Administrative expenses (other) incurred | 2021-12-31 | $266,990 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $28,597,293 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $269,164,208 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $240,566,915 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $252,574,308 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $222,337,777 |
Interest on participant loans | 2021-12-31 | $156,679 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $9,411,327 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $11,579,609 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $17,360,176 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $166,984 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $6,213,182 |
Employer contributions (assets) at end of year | 2021-12-31 | $3,770,388 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3,239,797 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $16,822,658 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2021-12-31 | 134008324 |
2020 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $51,200,066 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $16,572,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $16,345,781 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $14,051,454 |
Value of total assets at end of year | 2020-12-31 | $240,566,915 |
Value of total assets at beginning of year | 2020-12-31 | $205,938,855 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $226,225 |
Total interest from all sources | 2020-12-31 | $186,353 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $7,882,162 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $7,882,162 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $8,260,260 |
Participant contributions at end of year | 2020-12-31 | $3,211,520 |
Participant contributions at beginning of year | 2020-12-31 | $3,438,436 |
Participant contributions at end of year | 2020-12-31 | $198,212 |
Participant contributions at beginning of year | 2020-12-31 | $272,405 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $80,455 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $18,284 |
Administrative expenses (other) incurred | 2020-12-31 | $226,225 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $34,628,060 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $240,566,915 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $205,938,855 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $222,337,777 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $187,717,703 |
Interest on participant loans | 2020-12-31 | $186,353 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $11,579,609 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $11,293,995 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $28,812,047 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $249,766 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $5,710,739 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,239,797 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $3,216,316 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $16,345,781 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2020-12-31 | 134008324 |
2019 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $49,682,609 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $10,910,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,760,102 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $13,922,105 |
Value of total assets at end of year | 2019-12-31 | $205,938,855 |
Value of total assets at beginning of year | 2019-12-31 | $167,167,173 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $150,825 |
Total interest from all sources | 2019-12-31 | $171,816 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $6,302,462 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $6,302,462 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $7,964,698 |
Participant contributions at end of year | 2019-12-31 | $3,438,436 |
Participant contributions at beginning of year | 2019-12-31 | $3,398,960 |
Participant contributions at end of year | 2019-12-31 | $272,405 |
Participant contributions at beginning of year | 2019-12-31 | $272,045 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $435,841 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $614 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $5,676 |
Administrative expenses (other) incurred | 2019-12-31 | $150,825 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $38,771,682 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $205,938,855 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $167,167,173 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $187,717,703 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $149,402,573 |
Interest on participant loans | 2019-12-31 | $171,816 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $11,293,995 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $10,455,663 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $28,999,813 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $280,737 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $5,521,566 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,216,316 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $3,637,932 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $10,759,488 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2019-12-31 | 134008324 |
2018 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $11,168 |
Total income from all sources (including contributions) | 2018-12-31 | $7,729,928 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $13,818,103 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $13,724,830 |
Value of total corrective distributions | 2018-12-31 | $13,006 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $14,406,203 |
Value of total assets at end of year | 2018-12-31 | $167,167,173 |
Value of total assets at beginning of year | 2018-12-31 | $173,266,516 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $80,267 |
Total interest from all sources | 2018-12-31 | $158,166 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $6,831,507 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $6,831,507 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $7,591,967 |
Participant contributions at end of year | 2018-12-31 | $3,398,960 |
Participant contributions at beginning of year | 2018-12-31 | $3,374,554 |
Participant contributions at end of year | 2018-12-31 | $272,045 |
Participant contributions at beginning of year | 2018-12-31 | $242,976 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $946,182 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $2,374 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $11,168 |
Other income not declared elsewhere | 2018-12-31 | $10,405 |
Administrative expenses (other) incurred | 2018-12-31 | $80,267 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-6,088,175 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $167,167,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $173,255,348 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $149,402,573 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $153,732,859 |
Interest on participant loans | 2018-12-31 | $158,166 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $10,455,663 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $12,028,143 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-13,900,045 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $223,692 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $5,868,054 |
Employer contributions (assets) at end of year | 2018-12-31 | $3,637,932 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $3,887,984 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $13,722,456 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2018-12-31 | 134008324 |
2017 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $11,168 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $12,336 |
Total income from all sources (including contributions) | 2017-12-31 | $37,643,138 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $8,223,910 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $8,135,094 |
Value of total corrective distributions | 2017-12-31 | $20,024 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $13,308,145 |
Value of total assets at end of year | 2017-12-31 | $173,266,516 |
Value of total assets at beginning of year | 2017-12-31 | $143,848,456 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $68,792 |
Total interest from all sources | 2017-12-31 | $150,621 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $4,920,204 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $4,920,204 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $7,033,339 |
Participant contributions at end of year | 2017-12-31 | $3,374,554 |
Participant contributions at beginning of year | 2017-12-31 | $3,348,702 |
Participant contributions at end of year | 2017-12-31 | $242,976 |
Participant contributions at beginning of year | 2017-12-31 | $218,102 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $320,259 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $11,168 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $12,336 |
Other income not declared elsewhere | 2017-12-31 | $6,740 |
Administrative expenses (other) incurred | 2017-12-31 | $68,792 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $29,419,228 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $173,255,348 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $143,836,120 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $153,732,859 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $125,842,774 |
Interest on participant loans | 2017-12-31 | $150,621 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $12,028,143 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $11,160,952 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $19,052,804 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $204,624 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $5,954,547 |
Employer contributions (assets) at end of year | 2017-12-31 | $3,887,984 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $3,277,926 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,135,094 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2017-12-31 | 134008324 |
2016 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $12,336 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $32,682 |
Total income from all sources (including contributions) | 2016-12-31 | $20,407,551 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $8,122,778 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,032,488 |
Value of total corrective distributions | 2016-12-31 | $34,936 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $11,177,191 |
Value of total assets at end of year | 2016-12-31 | $143,848,456 |
Value of total assets at beginning of year | 2016-12-31 | $131,584,029 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $55,354 |
Total interest from all sources | 2016-12-31 | $132,337 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $3,696,855 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $3,696,855 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $6,115,262 |
Participant contributions at end of year | 2016-12-31 | $3,348,702 |
Participant contributions at beginning of year | 2016-12-31 | $3,170,230 |
Participant contributions at end of year | 2016-12-31 | $218,102 |
Participant contributions at beginning of year | 2016-12-31 | $192,100 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $158,663 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $591 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $12,336 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $32,682 |
Other income not declared elsewhere | 2016-12-31 | $10,940 |
Administrative expenses (other) incurred | 2016-12-31 | $55,354 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $12,284,773 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $143,836,120 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $131,551,347 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $125,842,774 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $115,275,553 |
Interest on participant loans | 2016-12-31 | $132,337 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $11,160,952 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $9,747,608 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,188,913 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $201,315 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $4,903,266 |
Employer contributions (assets) at end of year | 2016-12-31 | $3,277,926 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,198,538 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,031,897 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2016-12-31 | 134008324 |
2015 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $32,682 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $41,538 |
Total income from all sources (including contributions) | 2015-12-31 | $11,877,363 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $7,749,049 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,654,898 |
Value of total corrective distributions | 2015-12-31 | $46,553 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $11,200,144 |
Value of total assets at end of year | 2015-12-31 | $131,584,029 |
Value of total assets at beginning of year | 2015-12-31 | $127,464,571 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $47,598 |
Total interest from all sources | 2015-12-31 | $135,366 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $4,672,238 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $4,672,238 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $5,917,809 |
Participant contributions at end of year | 2015-12-31 | $3,170,230 |
Participant contributions at beginning of year | 2015-12-31 | $3,179,091 |
Participant contributions at end of year | 2015-12-31 | $192,100 |
Participant contributions at beginning of year | 2015-12-31 | $172,196 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $353,987 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $19,564 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $32,682 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $41,538 |
Other income not declared elsewhere | 2015-12-31 | $2,960 |
Administrative expenses (other) incurred | 2015-12-31 | $47,598 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $4,128,314 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $131,551,347 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $127,423,033 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $115,275,553 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $110,902,644 |
Interest on participant loans | 2015-12-31 | $135,366 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $9,747,608 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $10,120,889 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-4,318,921 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $185,576 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $4,928,348 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,198,538 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $3,089,751 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $7,635,334 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2015-12-31 | 134008324 |
2014 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $41,538 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $38,261 |
Total income from all sources (including contributions) | 2014-12-31 | $20,172,260 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $7,992,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,909,103 |
Value of total corrective distributions | 2014-12-31 | $46,338 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $10,632,940 |
Value of total assets at end of year | 2014-12-31 | $127,464,571 |
Value of total assets at beginning of year | 2014-12-31 | $115,281,525 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $37,050 |
Total interest from all sources | 2014-12-31 | $140,905 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $4,126,399 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $4,126,399 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $5,545,322 |
Participant contributions at end of year | 2014-12-31 | $3,179,091 |
Participant contributions at beginning of year | 2014-12-31 | $3,117,861 |
Participant contributions at end of year | 2014-12-31 | $172,196 |
Participant contributions at beginning of year | 2014-12-31 | $328,202 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $333,861 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $2,001 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $41,538 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $38,261 |
Other income not declared elsewhere | 2014-12-31 | $39,787 |
Administrative expenses (other) incurred | 2014-12-31 | $37,050 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $12,179,769 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $127,423,033 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $115,243,264 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $110,902,644 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $98,524,327 |
Interest on participant loans | 2014-12-31 | $140,905 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $10,120,889 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $10,378,471 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $5,049,166 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $183,063 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $4,753,757 |
Employer contributions (assets) at end of year | 2014-12-31 | $3,089,751 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,932,664 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $7,907,102 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2014-12-31 | 134008324 |
2013 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $2,680,846 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $38,261 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $61,092 |
Total income from all sources (including contributions) | 2013-12-31 | $29,520,161 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $8,459,954 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $8,419,610 |
Value of total corrective distributions | 2013-12-31 | $7,071 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $11,218,134 |
Value of total assets at end of year | 2013-12-31 | $115,281,525 |
Value of total assets at beginning of year | 2013-12-31 | $91,563,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $33,273 |
