Logo

SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameSCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN
Plan identification number 002

SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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)).

401k Sponsoring company profile

SCHUNK OF NORTH AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SCHUNK OF NORTH AMERICA, INC.
Employer identification number (EIN):132968625
NAIC Classification:333900

Additional information about SCHUNK OF NORTH AMERICA, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0864576

More information about SCHUNK OF NORTH AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JILL NOBLITT
0022016-01-01JAMES SUDAR
0022015-01-01JAMES SUDAR
0022014-01-01JAMES SUDAR
0022013-01-01JAMES SUDAR
0022012-01-01DAVID DA RIN DAVID DA RIN2013-10-14
0022011-01-01DAVID DA RIN DAVID DA RIN2012-10-08
0022009-01-01DAVID DA RIN DAVID DA RIN2010-10-13
0022009-01-01DAVID DA RIN DAVID DA RIN2010-10-13

Plan Statistics for SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2023: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01256
Total number of active participants reported on line 7a of the Form 55002023-01-01216
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0167
Total of all active and inactive participants2023-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01285
Number of participants with account balances2023-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01226
Total number of active participants reported on line 7a of the Form 55002022-01-01174
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01233
Number of participants with account balances2022-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01235
Total number of active participants reported on line 7a of the Form 55002021-01-01177
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01222
Number of participants with account balances2021-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01229
Total number of active participants reported on line 7a of the Form 55002020-01-01187
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01233
Number of participants with account balances2020-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01212
Total number of active participants reported on line 7a of the Form 55002019-01-01177
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01227
Number of participants with account balances2019-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01197
Total number of active participants reported on line 7a of the Form 55002018-01-01168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01212
Number of participants with account balances2018-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01192
Total number of active participants reported on line 7a of the Form 55002017-01-01157
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01192
Number of participants with account balances2017-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01190
Total number of active participants reported on line 7a of the Form 55002016-01-01160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01190
Number of participants with account balances2016-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01205
Total number of active participants reported on line 7a of the Form 55002015-01-01159
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01190
Number of participants with account balances2015-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01225
Total number of active participants reported on line 7a of the Form 55002014-01-01161
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01202
Number of participants with account balances2014-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01214
Total number of active participants reported on line 7a of the Form 55002013-01-01163
Number of retired or separated participants receiving benefits2013-01-0122
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01213
Number of participants with account balances2013-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01234
Total number of active participants reported on line 7a of the Form 55002012-01-01173
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01214
Number of participants with account balances2012-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01218
Total number of active participants reported on line 7a of the Form 55002011-01-01179
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01234
Number of participants with account balances2011-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01208
Total number of active participants reported on line 7a of the Form 55002009-01-01154
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01203
Number of participants with account balances2009-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2023 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,673,929
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,422,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,360,605
Expenses. Certain deemed distributions of participant loans2023-12-31$5,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,163,154
Value of total assets at end of year2023-12-31$19,101,126
Value of total assets at beginning of year2023-12-31$15,849,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$56,159
Total interest from all sources2023-12-31$16,489
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$492,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$492,011
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,309,787
Participant contributions at end of year2023-12-31$258,202
Participant contributions at beginning of year2023-12-31$271,624
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$281,174
Other income not declared elsewhere2023-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,251,376
Value of net assets at end of year (total assets less liabilities)2023-12-31$19,101,126
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$15,849,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$25,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$16,134,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$12,973,685
Interest on participant loans2023-12-31$16,489
Value of interest in common/collective trusts at end of year2023-12-31$2,708,743
Value of interest in common/collective trusts at beginning of year2023-12-31$2,604,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,935,468
Net investment gain or loss from common/collective trusts2023-12-31$66,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$572,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,360,605
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31REILLY PENNER & BENTON
Accountancy firm EIN2023-12-31390747409
2022 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,286,633
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,795,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,736,106
Expenses. Certain deemed distributions of participant loans2022-12-31$8,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,562,828
Value of total assets at end of year2022-12-31$15,849,750
Value of total assets at beginning of year2022-12-31$18,932,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,485
