MILWAUKEE ELECTRIC TOOL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2022 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $344,394 |
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 | $12,115,135 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $59,703,074 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $58,672,516 |
Value of total corrective distributions | 2022-12-31 | $3,563 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $131,204,729 |
Value of total assets at end of year | 2022-12-31 | $639,187,225 |
Value of total assets at beginning of year | 2022-12-31 | $686,430,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,026,995 |
Total interest from all sources | 2022-12-31 | $520,162 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,591,398 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $6,591,398 |
Administrative expenses professional fees incurred | 2022-12-31 | $1,200 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $83,615,794 |
Participant contributions at end of year | 2022-12-31 | $12,091,213 |
Participant contributions at beginning of year | 2022-12-31 | $10,026,111 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $13,511,972 |
Other income not declared elsewhere | 2022-12-31 | $240,521 |
Administrative expenses (other) incurred | 2022-12-31 | $977,538 |
Total non interest bearing cash at end of year | 2022-12-31 | $70 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-47,587,939 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $638,842,831 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $686,430,770 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $48,257 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $180,809,245 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $176,430,913 |
Interest on participant loans | 2022-12-31 | $520,162 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $446,286,697 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $499,973,746 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-36,397,946 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-90,043,729 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $34,076,963 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $58,672,516 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $344,394 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PBMARES |
Accountancy firm EIN | 2022-12-31 | 540737372 |
2021 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $192,792,200 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $46,694,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $45,776,363 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $-17,509 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $111,530,928 |
Value of total assets at end of year | 2021-12-31 | $686,430,770 |
Value of total assets at beginning of year | 2021-12-31 | $540,333,420 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $918,487 |
Total interest from all sources | 2021-12-31 | $467,177 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $9,584,310 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $9,584,310 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $67,199,962 |
Participant contributions at end of year | 2021-12-31 | $10,026,111 |
Participant contributions at beginning of year | 2021-12-31 | $8,953,762 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $17,697,421 |
Other income not declared elsewhere | 2021-12-31 | $190,557 |
Administrative expenses (other) incurred | 2021-12-31 | $918,487 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $146,097,350 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $686,430,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $540,333,420 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $176,430,913 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $177,366,694 |
Interest on participant loans | 2021-12-31 | $467,177 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $499,973,746 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $354,012,964 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $17,213,941 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $53,805,287 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $26,633,545 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $45,776,363 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | RSM US LLP |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $142,394,147 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $46,722,089 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $46,048,771 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $7,937 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $72,683,281 |
Value of total assets at end of year | 2020-12-31 | $540,333,420 |
Value of total assets at beginning of year | 2020-12-31 | $444,661,362 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $665,381 |
Total interest from all sources | 2020-12-31 | $23,039 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $5,288,289 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $5,288,289 |
Administrative expenses professional fees incurred | 2020-12-31 | $1,200 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $45,632,866 |
Participant contributions at end of year | 2020-12-31 | $8,953,762 |
Participant contributions at beginning of year | 2020-12-31 | $9,124,959 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $8,497,060 |
Other income not declared elsewhere | 2020-12-31 | $171,654 |
Administrative expenses (other) incurred | 2020-12-31 | $611,681 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $95,672,058 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $540,333,420 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $444,661,362 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $52,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $177,366,694 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $156,406,318 |
Interest on participant loans | 2020-12-31 | $23,039 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $354,012,964 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $279,130,085 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $21,011,418 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $43,216,466 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $18,553,355 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $46,048,771 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | RSM US LLP |
Accountancy firm EIN | 2020-12-31 | 420714325 |
2019 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $49,101,660 |
Total transfer of assets to this plan | 2019-12-31 | $49,101,660 |
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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $129,185,864 |
Total income from all sources (including contributions) | 2019-12-31 | $129,185,864 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $29,432,586 |
Total of all expenses incurred | 2019-12-31 | $29,432,586 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $28,825,549 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $28,825,549 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $9,572 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $9,572 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $57,828,100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $57,828,100 |
Value of total assets at end of year | 2019-12-31 | $444,661,362 |
Value of total assets at end of year | 2019-12-31 | $444,661,362 |
Value of total assets at beginning of year | 2019-12-31 | $295,806,424 |
Value of total assets at beginning of year | 2019-12-31 | $295,806,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $597,465 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $597,465 |
Total interest from all sources | 2019-12-31 | $367,796 |
Total interest from all sources | 2019-12-31 | $367,796 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,454,100 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,454,100 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,454,100 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,454,100 |
Administrative expenses professional fees incurred | 2019-12-31 | $1,800 |
Administrative expenses professional fees incurred | 2019-12-31 | $1,800 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $38,239,960 |
Contributions received from participants | 2019-12-31 | $38,239,960 |
Participant contributions at end of year | 2019-12-31 | $9,124,959 |
Participant contributions at end of year | 2019-12-31 | $9,124,959 |
Participant contributions at beginning of year | 2019-12-31 | $5,930,963 |
Participant contributions at beginning of year | 2019-12-31 | $5,930,963 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,581,699 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,581,699 |
Other income not declared elsewhere | 2019-12-31 | $159,024 |
Other income not declared elsewhere | 2019-12-31 | $159,024 |
Administrative expenses (other) incurred | 2019-12-31 | $516,915 |
Administrative expenses (other) incurred | 2019-12-31 | $516,915 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $21,810,663 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $21,810,663 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $99,753,278 |
Value of net income/loss | 2019-12-31 | $99,753,278 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $444,661,362 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $444,661,362 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $295,806,424 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $295,806,424 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $78,750 |
Investment advisory and management fees | 2019-12-31 | $78,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $156,406,318 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $156,406,318 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $85,897,783 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $85,897,783 |
Interest on participant loans | 2019-12-31 | $367,796 |
Interest on participant loans | 2019-12-31 | $367,796 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $279,130,085 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $279,130,085 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $182,115,872 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $51,143 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $51,143 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $51,143 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $51,143 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $24,277,832 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $24,277,832 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $41,099,012 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $41,099,012 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $15,006,441 |
Contributions received in cash from employer | 2019-12-31 | $15,006,441 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $28,825,549 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $28,825,549 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm EIN | 2019-12-31 | 420714325 |
Accountancy firm EIN | 2019-12-31 | 420714325 |
2018 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $30,576,771 |
Total of all expenses incurred | 2018-12-31 | $26,699,990 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $25,921,418 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $50,330 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $48,577,359 |
Value of total assets at end of year | 2018-12-31 | $295,806,424 |
Value of total assets at beginning of year | 2018-12-31 | $291,929,643 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $728,242 |
Total interest from all sources | 2018-12-31 | $284,434 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,008,654 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,008,654 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $31,471,414 |
Participant contributions at end of year | 2018-12-31 | $5,930,963 |
Participant contributions at beginning of year | 2018-12-31 | $5,736,169 |
Participant contributions at beginning of year | 2018-12-31 | $60,573 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $4,256,028 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $3,718 |
Administrative expenses (other) incurred | 2018-12-31 | $660,596 |
Total non interest bearing cash at end of year | 2018-12-31 | $21,810,663 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $71,946 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $3,876,781 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $295,806,424 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $291,929,643 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $67,646 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $85,897,783 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $108,049,117 |
Interest on participant loans | 2018-12-31 | $284,279 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $182,115,872 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $177,933,422 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $51,143 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $45,722 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $45,722 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $155 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,595,058 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-11,698,618 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $12,849,917 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $28,976 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $25,921,418 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | RSM US LLP |
Accountancy firm EIN | 2018-12-31 | 420714325 |
2017 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $84,058,030 |
Total of all expenses incurred | 2017-12-31 | $21,012,687 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $20,399,392 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $9,863 |
Value of total corrective distributions | 2017-12-31 | $3,101 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $42,569,919 |
Value of total assets at end of year | 2017-12-31 | $291,929,643 |
Value of total assets at beginning of year | 2017-12-31 | $228,884,300 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $600,331 |
Total interest from all sources | 2017-12-31 | $230,709 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,851,497 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,851,497 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $27,156,919 |
Participant contributions at end of year | 2017-12-31 | $5,736,169 |
Participant contributions at beginning of year | 2017-12-31 | $4,908,213 |
Participant contributions at end of year | 2017-12-31 | $60,573 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,255,719 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $3,718 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $2,744 |
Administrative expenses (other) incurred | 2017-12-31 | $513,291 |
Total non interest bearing cash at end of year | 2017-12-31 | $71,946 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $57,163 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $63,045,343 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $291,929,643 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $228,884,300 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $87,040 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $108,049,117 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $84,407,002 |
Interest on participant loans | 2017-12-31 | $230,670 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $177,933,422 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $139,467,888 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $45,722 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $41,290 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $41,290 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $39 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $15,520,292 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $23,885,613 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $11,157,281 |
Employer contributions (assets) at end of year | 2017-12-31 | $28,976 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $20,399,392 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | RSM US LLP |
Accountancy firm EIN | 2017-12-31 | 420714325 |
2016 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $52,710,201 |
Total of all expenses incurred | 2016-12-31 | $20,280,252 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $19,561,075 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $11,434 |
Value of total corrective distributions | 2016-12-31 | $33,587 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $36,713,396 |
Value of total assets at end of year | 2016-12-31 | $228,884,300 |
Value of total assets at beginning of year | 2016-12-31 | $196,454,351 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $674,156 |
Total interest from all sources | 2016-12-31 | $193,140 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,386,411 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,386,411 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $22,998,060 |
Participant contributions at end of year | 2016-12-31 | $4,908,213 |