Total interest from all sources | 2013-12-31 | $129,738 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,688,933 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,688,933 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $5,101,950 |
Participant contributions at end of year | 2013-12-31 | $3,117,861 |
Participant contributions at beginning of year | 2013-12-31 | $2,733,649 |
Participant contributions at end of year | 2013-12-31 | $328,202 |
Participant contributions at beginning of year | 2013-12-31 | $121,697 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,467,209 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $68,738 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $38,261 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $61,092 |
Other income not declared elsewhere | 2013-12-31 | $71,496 |
Administrative expenses (other) incurred | 2013-12-31 | $33,273 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $21,060,207 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $115,243,264 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $91,502,211 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $98,524,327 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $76,556,430 |
Interest on participant loans | 2013-12-31 | $129,738 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $10,378,471 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $9,700,864 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $15,243,422 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $168,438 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $4,648,975 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,932,664 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,450,663 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $8,350,872 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2013-12-31 | 134008324 |
2012 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $61,092 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $36,610 |
Total income from all sources (including contributions) | 2012-12-31 | $18,582,274 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,849,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,818,850 |
Value of total corrective distributions | 2012-12-31 | $-115 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $9,545,206 |
Value of total assets at end of year | 2012-12-31 | $91,563,303 |
Value of total assets at beginning of year | 2012-12-31 | $77,805,653 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $30,371 |
Total interest from all sources | 2012-12-31 | $118,252 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,735,347 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,735,347 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $4,295,656 |
Participant contributions at end of year | 2012-12-31 | $2,733,649 |
Participant contributions at beginning of year | 2012-12-31 | $2,629,817 |
Participant contributions at end of year | 2012-12-31 | $121,697 |
Participant contributions at beginning of year | 2012-12-31 | $127,222 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,464,662 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $61,092 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $36,610 |
Other income not declared elsewhere | 2012-12-31 | $8,326 |
Administrative expenses (other) incurred | 2012-12-31 | $30,371 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $13,733,168 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $91,502,211 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $77,769,043 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $76,556,430 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $64,158,775 |
Interest on participant loans | 2012-12-31 | $118,252 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $9,700,864 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $8,552,189 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $6,963,648 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $211,495 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $3,784,888 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,450,663 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,337,650 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,818,850 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2012-12-31 | 134008324 |
2011 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $13,223,888 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $36,610 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $79,121 |
Total income from all sources (including contributions) | 2011-12-31 | $7,335,033 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $4,936,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,900,692 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $5,782 |
Value of total corrective distributions | 2011-12-31 | $1,906 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $7,675,776 |
Value of total assets at end of year | 2011-12-31 | $77,805,653 |
Value of total assets at beginning of year | 2011-12-31 | $62,225,390 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $27,767 |
Total interest from all sources | 2011-12-31 | $114,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,552,241 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,552,241 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $4,006,145 |
Participant contributions at end of year | 2011-12-31 | $2,629,817 |
Participant contributions at beginning of year | 2011-12-31 | $2,290,470 |
Participant contributions at end of year | 2011-12-31 | $127,222 |
Participant contributions at beginning of year | 2011-12-31 | $104,703 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $148,073 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $3,680 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $36,610 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $79,121 |
Other income not declared elsewhere | 2011-12-31 | $349 |
Administrative expenses (other) incurred | 2011-12-31 | $27,767 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,398,886 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $77,769,043 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $62,146,269 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $64,158,775 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $53,329,635 |
Interest on participant loans | 2011-12-31 | $114,570 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $8,552,189 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,142,384 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,181,935 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $174,032 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,521,558 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,337,650 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,358,198 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,897,012 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $79,121 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $89,807 |
Total income from all sources (including contributions) | 2010-12-31 | $12,936,883 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $4,686,901 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,542,820 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $35,096 |
Value of total corrective distributions | 2010-12-31 | $99,716 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $7,266,926 |
Value of total assets at end of year | 2010-12-31 | $62,225,390 |
Value of total assets at beginning of year | 2010-12-31 | $53,986,094 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,269 |
Total interest from all sources | 2010-12-31 | $121,815 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,037,323 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,037,323 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,855,166 |
Participant contributions at end of year | 2010-12-31 | $2,290,470 |
Participant contributions at beginning of year | 2010-12-31 | $2,285,456 |
Participant contributions at end of year | 2010-12-31 | $104,703 |
Participant contributions at beginning of year | 2010-12-31 | $236,848 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $33,825 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $79,121 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $89,807 |
Other income not declared elsewhere | 2010-12-31 | $23,389 |
Administrative expenses (other) incurred | 2010-12-31 | $9,269 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $8,249,982 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $62,146,269 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $53,896,287 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $53,329,635 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $45,147,280 |
Interest on participant loans | 2010-12-31 | $121,815 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,142,384 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $3,877,490 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,371,937 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $115,493 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,377,935 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,358,198 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,439,020 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,542,820 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2023: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | Yes |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | Yes |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |