401k Plan data: MAKITA SHARED SAVINGS PLAN plan

MAKITA SHARED SAVINGS PLAN 401k Plan overview

Plan Name	MAKITA SHARED SAVINGS PLAN
Plan identification number	002

MAKITA SHARED SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

MAKITA USA, INC. has sponsored the creation of one or more 401k plans.

Company Name: MAKITA USA, INC.

Employer identification number (EIN): 132672211

NAIC Classification: 335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAKITA SHARED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MIKE HENDERSON
002 2016-01-01 YVONNE FLORES YVONNE FLORES 2017-09-28
002 2015-01-01 YVONNE FLORES
002 2014-01-01 SALLY CUMMINS
002 2013-01-01 SALLY CUMMINS SALLY CUMMINS 2014-10-06
002 2012-01-01 SALLY CUMMINS KOJI TSUZUKI 2013-09-30
002 2011-01-01 SALLY CUMMINS KOJI TSUZUKI 2012-08-24
002 2010-01-01 TERRY GALLOWAY KOJI TSUZUKI 2011-09-02
002 2009-01-01 TERRY GALLOWAY KOJI TSUZUKI 2010-09-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	MIKE HENDERSON
002	2016-01-01	YVONNE FLORES	YVONNE FLORES	2017-09-28
002	2015-01-01	YVONNE FLORES
002	2014-01-01	SALLY CUMMINS
002	2013-01-01	SALLY CUMMINS	SALLY CUMMINS	2014-10-06
002	2012-01-01	SALLY CUMMINS	KOJI TSUZUKI	2013-09-30
002	2011-01-01	SALLY CUMMINS	KOJI TSUZUKI	2012-08-24
002	2010-01-01	TERRY GALLOWAY	KOJI TSUZUKI	2011-09-02
002	2009-01-01	TERRY GALLOWAY	KOJI TSUZUKI	2010-09-08

Plan Statistics for MAKITA SHARED SAVINGS PLAN

401k plan membership statisitcs for MAKITA SHARED SAVINGS PLAN

Measure Date Value
2022: MAKITA SHARED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,119
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 952
Number of retired or separated participants receiving benefits 2022-01-01 46
Number of other retired or separated participants entitled to future benefits 2022-01-01 228
Total of all active and inactive participants 2022-01-01 1,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,227
Number of participants with account balances 2022-01-01 1,131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 135
2021: MAKITA SHARED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,065
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 865
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 251
Total of all active and inactive participants 2021-01-01 1,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,120
Number of participants with account balances 2021-01-01 1,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 129
2020: MAKITA SHARED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,046
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 852
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 207
Total of all active and inactive participants 2020-01-01 1,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 1,065
Number of participants with account balances 2020-01-01 967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 85
2019: MAKITA SHARED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,007
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 841
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 202
Total of all active and inactive participants 2019-01-01 1,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,048
Number of participants with account balances 2019-01-01 924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 94
2018: MAKITA SHARED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 998
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 828
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 174
Total of all active and inactive participants 2018-01-01 1,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,007
Number of participants with account balances 2018-01-01 855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 77
2017: MAKITA SHARED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 904
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 802
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 193
Total of all active and inactive participants 2017-01-01 998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 998
Number of participants with account balances 2017-01-01 811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 33
2016: MAKITA SHARED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 867
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 725
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 176
Total of all active and inactive participants 2016-01-01 903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 904
Number of participants with account balances 2016-01-01 681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 18
2015: MAKITA SHARED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 838
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 677
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 168
Total of all active and inactive participants 2015-01-01 847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 847
Number of participants with account balances 2015-01-01 664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 24
2014: MAKITA SHARED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 837
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 677
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 170
Total of all active and inactive participants 2014-01-01 848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 848
Number of participants with account balances 2014-01-01 670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 26
2013: MAKITA SHARED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 803
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 657
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 157
Total of all active and inactive participants 2013-01-01 815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 815
Number of participants with account balances 2013-01-01 687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: MAKITA SHARED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 610
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 471
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 118
Total of all active and inactive participants 2012-01-01 590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 590
Number of participants with account balances 2012-01-01 516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 29
2011: MAKITA SHARED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 628
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 450
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 159
Total of all active and inactive participants 2011-01-01 609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 609
Number of participants with account balances 2011-01-01 561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 45
2010: MAKITA SHARED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 650
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 455
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 148
Total of all active and inactive participants 2010-01-01 603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 603
Number of participants with account balances 2010-01-01 542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 52
2009: MAKITA SHARED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 898
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 512
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 123
Total of all active and inactive participants 2009-01-01 636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 636
Number of participants with account balances 2009-01-01 636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 84

Measure	Date	Value
2022: MAKITA SHARED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,119
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	952
Number of retired or separated participants receiving benefits	2022-01-01	46
Number of other retired or separated participants entitled to future benefits	2022-01-01	228
Total of all active and inactive participants	2022-01-01	1,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,227
Number of participants with account balances	2022-01-01	1,131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	135
2021: MAKITA SHARED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,065
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	865
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	251
Total of all active and inactive participants	2021-01-01	1,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,120
Number of participants with account balances	2021-01-01	1,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	129
2020: MAKITA SHARED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,046
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	852
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	207
Total of all active and inactive participants	2020-01-01	1,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	1,065
Number of participants with account balances	2020-01-01	967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	85
2019: MAKITA SHARED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,007
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	841
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	202
Total of all active and inactive participants	2019-01-01	1,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,048
Number of participants with account balances	2019-01-01	924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	94
2018: MAKITA SHARED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	998
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	828
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	174
Total of all active and inactive participants	2018-01-01	1,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,007
Number of participants with account balances	2018-01-01	855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	77
2017: MAKITA SHARED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	904
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	802
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	193
Total of all active and inactive participants	2017-01-01	998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	998
Number of participants with account balances	2017-01-01	811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	33
2016: MAKITA SHARED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	867
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	725
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	176
Total of all active and inactive participants	2016-01-01	903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	904
Number of participants with account balances	2016-01-01	681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	18
2015: MAKITA SHARED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	838
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	677
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	168
Total of all active and inactive participants	2015-01-01	847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	847
Number of participants with account balances	2015-01-01	664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	24
2014: MAKITA SHARED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	837
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	677
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	170
Total of all active and inactive participants	2014-01-01	848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	848
Number of participants with account balances	2014-01-01	670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	26
2013: MAKITA SHARED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	803
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	657
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	157
Total of all active and inactive participants	2013-01-01	815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	815
Number of participants with account balances	2013-01-01	687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: MAKITA SHARED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	610
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	471
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	118
Total of all active and inactive participants	2012-01-01	590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	590
Number of participants with account balances	2012-01-01	516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	29
2011: MAKITA SHARED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	628
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	450
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	159
Total of all active and inactive participants	2011-01-01	609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	609
Number of participants with account balances	2011-01-01	561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	45
2010: MAKITA SHARED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	650
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	455
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	148
Total of all active and inactive participants	2010-01-01	603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	603
Number of participants with account balances	2010-01-01	542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	52
2009: MAKITA SHARED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	898
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	512
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	123
Total of all active and inactive participants	2009-01-01	636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	636
Number of participants with account balances	2009-01-01	636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	84

Financial Data on MAKITA SHARED SAVINGS PLAN

Measure	Date	Value
2022 : MAKITA SHARED SAVINGS 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	$-9,095,937
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,940,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,937,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,611,248
Value of total assets at end of year	2022-12-31	$82,245,638
Value of total assets at beginning of year	2022-12-31	$96,281,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,323
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$4,110,992
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	$4,110,992
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$4,286,689
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$441,979
Administrative expenses (other) incurred	2022-12-31	$2,323
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	$-14,036,002
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$82,245,638
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$96,281,640
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	$68,972,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$86,355,585
Value of interest in common/collective trusts at end of year	2022-12-31	$13,272,846
Value of interest in common/collective trusts at beginning of year	2022-12-31	$9,926,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-20,027,463
Net investment gain or loss from common/collective trusts	2022-12-31	$209,286
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	$1,882,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,937,742
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	MARCUM LLP
Accountancy firm EIN	2022-12-31	111986323
2021 : MAKITA SHARED SAVINGS 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	$20,292,586
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,963,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,913,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,307,594
Value of total assets at end of year	2021-12-31	$96,281,640
Value of total assets at beginning of year	2021-12-31	$83,952,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$49,444
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$6,813,852
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	$6,813,852
Administrative expenses professional fees incurred	2021-12-31	$13,000
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,873,593
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$648,387
Administrative expenses (other) incurred	2021-12-31	$8,944
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	$12,329,236
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$96,281,640
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$83,952,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$86,355,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$74,145,437
Value of interest in common/collective trusts at end of year	2021-12-31	$9,926,055
Value of interest in common/collective trusts at beginning of year	2021-12-31	$9,806,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,994,974
Net investment gain or loss from common/collective trusts	2021-12-31	$176,166
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	$1,785,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,913,906
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	LTSP, INC.
Accountancy firm EIN	2021-12-31	953864890
2020 : MAKITA SHARED SAVINGS 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	$16,350
Total income from all sources (including contributions)	2020-12-31	$15,872,374
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,716,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,666,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,443,816
Value of total assets at end of year	2020-12-31	$83,952,404
Value of total assets at beginning of year	2020-12-31	$73,813,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$50,735
Total interest from all sources	2020-12-31	$22
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,771,535
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	$2,771,535
Administrative expenses professional fees incurred	2020-12-31	$13,000
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,565,067
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$1,657
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$2,679
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$238,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$16,350
Administrative expenses (other) incurred	2020-12-31	$10,235
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	$10,155,613
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$83,952,404
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$73,796,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$74,145,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$65,817,035
Interest on participant loans	2020-12-31	$22
Value of interest in common/collective trusts at end of year	2020-12-31	$9,806,967
Value of interest in common/collective trusts at beginning of year	2020-12-31	$7,990,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,481,294
Net investment gain or loss from common/collective trusts	2020-12-31	$175,707
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	Yes
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	$1,640,445
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$1,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,666,026
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	LTSP, INC.
Accountancy firm EIN	2020-12-31	953864890
2019 : MAKITA SHARED SAVINGS 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	$16,350
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	$18,418,412
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$5,189,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,138,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,789,407
Value of total assets at end of year	2019-12-31	$73,813,141
Value of total assets at beginning of year	2019-12-31	$60,567,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$50,938
Total interest from all sources	2019-12-31	$90
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,591,476
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	$2,591,476
Administrative expenses professional fees incurred	2019-12-31	$15,500
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,164,074
Participant contributions at end of year	2019-12-31	$1,657
Participant contributions at beginning of year	2019-12-31	$3,945
Participant contributions at end of year	2019-12-31	$2,679
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$130,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$16,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$6,695
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	$13,229,105
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$73,796,791
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$60,567,686
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
Investment advisory and management fees	2019-12-31	$28,743
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$65,817,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$51,567,614
Interest on participant loans	2019-12-31	$90
Value of interest in common/collective trusts at end of year	2019-12-31	$7,990,187
Value of interest in common/collective trusts at beginning of year	2019-12-31	$8,996,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$10,866,615
Net investment gain or loss from common/collective trusts	2019-12-31	$170,824
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	Yes
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	$1,494,378
Employer contributions (assets) at end of year	2019-12-31	$1,583
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,138,369
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	LTSP, INC.
Accountancy firm EIN	2019-12-31	953864890
2018 : MAKITA SHARED SAVINGS 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	$0
Total income from all sources (including contributions)	2018-12-31	$1,133,049
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,672,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,634,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,529,009
Value of total assets at end of year	2018-12-31	$60,567,686
Value of total assets at beginning of year	2018-12-31	$64,106,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$37,182
Total interest from all sources	2018-12-31	$176
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$3,816,137
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	$3,816,137
Administrative expenses professional fees incurred	2018-12-31	$17,925
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,884,789
Participant contributions at end of year	2018-12-31	$3,945
Participant contributions at beginning of year	2018-12-31	$7,345
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$293,486
Administrative expenses (other) incurred	2018-12-31	$4,257
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	$-3,539,125
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$60,567,686
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$64,106,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$51,567,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$55,732,028
Interest on participant loans	2018-12-31	$176
Value of interest in common/collective trusts at end of year	2018-12-31	$8,996,127
Value of interest in common/collective trusts at beginning of year	2018-12-31	$8,367,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-7,379,709
Net investment gain or loss from common/collective trusts	2018-12-31	$167,436
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	$1,350,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,634,992
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	LTSP, INC.
Accountancy firm EIN	2018-12-31	953864890
2017 : MAKITA SHARED SAVINGS 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$11,979,197
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,370,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,329,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,754,295
Value of total assets at end of year	2017-12-31	$64,106,811
Value of total assets at beginning of year	2017-12-31	$54,498,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$41,115
Total interest from all sources	2017-12-31	$509
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,033,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,033,000
Administrative expenses professional fees incurred	2017-12-31	$15,000
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,422,854
Participant contributions at end of year	2017-12-31	$7,345
Participant contributions at beginning of year	2017-12-31	$26,452
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$8,016
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$308,823
Administrative expenses (other) incurred	2017-12-31	$1,115
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	$9,608,408
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$64,106,811
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$54,498,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$55,732,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$46,006,464
Interest on participant loans	2017-12-31	$509
Value of interest in common/collective trusts at end of year	2017-12-31	$8,367,438
Value of interest in common/collective trusts at beginning of year	2017-12-31	$8,452,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,047,906
Net investment gain or loss from common/collective trusts	2017-12-31	$143,487
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	$1,022,618
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$4,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,329,674
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	LTSP, INC.
Accountancy firm EIN	2017-12-31	953864890
2016 : MAKITA SHARED SAVINGS 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$12,082
Total income from all sources (including contributions)	2016-12-31	$7,078,420
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,705,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,668,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,181,346
Value of total assets at end of year	2016-12-31	$54,498,403
Value of total assets at beginning of year	2016-12-31	$51,137,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$36,918
Total interest from all sources	2016-12-31	$1,385
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,147,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,147,076
Administrative expenses professional fees incurred	2016-12-31	$15,390
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,121,934
Participant contributions at end of year	2016-12-31	$26,452
Participant contributions at beginning of year	2016-12-31	$61,082
Participant contributions at end of year	2016-12-31	$8,016
Participant contributions at beginning of year	2016-12-31	$1,824
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$59,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$12,082
Administrative expenses (other) incurred	2016-12-31	$1,528
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	$3,372,661
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$54,498,403
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$51,125,742
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	$46,006,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$43,613,476
Interest on participant loans	2016-12-31	$1,385
Value of interest in common/collective trusts at end of year	2016-12-31	$8,452,924
Value of interest in common/collective trusts at beginning of year	2016-12-31	$7,460,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,614,582
Net investment gain or loss from common/collective trusts	2016-12-31	$134,031
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	Yes
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	$1,000,311
Employer contributions (assets) at end of year	2016-12-31	$4,547
Employer contributions (assets) at beginning of year	2016-12-31	$1,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,668,841
Contract administrator fees	2016-12-31	$20,000
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	LTSP, INC.
Accountancy firm EIN	2016-12-31	953864890
2015 : MAKITA SHARED SAVINGS 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	$12,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,520,621
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,970,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,919,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,195,270
Value of total assets at end of year	2015-12-31	$51,137,824
Value of total assets at beginning of year	2015-12-31	$52,576,044
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$51,367
Total interest from all sources	2015-12-31	$3,350
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,059,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,059,036
Administrative expenses professional fees incurred	2015-12-31	$14,500
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,033,449
Participant contributions at end of year	2015-12-31	$61,082
Participant contributions at beginning of year	2015-12-31	$144,558
Participant contributions at end of year	2015-12-31	$1,824
Participant contributions at beginning of year	2015-12-31	$1,574
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$166,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$12,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$312
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	$-1,450,302
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$51,125,742
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$52,576,044
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
Investment advisory and management fees	2015-12-31	$36,555
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$43,613,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$45,445,421
Interest on participant loans	2015-12-31	$3,350
Value of interest in common/collective trusts at end of year	2015-12-31	$7,460,318
Value of interest in common/collective trusts at beginning of year	2015-12-31	$6,983,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,761,091
Net investment gain or loss from common/collective trusts	2015-12-31	$24,056
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	Yes
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	$995,500
Employer contributions (assets) at end of year	2015-12-31	$1,124
Employer contributions (assets) at beginning of year	2015-12-31	$989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,919,556
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	LTSP, INC.
Accountancy firm EIN	2015-12-31	953864890
2014 : MAKITA SHARED SAVINGS 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$6,593,586
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,835,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,766,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,899,799
Value of total assets at end of year	2014-12-31	$52,576,044
Value of total assets at beginning of year	2014-12-31	$48,818,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$69,217
Total interest from all sources	2014-12-31	$6,647
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,287,424
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	$2,287,424
Administrative expenses professional fees incurred	2014-12-31	$19,203
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,900,984
Participant contributions at end of year	2014-12-31	$144,558
Participant contributions at beginning of year	2014-12-31	$242,807
Participant contributions at end of year	2014-12-31	$1,574
Participant contributions at beginning of year	2014-12-31	$3,665
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$111,123
Administrative expenses (other) incurred	2014-12-31	$14
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	$3,757,920
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$52,576,044
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$48,818,124
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
Investment advisory and management fees	2014-12-31	$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$45,445,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$40,709,356
Interest on participant loans	2014-12-31	$6,647
Value of interest in common/collective trusts at end of year	2014-12-31	$6,983,502
Value of interest in common/collective trusts at beginning of year	2014-12-31	$7,859,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,276,689
Net investment gain or loss from common/collective trusts	2014-12-31	$123,027
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	$887,692
Employer contributions (assets) at end of year	2014-12-31	$989
Employer contributions (assets) at beginning of year	2014-12-31	$2,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,766,449
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	LESLEY THOMAS SCHWARZ & POSTMA, INC
Accountancy firm EIN	2014-12-31	953864890
2013 : MAKITA SHARED SAVINGS 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	$17,181,434
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$8,840,357
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,257,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,234,602
Value of total corrective distributions	2013-12-31	$14,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,488,785
Value of total assets at end of year	2013-12-31	$48,818,124
Value of total assets at beginning of year	2013-12-31	$25,054,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,645
Total interest from all sources	2013-12-31	$67,556
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,501,205
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	$1,501,205
Administrative expenses professional fees incurred	2013-12-31	$7,500
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,461,575
Participant contributions at end of year	2013-12-31	$242,807
Participant contributions at beginning of year	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$3,665
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$330,279
Administrative expenses (other) incurred	2013-12-31	$1,145
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	$6,582,622
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$48,818,124
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$25,054,068
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	$40,709,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$20,335,990
Interest on participant loans	2013-12-31	$2,482
Interest earned on other investments	2013-12-31	$65,074
Value of interest in common/collective trusts at end of year	2013-12-31	$7,859,930
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,718,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,637,918
Net investment gain or loss from common/collective trusts	2013-12-31	$144,893
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	$696,931
Employer contributions (assets) at end of year	2013-12-31	$2,366
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,234,602
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	2013-12-31	Yes
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	LESLEY THOMAS SCHWARZ & POSTMA, INC
Accountancy firm EIN	2013-12-31	953864890
2012 : MAKITA SHARED SAVINGS 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,515,528
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,464,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,463,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,822,601
Value of total assets at end of year	2012-12-31	$25,054,068
Value of total assets at beginning of year	2012-12-31	$23,002,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$172
Total interest from all sources	2012-12-31	$105,389
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$321,974
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	$321,974
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,202,948
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$54,192
Other income not declared elsewhere	2012-12-31	$-244
Administrative expenses (other) incurred	2012-12-31	$172
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	$2,051,514
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$25,054,068
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$23,002,554
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	$20,335,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$18,147,283
Interest earned on other investments	2012-12-31	$105,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,718,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,855,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,265,808
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	No
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	$565,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,463,842
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	LESLEY THOMAS SCHWARZ & POSTMA, INC
Accountancy firm EIN	2012-12-31	953864890
2011 : MAKITA SHARED SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,829,949
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,623,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,623,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,802,783
Value of total assets at end of year	2011-12-31	$23,002,554
Value of total assets at beginning of year	2011-12-31	$22,796,198
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$305
Total interest from all sources	2011-12-31	$82,696
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$283,666
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	$283,666
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,195,794
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$65,154
Administrative expenses (other) incurred	2011-12-31	$305
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	$206,356
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$23,002,554
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$22,796,198
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	$18,147,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$18,608,738
Interest earned on other investments	2011-12-31	$82,511
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,348,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,839,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,839,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,855,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-350,612
Net investment gain or loss from common/collective trusts	2011-12-31	$11,416
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	$541,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,623,288
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	LESLEY THOMAS SCHWARZ & POSTMA, INC
Accountancy firm EIN	2011-12-31	953864890
2010 : MAKITA SHARED SAVINGS 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,048,660
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,769,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,719,305
Value of total corrective distributions	2010-12-31	$49,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,781,835
Value of total assets at end of year	2010-12-31	$22,796,198
Value of total assets at beginning of year	2010-12-31	$21,516,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$200
Total interest from all sources	2010-12-31	$3,042
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$310,806
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	$310,806
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,201,832
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$83,921
Administrative expenses (other) incurred	2010-12-31	$200
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	$1,279,607
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$22,796,198
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$21,516,591
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	$18,608,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$16,537,070
Value of interest in common/collective trusts at end of year	2010-12-31	$2,348,230
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,375,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,839,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,604,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,604,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$3,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,892,800
Net investment gain or loss from common/collective trusts	2010-12-31	$60,177
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	No
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	$496,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,719,305
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	LESLEY THOMAS SCHWARZ & POSTMA, INC
Accountancy firm EIN	2010-12-31	953864890
2009 : MAKITA SHARED SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MAKITA SHARED SAVINGS PLAN

2022: MAKITA SHARED SAVINGS 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	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MAKITA SHARED SAVINGS 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	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MAKITA SHARED SAVINGS 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	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MAKITA SHARED SAVINGS 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	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MAKITA SHARED SAVINGS 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	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MAKITA SHARED SAVINGS 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	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MAKITA SHARED SAVINGS 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	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MAKITA SHARED SAVINGS 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	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MAKITA SHARED SAVINGS 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	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MAKITA SHARED SAVINGS 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	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MAKITA SHARED SAVINGS 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	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MAKITA SHARED SAVINGS 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	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MAKITA SHARED SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MAKITA SHARED SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

040674

Policy instance

Insurance contract or identification number	040674
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-10-02
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

40674

Policy instance

Insurance contract or identification number	40674
Number of Individuals Covered	590
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

40674

Policy instance

Insurance contract or identification number	40674
Number of Individuals Covered	609
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MAKITA USA, INC.
Employer identification number (EIN):	132672211
NAIC Classification:	335900