Participant contributions at beginning of year | 2016-12-31 | $4,460,653 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $125 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $4,314,424 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $2,744 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $2,444 |
Administrative expenses (other) incurred | 2016-12-31 | $612,309 |
Total non interest bearing cash at end of year | 2016-12-31 | $57,163 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $179,571 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $32,429,949 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $228,884,300 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $196,454,351 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $61,847 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $84,407,002 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $73,558,035 |
Interest on participant loans | 2016-12-31 | $193,140 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $139,467,888 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $118,077,328 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $41,290 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $176,132 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $176,132 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,248,184 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $9,169,070 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $9,400,912 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $63 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $19,561,075 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | RSM US LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $29,911,645 |
Total of all expenses incurred | 2015-12-31 | $19,393,639 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $18,899,291 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $7,014 |
Value of total corrective distributions | 2015-12-31 | $71,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $30,510,662 |
Value of total assets at end of year | 2015-12-31 | $196,454,351 |
Value of total assets at beginning of year | 2015-12-31 | $185,936,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $415,634 |
Total interest from all sources | 2015-12-31 | $170,597 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,199,511 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,199,511 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $20,500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $19,783,512 |
Participant contributions at end of year | 2015-12-31 | $4,460,653 |
Participant contributions at beginning of year | 2015-12-31 | $3,836,303 |
Participant contributions at end of year | 2015-12-31 | $125 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,428,820 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $2,444 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $4,156 |
Administrative expenses (other) incurred | 2015-12-31 | $415,634 |
Total non interest bearing cash at end of year | 2015-12-31 | $179,571 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $55,897 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $10,518,006 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $196,454,351 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $185,936,345 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $73,558,035 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $65,152,248 |
Interest on participant loans | 2015-12-31 | $170,580 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $118,077,328 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $116,726,721 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $176,132 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $161,020 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $161,020 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $17 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,069,350 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-899,775 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $8,298,330 |
Employer contributions (assets) at end of year | 2015-12-31 | $63 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $18,899,291 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | RSM US LLP |
Accountancy firm EIN | 2015-12-31 | 420714325 |
2014 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2014 401k financial data |
---|
Total transfer of assets to this plan | 2014-12-31 | $99,325,834 |
Total income from all sources (including contributions) | 2014-12-31 | $42,323,764 |
Total of all expenses incurred | 2014-12-31 | $15,653,950 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $15,189,788 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $2,844 |
Value of total corrective distributions | 2014-12-31 | $63,651 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $30,507,054 |
Value of total assets at end of year | 2014-12-31 | $185,936,345 |
Value of total assets at beginning of year | 2014-12-31 | $59,940,697 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $397,667 |
Total interest from all sources | 2014-12-31 | $158,615 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,118,885 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,118,885 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $20,500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $16,208,341 |
Participant contributions at end of year | 2014-12-31 | $3,836,303 |
Participant contributions at beginning of year | 2014-12-31 | $1,424,466 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $543,798 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $7,390,196 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $4,156 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $235 |
Administrative expenses (other) incurred | 2014-12-31 | $343,167 |
Total non interest bearing cash at end of year | 2014-12-31 | $55,897 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $26,669,814 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $185,936,345 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $59,940,697 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $54,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $65,152,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $48,369,487 |
Interest on participant loans | 2014-12-31 | $158,442 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $116,726,721 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $9,593,139 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $161,020 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $9,572 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $9,572 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $173 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,589,202 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $6,950,008 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $6,908,517 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $15,189,788 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SIDOR, SIMENDINGER & FRANKEL |
Accountancy firm EIN | 2014-12-31 | 223167274 |
2013 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $18,551,744 |
Total of all expenses incurred | 2013-12-31 | $5,378,530 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,356,812 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $2,595 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $9,816,038 |
Value of total assets at end of year | 2013-12-31 | $59,940,697 |
Value of total assets at beginning of year | 2013-12-31 | $46,767,483 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $19,123 |
Total interest from all sources | 2013-12-31 | $49,959 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $826,208 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $826,208 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $20,500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $6,072,447 |
Participant contributions at end of year | 2013-12-31 | $1,424,466 |
Participant contributions at beginning of year | 2013-12-31 | $1,134,845 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $543,798 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $347,771 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,355,839 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $235 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $129 |
Other income not declared elsewhere | 2013-12-31 | $118,312 |
Administrative expenses (other) incurred | 2013-12-31 | $19,123 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $1,460 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $13,173,214 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $59,940,697 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $46,767,483 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $48,369,487 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $36,459,559 |
Interest on participant loans | 2013-12-31 | $49,958 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $9,593,139 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $8,813,971 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $9,572 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $9,748 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $9,748 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $7,641,668 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $99,559 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,387,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,356,812 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SIDOR, SIMENDINGER & FRANKEL |
Accountancy firm EIN | 2013-12-31 | 223167274 |
2012 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $11,982,168 |
Total of all expenses incurred | 2012-12-31 | $2,191,521 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,158,754 |
Value of total corrective distributions | 2012-12-31 | $22,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $7,682,049 |
Value of total assets at end of year | 2012-12-31 | $46,767,483 |
Value of total assets at beginning of year | 2012-12-31 | $36,976,836 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $10,101 |
Total interest from all sources | 2012-12-31 | $38,947 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $823,345 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $823,345 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $20,500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $5,075,946 |
Participant contributions at end of year | 2012-12-31 | $1,134,845 |
Participant contributions at beginning of year | 2012-12-31 | $756,592 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $347,771 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $335,631 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $576,381 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $129 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $707 |
Other income not declared elsewhere | 2012-12-31 | $30,393 |
Administrative expenses (other) incurred | 2012-12-31 | $10,101 |
Total non interest bearing cash at end of year | 2012-12-31 | $1,460 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $1,460 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $9,790,647 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $46,767,483 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $36,976,836 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $36,459,559 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $28,348,282 |
Interest on participant loans | 2012-12-31 | $38,947 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $8,813,971 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $7,533,956 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $9,748 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $208 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $208 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,295,336 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $112,098 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,029,722 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,158,754 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SIDOR, SIMENDINGER & FRANKEL |
Accountancy firm EIN | 2012-12-31 | 223167274 |
2011 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2011 401k financial data |
---|
Total transfer of assets to this plan | 2011-12-31 | $7,328 |
Total income from all sources (including contributions) | 2011-12-31 | $5,354,383 |
Total of all expenses incurred | 2011-12-31 | $2,633,837 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,529,569 |
Value of total corrective distributions | 2011-12-31 | $98,818 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,456,141 |
Value of total assets at end of year | 2011-12-31 | $36,976,836 |
Value of total assets at beginning of year | 2011-12-31 | $34,248,962 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,450 |
Total interest from all sources | 2011-12-31 | $29,195 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $539,110 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $539,110 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $20,500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $4,145,458 |
Participant contributions at end of year | 2011-12-31 | $756,592 |
Participant contributions at beginning of year | 2011-12-31 | $649,039 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $335,631 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $332,161 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $419,213 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $707 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $925 |
Other income not declared elsewhere | 2011-12-31 | $-7,319 |
Administrative expenses (other) incurred | 2011-12-31 | $5,450 |
Total non interest bearing cash at end of year | 2011-12-31 | $1,460 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,720,546 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $36,976,836 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $34,248,962 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $28,348,282 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $26,466,155 |
Interest on participant loans | 2011-12-31 | $29,195 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $7,533,956 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $6,797,977 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $208 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,705 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,705 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-786,476 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $123,732 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $891,470 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,529,569 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SIDOR, SIMENDINGER & FRANKEL |
Accountancy firm EIN | 2011-12-31 | 223167274 |
2010 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $6,983,226 |
Total of all expenses incurred | 2010-12-31 | $3,416,910 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,340,524 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $1,274 |
Value of total corrective distributions | 2010-12-31 | $69,756 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,489,685 |
Value of total assets at end of year | 2010-12-31 | $34,248,962 |
Value of total assets at beginning of year | 2010-12-31 | $30,682,646 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,356 |
Total interest from all sources | 2010-12-31 | $33,060 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $592,790 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $592,790 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $20,500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,208,955 |
Participant contributions at end of year | 2010-12-31 | $649,039 |
Participant contributions at beginning of year | 2010-12-31 | $662,199 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $332,161 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $317,028 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $270,303 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $925 |
Other income not declared elsewhere | 2010-12-31 | $15,134 |
Administrative expenses (other) incurred | 2010-12-31 | $5,356 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,566,316 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $34,248,962 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $30,682,646 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $26,466,155 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $22,508,400 |
Interest on participant loans | 2010-12-31 | $33,060 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $6,797,977 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $7,192,314 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,705 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,705 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,705 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,689,975 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $162,582 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $10,427 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,340,524 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SIDOR, SIMENDINGER & FRANKEL |
Accountancy firm EIN | 2010-12-31 | 223167274 |
2009 : TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |