Logo

CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN 401k Plan overview

Plan NameCG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN
Plan identification number 001

CG AUTOMATION SOLUTIONS USA, INC. 401(K) 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Life insurance

401k Sponsoring company profile

WEG TRANSFORMERS USA, LLC has sponsored the creation of one or more 401k plans.

Company Name:WEG TRANSFORMERS USA, LLC
Employer identification number (EIN):141799233
NAIC Classification:335310

Additional information about WEG TRANSFORMERS USA, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5213747

More information about WEG TRANSFORMERS USA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01DEBRA L. MACHACEK NORMAND N. LAVOIE2016-07-19
0012015-01-01NORMAND N. LAVOIE NORMAND N. LAVOIE2016-07-19
0012014-01-01DEBRA MACHACEK NORMAND N. LAVOIE2015-09-22
0012014-01-01DEBRA MACHACEK NORMAND N. LAVOIE2015-09-22
0012014-01-01DEBRA MACHACEK NORMAND N. LAVOIE2015-09-22
0012014-01-01NORMAND N. LAVOIE NORMAND N. LAVOIE2015-09-22
0012013-01-01ANDREA VAUGHAN LINNETT POZEFSKY2014-07-25
0012012-01-01DAVID BROWNELL
0012011-01-01DAVID BROWNELL
0012010-01-01DAVID BROWNELL

Plan Statistics for CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN

401k plan membership statisitcs for CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN

Measure Date Value
2015: CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0151
Total number of active participants reported on line 7a of the Form 55002015-01-0137
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0149
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0159
Total number of active participants reported on line 7a of the Form 55002014-01-0137
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0151
Number of participants with account balances2014-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01230
Total number of active participants reported on line 7a of the Form 55002013-01-0182
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01168
Number of participants with account balances2013-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01227
Total number of active participants reported on line 7a of the Form 55002012-01-01127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01102
Total of all active and inactive participants2012-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01230
Number of participants with account balances2012-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01211
Total number of active participants reported on line 7a of the Form 55002011-01-01140
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0186
Total of all active and inactive participants2011-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01227
Number of participants with account balances2011-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01136
Total number of active participants reported on line 7a of the Form 55002010-01-01167
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0143
Total of all active and inactive participants2010-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01211
Number of participants with account balances2010-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016

Financial Data on CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN

Measure Date Value
2015 : CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$242,180
Expenses. Total of all expenses incurred2015-12-31$602,941
Benefits paid (including direct rollovers)2015-12-31$569,008
Total plan assets at end of year2015-12-31$4,457,081
Total plan assets at beginning of year2015-12-31$4,817,842
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$206,722
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$12,124
Net income (gross income less expenses)2015-12-31$-360,761
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,457,081
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,817,842
Assets. Value of participant loans2015-12-31$10,527
Total contributions received or receivable from employer(s)2015-12-31$23,334
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$10,963
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$22,970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$480,020
Expenses. Total of all expenses incurred2014-12-31$491,199
Benefits paid (including direct rollovers)2014-12-31$456,916
Total plan assets at end of year2014-12-31$4,817,842
Total plan assets at beginning of year2014-12-31$4,829,021
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$169,136
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$288,311
Net income (gross income less expenses)2014-12-31$-11,179
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,817,842
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,829,021
Assets. Value of participant loans2014-12-31$13,436
Total contributions received or receivable from employer(s)2014-12-31$22,573
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$9,778
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$24,505
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CG AUTOMATION SOLUTIONS USA, INC. 401(K) 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$1,606,351
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,094,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,086,757
Expenses. Certain deemed distributions of participant loans2013-12-31$1,287
Value of total corrective distributions2013-12-31$941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,143,813
Value of total assets at end of year2013-12-31$3,767,865
Value of total assets at beginning of year2013-12-31$3,256,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,716
Total interest from all sources2013-12-31$2,550
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$139,525
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$139,525
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$324,000
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$742,070
Participant contributions at end of year2013-12-31$52,889
Participant contributions at beginning of year2013-12-31$19,073
Participant contributions at beginning of year2013-12-31$12,074
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$175,880
Other income not declared elsewhere2013-12-31$1,296
Administrative expenses (other) incurred2013-12-31$5,716
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$511,650
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,767,865
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,256,215
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$3,714,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,221,158
Interest on participant loans2013-12-31$2,550
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$319,167
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$225,863
Employer contributions (assets) at beginning of year2013-12-31$3,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,086,757
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 name2013-12-31CMJ, LLP, PAMELA L CLEVELAND CPA
Accountancy firm EIN2013-12-31141710385
2012 : CG AUTOMATION SOLUTIONS USA, INC. 401(K) 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$1,360,467
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,177,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,110,981
Expenses. Certain deemed distributions of participant loans2012-12-31$45,020
Value of total corrective distributions2012-12-31$18,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,063,779
Value of total assets at end of year2012-12-31$3,256,215
Value of total assets at beginning of year2012-12-31$3,072,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,554
Total interest from all sources2012-12-31$2,237
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$66,267
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$66,267
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$308,000
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$738,261
Participant contributions at end of year2012-12-31$19,073
Participant contributions at beginning of year2012-12-31$37,988
Participant contributions at end of year2012-12-31$12,074
Participant contributions at beginning of year2012-12-31$12,014
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$80,610
Other income not declared elsewhere2012-12-31$7
Administrative expenses (other) incurred2012-12-31$2,554
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$183,222
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,256,215
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,072,993
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$3,221,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,019,294
Interest on participant loans2012-12-31$2,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$228,177
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$244,908
Employer contributions (assets) at end of year2012-12-31$3,910
Employer contributions (assets) at beginning of year2012-12-31$3,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,110,981
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 name2012-12-31CMJ, LLP, PAMELA L CLEVELAND CPA
Accountancy firm EIN2012-12-31141710385
2011 : CG AUTOMATION SOLUTIONS USA, INC. 401(K) 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$688,375
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$577,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$551,885
Value of total corrective distributions2011-12-31$23,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$885,089
Value of total assets at end of year2011-12-31$3,072,993
Value of total assets at beginning of year2011-12-31$2,961,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,700
Total interest from all sources2011-12-31$1,253
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$73,371
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$73,371
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$297,000
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$731,420
Participant contributions at end of year2011-12-31$37,988
Participant contributions at beginning of year2011-12-31$28,818
Participant contributions at end of year2011-12-31$12,014
Participant contributions at beginning of year2011-12-31$15,095
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$92,439
Administrative expenses (other) incurred2011-12-31$1,700
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$111,253
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,072,993
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,961,740
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$3,019,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,643,304
Interest on participant loans2011-12-31$1,253
Value of interest in common/collective trusts at beginning of year2011-12-31$108,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-272,679
Net investment gain or loss from common/collective trusts2011-12-31$1,341
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$61,230
Employer contributions (assets) at end of year2011-12-31$3,697
Employer contributions (assets) at beginning of year2011-12-31$166,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$551,885
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 name2011-12-31CMJ, LLP, PAMELA L CLEVELAND CPA
Accountancy firm EIN2011-12-31141710385
2010 : CG AUTOMATION SOLUTIONS USA, INC. 401(K) 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$1,232,942
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$248,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$246,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$930,445
Value of total assets at end of year2010-12-31$2,961,740
Value of total assets at beginning of year2010-12-31$1,977,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,347
Total interest from all sources2010-12-31$691
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$47,391
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$47,391
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$198,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$700,896
Participant contributions at end of year2010-12-31$28,818
Participant contributions at beginning of year2010-12-31$38,380
Participant contributions at end of year2010-12-31$15,095
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$63,129
Other income not declared elsewhere2010-12-31$-5,894
Administrative expenses (other) incurred2010-12-31$1,347
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$984,688
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,961,740
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,977,052
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$2,643,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,810,068
Interest on participant loans2010-12-31$691
Value of interest in common/collective trusts at end of year2010-12-31$108,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$257,653
Net investment gain or loss from common/collective trusts2010-12-31$2,656
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$166,420
Employer contributions (assets) at end of year2010-12-31$166,420
Employer contributions (assets) at beginning of year2010-12-31$128,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$246,907
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31CMJ, LLP, PAMELA L CLEVELAND CPA
Accountancy firm EIN2010-12-31141710385

Form 5500 Responses for CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN

2015: CG AUTOMATION SOLUTIONS USA, INC. 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CG AUTOMATION SOLUTIONS USA, INC. 401(K) 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: CG AUTOMATION SOLUTIONS USA, INC. 401(K) 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: CG AUTOMATION SOLUTIONS USA, INC. 401(K) 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
2010: CG AUTOMATION SOLUTIONS USA, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51749
Policy instance 1
Insurance contract or identification numberFL 51749
Number of Individuals Covered49
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,467
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $4,467
Insurance broker organization code?4
Insurance broker namePKS FINANCIAL SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51749
Policy instance 1
Insurance contract or identification numberFL 51749
Number of Individuals Covered51
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,836
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $4,836
Insurance broker organization code?4
Insurance broker namePKS FINANCIAL SERVICES INC

Potentially related plans

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