Total interest from all sources2022-12-31$16,240
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$530,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$530,159
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,119,359
Participant contributions at end of year2022-12-31$271,624
Participant contributions at beginning of year2022-12-31$237,662
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,593
Other income not declared elsewhere2022-12-31$1
Administrative expenses (other) incurred2022-12-31$51,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,082,612
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,849,750
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,932,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,973,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,039,402
Interest on participant loans2022-12-31$16,240
Value of interest in common/collective trusts at end of year2022-12-31$2,604,441
Value of interest in common/collective trusts at beginning of year2022-12-31$2,655,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,439,844
Net investment gain or loss from common/collective trusts2022-12-31$43,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$440,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,736,106
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REILLY PENNER & BENTON
Accountancy firm EIN2022-12-31390747409
2021 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$4,062,343
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,274,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,213,429
Expenses. Certain deemed distributions of participant loans2021-12-31$8,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,011,504
Value of total assets at end of year2021-12-31$18,932,362
Value of total assets at beginning of year2021-12-31$17,144,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,878
Total interest from all sources2021-12-31$18,218
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,326,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,326,423
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,052,307
Participant contributions at end of year2021-12-31$237,662
Participant contributions at beginning of year2021-12-31$324,772
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$551,928
Other income not declared elsewhere2021-12-31$13,831
Administrative expenses (other) incurred2021-12-31$51,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,788,263
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,932,362
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,144,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,039,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,269,731
Interest on participant loans2021-12-31$18,218
Value of interest in common/collective trusts at end of year2021-12-31$2,655,298
Value of interest in common/collective trusts at beginning of year2021-12-31$2,549,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$654,811
Net investment gain or loss from common/collective trusts2021-12-31$37,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$407,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,213,429
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31REILLY PENNER & BENTON
Accountancy firm EIN2021-12-31390747409
2020 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,439,423
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,207,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,145,772
Expenses. Certain deemed distributions of participant loans2020-12-31$8,456
Value of total corrective distributions2020-12-31$5,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,426,790
Value of total assets at end of year2020-12-31$17,144,099
Value of total assets at beginning of year2020-12-31$15,911,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,104
Total interest from all sources2020-12-31$21,082
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$524,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$524,355
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,031,571
Participant contributions at end of year2020-12-31$324,772
Participant contributions at beginning of year2020-12-31$349,706
Other income not declared elsewhere2020-12-31$5,479
Administrative expenses (other) incurred2020-12-31$47,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,232,225
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,144,099
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,911,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,269,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,400,998
Interest on participant loans2020-12-31$21,082
Value of interest in common/collective trusts at end of year2020-12-31$2,549,596
Value of interest in common/collective trusts at beginning of year2020-12-31$2,161,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,421,789
Net investment gain or loss from common/collective trusts2020-12-31$39,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$395,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,145,772
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2020-12-31390747409
2019 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$57,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$57,190
Total income from all sources (including contributions)2019-12-31$3,951,712
Total income from all sources (including contributions)2019-12-31$3,951,712
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$956,975
Total of all expenses incurred2019-12-31$956,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$872,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$872,771
Expenses. Certain deemed distributions of participant loans2019-12-31$48,562
Expenses. Certain deemed distributions of participant loans2019-12-31$48,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,395,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,395,098
Value of total assets at end of year2019-12-31$15,911,874
Value of total assets at end of year2019-12-31$15,911,874
Value of total assets at beginning of year2019-12-31$12,974,327
Value of total assets at beginning of year2019-12-31$12,974,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,642
Total interest from all sources2019-12-31$12,693
Total interest from all sources2019-12-31$12,693
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$517,524
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$517,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$517,524
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$517,524
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$980,829
Contributions received from participants2019-12-31$980,829
Participant contributions at end of year2019-12-31$349,706
Participant contributions at end of year2019-12-31$349,706
Participant contributions at beginning of year2019-12-31$276,740
Participant contributions at beginning of year2019-12-31$276,740
Participant contributions at beginning of year2019-12-31$16,982
Participant contributions at beginning of year2019-12-31$16,982
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,260
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,260
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$15,233
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$15,233
Other income not declared elsewhere2019-12-31$81
Other income not declared elsewhere2019-12-31$81
Administrative expenses (other) incurred2019-12-31$35,642
Administrative expenses (other) incurred2019-12-31$35,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,994,737
Value of net income/loss2019-12-31$2,994,737
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,911,874
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,911,874
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,917,137
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,917,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,400,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,400,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,582,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,582,106
Interest on participant loans2019-12-31$12,693
Interest on participant loans2019-12-31$12,693
Value of interest in common/collective trusts at end of year2019-12-31$2,161,170
Value of interest in common/collective trusts at end of year2019-12-31$2,161,170
Value of interest in common/collective trusts at beginning of year2019-12-31$2,033,578
Value of interest in common/collective trusts at beginning of year2019-12-31$2,033,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$57,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$57,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$57,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$57,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,994,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,994,476
Net investment gain or loss from common/collective trusts2019-12-31$31,840
Net investment gain or loss from common/collective trusts2019-12-31$31,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$390,009
Contributions received in cash from employer2019-12-31$390,009
Employer contributions (assets) at beginning of year2019-12-31$7,731
Employer contributions (assets) at beginning of year2019-12-31$7,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$857,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$857,538
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$57,190
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$57,190
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REILLY, PENNER & BENTON
Accountancy firm name2019-12-31REILLY, PENNER & BENTON
Accountancy firm EIN2019-12-31390747409
Accountancy firm EIN2019-12-31390747409
2018 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$57,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$45,355
Total income from all sources (including contributions)2018-12-31$1,014,107
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$479,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$403,043
Expenses. Certain deemed distributions of participant loans2018-12-31$19,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,829,779
Value of total assets at end of year2018-12-31$12,974,327
Value of total assets at beginning of year2018-12-31$12,427,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,589
Total interest from all sources2018-12-31$12,160
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$539,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$539,981
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$907,490
Participant contributions at end of year2018-12-31$276,740
Participant contributions at beginning of year2018-12-31$257,928
Participant contributions at end of year2018-12-31$16,982
Participant contributions at beginning of year2018-12-31$29,255
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$568,267
Administrative expenses (other) incurred2018-12-31$4,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$534,801
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,917,137
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,382,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$51,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,582,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,638,708
Interest on participant loans2018-12-31$12,160
Value of interest in common/collective trusts at end of year2018-12-31$2,033,578
Value of interest in common/collective trusts at beginning of year2018-12-31$1,489,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$57,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,393,588
Net investment gain or loss from common/collective trusts2018-12-31$25,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$354,022
Employer contributions (assets) at end of year2018-12-31$7,731
Employer contributions (assets) at beginning of year2018-12-31$12,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$403,043
Liabilities. Value of benefit claims payable at end of year2018-12-31$57,190
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$45,355
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2018-12-31390747409
2017 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$45,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$44,308
Total income from all sources (including contributions)2017-12-31$3,160,835
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$404,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$359,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,563,572
Value of total assets at end of year2017-12-31$12,427,691
Value of total assets at beginning of year2017-12-31$9,670,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,815
Total interest from all sources2017-12-31$12,174
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$476,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$476,236
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$793,989
Participant contributions at end of year2017-12-31$257,928
Participant contributions at beginning of year2017-12-31$240,168
Participant contributions at end of year2017-12-31$29,255
Participant contributions at beginning of year2017-12-31$15,967
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$446,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,756,076
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,382,336
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,626,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$31,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,638,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,142,101
Interest on participant loans2017-12-31$12,174
Value of interest in common/collective trusts at end of year2017-12-31$1,489,468
Value of interest in common/collective trusts at beginning of year2017-12-31$1,244,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$19,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$19,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,091,965
Net investment gain or loss from common/collective trusts2017-12-31$16,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$323,347
Employer contributions (assets) at end of year2017-12-31$12,322
Employer contributions (assets) at beginning of year2017-12-31$7,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$359,944
Contract administrator fees2017-12-31$13,483
Liabilities. Value of benefit claims payable at end of year2017-12-31$45,355
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$44,308
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2017-12-31390747409
2016 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$44,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$25
Total income from all sources (including contributions)2016-12-31$1,764,664
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,200,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,164,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,040,876
Value of total assets at end of year2016-12-31$9,670,568
Value of total assets at beginning of year2016-12-31$9,062,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,672
Total interest from all sources2016-12-31$10,059
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$408,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$408,903
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$699,969
Participant contributions at end of year2016-12-31$240,168
Participant contributions at beginning of year2016-12-31$251,213
Participant contributions at end of year2016-12-31$15,967
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$37,235
Administrative expenses (other) incurred2016-12-31$9,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$563,900
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,626,260
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,062,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$26,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,142,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,598,497
Interest on participant loans2016-12-31$10,059
Value of interest in common/collective trusts at end of year2016-12-31$1,244,982
Value of interest in common/collective trusts at beginning of year2016-12-31$1,180,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$19,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$31,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$31,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$285,488
Net investment gain or loss from common/collective trusts2016-12-31$19,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$303,672
Employer contributions (assets) at end of year2016-12-31$7,395
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,164,092
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at end of year2016-12-31$44,308
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$25
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2016-12-31390747409
2015 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$25
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$843,234
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$495,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$458,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,055,413
Value of total assets at end of year2015-12-31$9,062,385
Value of total assets at beginning of year2015-12-31$8,714,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,009
Total interest from all sources2015-12-31$8,081
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$143,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$143,105
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$702,935
Participant contributions at end of year2015-12-31$251,213
Participant contributions at beginning of year2015-12-31$141,734
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$38,261
Administrative expenses (other) incurred2015-12-31$10,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$347,535
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,062,360
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,714,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$26,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,598,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,185,543
Interest on participant loans2015-12-31$8,081
Value of interest in common/collective trusts at end of year2015-12-31$1,180,936
Value of interest in common/collective trusts at beginning of year2015-12-31$1,383,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$31,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-374,243
Net investment gain or loss from common/collective trusts2015-12-31$10,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$314,217
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$458,690
Liabilities. Value of benefit claims payable at end of year2015-12-31$25
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REILLY, PENNER & BENTON, LLP
Accountancy firm EIN2015-12-31390747409
2014 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,349,706
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$598,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$545,393
Value of total corrective distributions2014-12-31$23,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,058,458
Value of total assets at end of year2014-12-31$8,714,825
Value of total assets at beginning of year2014-12-31$7,963,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,334
Total interest from all sources2014-12-31$7,456
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$116,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$116,436
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$668,829
Participant contributions at end of year2014-12-31$141,734
Participant contributions at beginning of year2014-12-31$188,515
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$79,890
Other income not declared elsewhere2014-12-31$25
Administrative expenses (other) incurred2014-12-31$5,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$751,599
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,714,825
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,963,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$24,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,185,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,343,551
Interest on participant loans2014-12-31$7,456
Value of interest in common/collective trusts at end of year2014-12-31$1,383,670
Value of interest in common/collective trusts at beginning of year2014-12-31$1,426,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$150,555
Net investment gain or loss from common/collective trusts2014-12-31$16,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$309,739
Employer contributions (assets) at end of year2014-12-31$181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$545,393
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2014-12-31390747409
2013 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$1,829,275
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$604,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$565,304
Value of total corrective distributions2013-12-31$12,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$877,067
Value of total assets at end of year2013-12-31$7,963,226
Value of total assets at beginning of year2013-12-31$6,738,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,668
Total interest from all sources2013-12-31$7,456
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$270,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$270,957
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$642,200
Participant contributions at end of year2013-12-31$188,515
Participant contributions at beginning of year2013-12-31$164,114
Participant contributions at beginning of year2013-12-31$3,112
Administrative expenses (other) incurred2013-12-31$26,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,224,403
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,963,226
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,738,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,343,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,059,722
Interest on participant loans2013-12-31$7,456
Value of interest in common/collective trusts at end of year2013-12-31$1,426,947
Value of interest in common/collective trusts at beginning of year2013-12-31$1,506,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$650,515
Net investment gain or loss from common/collective trusts2013-12-31$23,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$234,867
Employer contributions (assets) at beginning of year2013-12-31$1,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$565,304
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2013-12-31390747409
2012 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,451,945
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$392,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$367,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$828,360
Value of total assets at end of year2012-12-31$6,738,823
Value of total assets at beginning of year2012-12-31$5,679,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,373
Total interest from all sources2012-12-31$6,428
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$167,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$167,663
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$610,619
Participant contributions at end of year2012-12-31$164,114
Participant contributions at beginning of year2012-12-31$135,941
Participant contributions at end of year2012-12-31$3,112
Administrative expenses (other) incurred2012-12-31$25,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,059,406
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,738,823
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,679,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,059,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,082,394
Interest on participant loans2012-12-31$6,428
Value of interest in common/collective trusts at end of year2012-12-31$1,506,310
Value of interest in common/collective trusts at beginning of year2012-12-31$1,453,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$410,147
Net investment gain or loss from common/collective trusts2012-12-31$39,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$217,741
Employer contributions (assets) at end of year2012-12-31$1,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$367,166
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2012-12-31390747409
2011 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$618,929
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$297,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$276,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$731,783
Value of total assets at end of year2011-12-31$5,679,417
Value of total assets at beginning of year2011-12-31$5,358,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,303
Total interest from all sources2011-12-31$4,811
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$162,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$162,123
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$534,631
Participant contributions at end of year2011-12-31$135,941
Participant contributions at beginning of year2011-12-31$94,370
Participant contributions at beginning of year2011-12-31$2,040
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$16,126
Administrative expenses (other) incurred2011-12-31$21,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$321,017
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,679,417
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,358,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,082,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,761,006
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$4,811
Value of interest in common/collective trusts at end of year2011-12-31$1,453,243
Value of interest in common/collective trusts at beginning of year2011-12-31$1,497,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-325,730
Net investment gain or loss from common/collective trusts2011-12-31$45,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$181,026
Employer contributions (assets) at beginning of year2011-12-31$771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$276,609
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2011-12-31390747409
2010 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$1,093,795
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$718,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$700,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$661,383
Value of total assets at end of year2010-12-31$5,358,400
Value of total assets at beginning of year2010-12-31$4,982,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,885
Total interest from all sources2010-12-31$4,594
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$86,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$86,506
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$444,803
Participant contributions at end of year2010-12-31$94,370
Participant contributions at beginning of year2010-12-31$95,513
Participant contributions at end of year2010-12-31$2,040
Participant contributions at beginning of year2010-12-31$9,977
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$375,654
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,358,400
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,982,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,761,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,298,010
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,479,583
Interest on participant loans2010-12-31$4,594
Value of interest in common/collective trusts at end of year2010-12-31$1,497,723
Value of interest in common/collective trusts at beginning of year2010-12-31$1,095,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$295,473
Net investment gain or loss from common/collective trusts2010-12-31$45,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$181,218
Employer contributions (assets) at end of year2010-12-31$771
Employer contributions (assets) at beginning of year2010-12-31$4,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$700,256
Contract administrator fees2010-12-31$17,885
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2010-12-31390747409
2009 : SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN

2023: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SCHUNK OF NORTH AMERICA, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-20305
Policy instance 1
Insurance contract or identification number4-20305
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-11-05
Total amount of commissions paid to insurance brokerUSD $346
Total amount of fees paid to insurance companyUSD $115
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1