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GREATBATCH, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameGREATBATCH, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

GREATBATCH, INC. 401(K) RETIREMENT 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INTEGER HOLDINGS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:INTEGER HOLDINGS CORPORATION
Employer identification number (EIN):161531026
NAIC Classification:335900

Additional information about INTEGER HOLDINGS CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2761902

More information about INTEGER HOLDINGS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREATBATCH, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DMITRY SHMOYS
0012016-01-01THOMAS J. MAZZA
0012015-01-01THOMAS J. MAZZA THOMAS J. MAZZA2016-10-13
0012015-01-01THOMAS J. MAZZA THOMAS J. MAZZA2016-10-12
0012014-01-01THOMAS J. MAZZA THOMAS J. MAZZA2015-10-12
0012013-01-01THOMAS J. MAZZA
0012012-01-01THOMAS J. MAZZA
0012011-01-01THOMAS J. MAZZA THOMAS J. MAZZA2012-07-20
0012010-01-01JIM RIZZO
0012009-01-01JAMES A. RIZZO THOMAS J. MAZZA2010-08-27

Plan Statistics for GREATBATCH, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for GREATBATCH, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,672
Total number of active participants reported on line 7a of the Form 55002022-01-014,231
Number of retired or separated participants receiving benefits2022-01-0183
Number of other retired or separated participants entitled to future benefits2022-01-012,002
Total of all active and inactive participants2022-01-016,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0121
Total participants2022-01-016,337
Number of participants with account balances2022-01-016,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,480
Total number of active participants reported on line 7a of the Form 55002021-01-013,641
Number of retired or separated participants receiving benefits2021-01-0170
Number of other retired or separated participants entitled to future benefits2021-01-011,947
Total of all active and inactive participants2021-01-015,658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-015,672
Number of participants with account balances2021-01-015,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,726
Total number of active participants reported on line 7a of the Form 55002020-01-013,477
Number of retired or separated participants receiving benefits2020-01-0167
Number of other retired or separated participants entitled to future benefits2020-01-011,923
Total of all active and inactive participants2020-01-015,467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-015,480
Number of participants with account balances2020-01-015,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,041
Total number of active participants reported on line 7a of the Form 55002019-01-013,855
Number of retired or separated participants receiving benefits2019-01-0170
Number of other retired or separated participants entitled to future benefits2019-01-011,790
Total of all active and inactive participants2019-01-015,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-015,726
Number of participants with account balances2019-01-015,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,704
Total number of active participants reported on line 7a of the Form 55002018-01-014,888
Number of retired or separated participants receiving benefits2018-01-0159
Number of other retired or separated participants entitled to future benefits2018-01-012,087
Total of all active and inactive participants2018-01-017,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-017,041
Number of participants with account balances2018-01-015,757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,543
Total number of active participants reported on line 7a of the Form 55002017-01-015,236
Number of retired or separated participants receiving benefits2017-01-0164
Number of other retired or separated participants entitled to future benefits2017-01-011,399
Total of all active and inactive participants2017-01-016,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-016,704
Number of participants with account balances2017-01-016,457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,860
Total number of active participants reported on line 7a of the Form 55002016-01-011,775
Number of retired or separated participants receiving benefits2016-01-0122
Number of other retired or separated participants entitled to future benefits2016-01-01741
Total of all active and inactive participants2016-01-012,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-012,543
Number of participants with account balances2016-01-012,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,307
Total number of active participants reported on line 7a of the Form 55002015-01-012,147
Number of retired or separated participants receiving benefits2015-01-0120
Number of other retired or separated participants entitled to future benefits2015-01-01688
Total of all active and inactive participants2015-01-012,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-012,860
Number of participants with account balances2015-01-012,820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,803
Total number of active participants reported on line 7a of the Form 55002014-01-012,632
Number of retired or separated participants receiving benefits2014-01-0120
Number of other retired or separated participants entitled to future benefits2014-01-01651
Total of all active and inactive participants2014-01-013,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-013,307
Number of participants with account balances2014-01-012,910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,427
Total number of active participants reported on line 7a of the Form 55002013-01-012,240
Number of retired or separated participants receiving benefits2013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-01548
Total of all active and inactive participants2013-01-012,800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-012,803
Number of participants with account balances2013-01-012,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,371
Total number of active participants reported on line 7a of the Form 55002012-01-011,921
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01496
Total of all active and inactive participants2012-01-012,424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-012,427
Number of participants with account balances2012-01-012,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,231
Total number of active participants reported on line 7a of the Form 55002011-01-011,922
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01441
Total of all active and inactive participants2011-01-012,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,371
Number of participants with account balances2011-01-012,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01119
2010: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,232
Total number of active participants reported on line 7a of the Form 55002010-01-011,767
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-01456
Total of all active and inactive participants2010-01-012,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,231
Number of participants with account balances2010-01-012,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01129
2009: GREATBATCH, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,078
Total number of active participants reported on line 7a of the Form 55002009-01-011,741
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-01484
Total of all active and inactive participants2009-01-012,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,232
Number of participants with account balances2009-01-012,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01140

Financial Data on GREATBATCH, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : GREATBATCH, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-48,475,560
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$33,759,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$33,417,083
Value of total corrective distributions2022-12-31$26,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$34,066,759
Value of total assets at end of year2022-12-31$434,664,681
Value of total assets at beginning of year2022-12-31$516,900,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$316,532
Total interest from all sources2022-12-31$354,404
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,744,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,744,808
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$24,379,400
Participant contributions at end of year2022-12-31$6,367,322
Participant contributions at beginning of year2022-12-31$5,799,239
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,239,913
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$10,112,830
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,090,651
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$21,925
Other income not declared elsewhere2022-12-31$-3,574,671
Administrative expenses (other) incurred2022-12-31$316,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-82,235,419
Value of net assets at end of year (total assets less liabilities)2022-12-31$434,664,681
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$516,900,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$390,999,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$472,213,171
Interest on participant loans2022-12-31$354,404
Value of interest in common/collective trusts at end of year2022-12-31$26,210,262
Value of interest in common/collective trusts at beginning of year2022-12-31$23,781,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-82,383,265
Net investment gain or loss from common/collective trusts2022-12-31$316,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$3,847,452
Assets. Invements in employer securities at beginning of year2022-12-31$4,993,577
Contributions received in cash from employer2022-12-31$7,596,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$33,395,158
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : GREATBATCH, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$92,099,409
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$50,037,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$49,662,482
Value of total corrective distributions2021-12-31$22,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$34,479,712
Value of total assets at end of year2021-12-31$516,900,100
Value of total assets at beginning of year2021-12-31$474,838,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$352,499
Total interest from all sources2021-12-31$381,203
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,522,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,522,184
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$22,175,586
Participant contributions at end of year2021-12-31$5,799,239
Participant contributions at beginning of year2021-12-31$6,943,008
Assets. Other investments not covered elsewhere at end of year2021-12-31$10,112,830
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$8,593,764
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,334,306
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$16,949
Other income not declared elsewhere2021-12-31$1,521,249
Administrative expenses (other) incurred2021-12-31$352,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$42,061,626
Value of net assets at end of year (total assets less liabilities)2021-12-31$516,900,100
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$474,838,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$472,213,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$435,067,647
Interest on participant loans2021-12-31$381,203
Value of interest in common/collective trusts at end of year2021-12-31$23,781,283
Value of interest in common/collective trusts at beginning of year2021-12-31$18,832,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$50,878,656
Net investment gain or loss from common/collective trusts2021-12-31$316,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$4,993,577
Assets. Invements in employer securities at beginning of year2021-12-31$5,401,733
Contributions received in cash from employer2021-12-31$6,969,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$49,645,533
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : GREATBATCH, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$85,192,917
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$50,867,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$50,532,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$28,487,163
Value of total assets at end of year2020-12-31$474,838,474
Value of total assets at beginning of year2020-12-31$440,512,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$334,658
Total interest from all sources2020-12-31$466,405
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,265,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,265,156
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$20,729,924
Participant contributions at end of year2020-12-31$6,943,008
Participant contributions at beginning of year2020-12-31$6,894,917
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,593,764
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,691,328
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,104,996
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,728
Other income not declared elsewhere2020-12-31$1,757,277
Administrative expenses (other) incurred2020-12-31$334,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$34,325,782
Value of net assets at end of year (total assets less liabilities)2020-12-31$474,838,474
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$440,512,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$435,067,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$411,850,754
Interest on participant loans2020-12-31$466,405
Value of interest in common/collective trusts at end of year2020-12-31$18,832,322
Value of interest in common/collective trusts at beginning of year2020-12-31$10,214,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$51,881,328
Net investment gain or loss from common/collective trusts2020-12-31$335,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$5,401,733
Assets. Invements in employer securities at beginning of year2020-12-31$5,861,015
Contributions received in cash from employer2020-12-31$4,652,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$50,530,749
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : GREATBATCH, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$105,452,005
Total income from all sources (including contributions)2019-12-31$105,452,005
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$38,530,538
Total of all expenses incurred2019-12-31$38,530,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$38,062,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$38,062,129
Value of total corrective distributions2019-12-31$1,386
Value of total corrective distributions2019-12-31$1,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$29,369,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$29,369,334
Value of total assets at end of year2019-12-31$440,512,692
Value of total assets at end of year2019-12-31$440,512,692
Value of total assets at beginning of year2019-12-31$373,591,225
Value of total assets at beginning of year2019-12-31$373,591,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$467,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$467,023
Total interest from all sources2019-12-31$429,791
Total interest from all sources2019-12-31$429,791
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,021,895
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,021,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,021,895
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,021,895
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$19,875,696
Contributions received from participants2019-12-31$19,875,696
Participant contributions at end of year2019-12-31$6,894,917
Participant contributions at end of year2019-12-31$6,894,917
Participant contributions at beginning of year2019-12-31$6,611,471
Participant contributions at beginning of year2019-12-31$6,611,471
Assets. Other investments not covered elsewhere at end of year2019-12-31$11,552,343
Assets. Other investments not covered elsewhere at end of year2019-12-31$11,552,343
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,782,807
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,782,807
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,360,569
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,360,569
Other income not declared elsewhere2019-12-31$786,443
Other income not declared elsewhere2019-12-31$786,443
Administrative expenses (other) incurred2019-12-31$467,023
Administrative expenses (other) incurred2019-12-31$467,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$66,921,467
Value of net income/loss2019-12-31$66,921,467
Value of net assets at end of year (total assets less liabilities)2019-12-31$440,512,692
Value of net assets at end of year (total assets less liabilities)2019-12-31$440,512,692
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$373,591,225
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$373,591,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$411,850,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$411,850,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$345,914,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$345,914,279
Interest on participant loans2019-12-31$429,791
Interest on participant loans2019-12-31$429,791
Value of interest in common/collective trusts at end of year2019-12-31$10,214,678
Value of interest in common/collective trusts at end of year2019-12-31$10,214,678
Value of interest in common/collective trusts at beginning of year2019-12-31$10,282,668
Value of interest in common/collective trusts at beginning of year2019-12-31$10,282,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,930,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,930,696
Net investment gain or loss from common/collective trusts2019-12-31$60,913,846
Net investment gain or loss from common/collective trusts2019-12-31$60,913,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,133,069
Contributions received in cash from employer2019-12-31$6,133,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$38,062,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$38,062,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
Accountancy firm EIN2019-12-31133891517
2018 : GREATBATCH, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$567
Total unrealized appreciation/depreciation of assets2018-12-31$567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$15,150,598
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$60,014,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$59,631,094
Value of total corrective distributions2018-12-31$9,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$32,837,115
Value of total assets at end of year2018-12-31$373,591,225
Value of total assets at beginning of year2018-12-31$418,455,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$373,768
Total interest from all sources2018-12-31$408,734
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,269,557
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,269,557
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$22,223,105
Participant contributions at end of year2018-12-31$6,611,471
Participant contributions at beginning of year2018-12-31$7,545,790
Assets. Other investments not covered elsewhere at end of year2018-12-31$10,782,807
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,411,520
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,078,173
Other income not declared elsewhere2018-12-31$3,388,343
Administrative expenses (other) incurred2018-12-31$373,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-44,864,082
Value of net assets at end of year (total assets less liabilities)2018-12-31$373,591,225
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$418,455,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$345,914,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$394,983,304
Interest on participant loans2018-12-31$408,734
Value of interest in common/collective trusts at end of year2018-12-31$10,282,668
Value of interest in common/collective trusts at beginning of year2018-12-31$7,514,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,056,087
Net investment gain or loss from common/collective trusts2018-12-31$-17,697,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,535,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$59,631,094
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : GREATBATCH, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-90,657
Total unrealized appreciation/depreciation of assets2017-12-31$-90,657
Total transfer of assets to this plan2017-12-31$187,315,948
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$92,823,712
Total loss/gain on sale of assets2017-12-31$918,649
Total of all expenses incurred2017-12-31$32,630,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$32,010,143
Value of total corrective distributions2017-12-31$259,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$33,694,078
Value of total assets at end of year2017-12-31$418,455,307
Value of total assets at beginning of year2017-12-31$170,945,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$360,495
Total interest from all sources2017-12-31$537,917
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,102,593
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,102,593
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$22,548,381
Participant contributions at end of year2017-12-31$7,545,790
Participant contributions at beginning of year2017-12-31$2,349,690
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,411,520
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,124,097
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,498,172
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,062
Other income not declared elsewhere2017-12-31$1,760,115
Administrative expenses (other) incurred2017-12-31$360,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$60,193,664
Value of net assets at end of year (total assets less liabilities)2017-12-31$418,455,307
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$170,945,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$394,983,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$134,240,800
Interest on participant loans2017-12-31$396,632
Interest earned on other investments2017-12-31$141,285
Value of interest in common/collective trusts at end of year2017-12-31$7,514,693
Value of interest in common/collective trusts at beginning of year2017-12-31$17,756,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,693,899
Net investment gain or loss from common/collective trusts2017-12-31$46,207,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at beginning of year2017-12-31$14,474,696
Contributions received in cash from employer2017-12-31$7,647,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$32,009,081
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$8,746,252
Aggregate carrying amount (costs) on sale of assets2017-12-31$7,827,603
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : GREATBATCH, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-7,386,432
Total unrealized appreciation/depreciation of assets2016-12-31$-7,386,432
Total transfer of assets from this plan2016-12-31$3,665,775
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,851,094
Total loss/gain on sale of assets2016-12-31$-4,935,743
Total of all expenses incurred2016-12-31$16,676,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,540,134
Expenses. Certain deemed distributions of participant loans2016-12-31$5,426
Value of total corrective distributions2016-12-31$82
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,687,649
Value of total assets at end of year2016-12-31$170,945,695
Value of total assets at beginning of year2016-12-31$179,437,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$131,254
Total interest from all sources2016-12-31$130,777
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,764,156
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,764,156
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$9,360,636
Participant contributions at end of year2016-12-31$2,349,690
Participant contributions at beginning of year2016-12-31$2,615,108
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,124,097
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,358,638
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,260,351
Other income not declared elsewhere2016-12-31$177,580
Administrative expenses (other) incurred2016-12-31$131,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-4,825,802
Value of net assets at end of year (total assets less liabilities)2016-12-31$170,945,695
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$179,437,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$134,240,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$125,935,192
Interest on participant loans2016-12-31$130,777
Value of interest in common/collective trusts at end of year2016-12-31$17,756,412
Value of interest in common/collective trusts at beginning of year2016-12-31$18,015,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,046,037
Net investment gain or loss from common/collective trusts2016-12-31$367,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$14,474,696
Assets. Invements in employer securities at beginning of year2016-12-31$30,512,940
Contributions received in cash from employer2016-12-31$2,066,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,540,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$3,716,069
Aggregate carrying amount (costs) on sale of assets2016-12-31$8,651,812
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN2016-12-31202368569
2015 : GREATBATCH, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,529,839
Total unrealized appreciation/depreciation of assets2015-12-31$1,529,839
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$16,518,871
Total loss/gain on sale of assets2015-12-31$382,173
Total of all expenses incurred2015-12-31$20,026,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,845,776
Expenses. Certain deemed distributions of participant loans2015-12-31$36,352
Value of total corrective distributions2015-12-31$727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,133,067
Value of total assets at end of year2015-12-31$179,437,272
Value of total assets at beginning of year2015-12-31$182,944,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$143,221
Total interest from all sources2015-12-31$137,126
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,365,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,365,074
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,179,207
Participant contributions at end of year2015-12-31$2,615,108
Participant contributions at beginning of year2015-12-31$2,907,910
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,358,638
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,412,159
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,662,957
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$3,027
Other income not declared elsewhere2015-12-31$-91,718
Administrative expenses (other) incurred2015-12-31$143,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,507,205
Value of net assets at end of year (total assets less liabilities)2015-12-31$179,437,272
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$182,944,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$125,935,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$68,455,416
Interest on participant loans2015-12-31$137,126
Value of interest in common/collective trusts at end of year2015-12-31$18,015,394
Value of interest in common/collective trusts at beginning of year2015-12-31$75,530,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,245,338
Net investment gain or loss from common/collective trusts2015-12-31$2,308,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$30,512,940
Assets. Invements in employer securities at beginning of year2015-12-31$29,718,011
Contributions received in cash from employer2015-12-31$2,290,903
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$3,920,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,842,749
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$5,015,264
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,633,091
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN2015-12-31202368569
2014 : GREATBATCH, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,920,403
Total unrealized appreciation/depreciation of assets2014-12-31$2,920,403
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$29,815,676
Total loss/gain on sale of assets2014-12-31$230,819
Total of all expenses incurred2014-12-31$15,414,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,201,889
Expenses. Certain deemed distributions of participant loans2014-12-31$156
Value of total corrective distributions2014-12-31$70,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,339,197
Value of total assets at end of year2014-12-31$182,944,477
Value of total assets at beginning of year2014-12-31$168,543,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$142,092
Total interest from all sources2014-12-31$144,626
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,764,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,764,463
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$10,638
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,565,813
Participant contributions at end of year2014-12-31$2,907,910
Participant contributions at beginning of year2014-12-31$2,600,647
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,412,159
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,584,321
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$157,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$52,638
Other income not declared elsewhere2014-12-31$79,778
Administrative expenses (other) incurred2014-12-31$142,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$14,401,078
Value of net assets at end of year (total assets less liabilities)2014-12-31$182,944,477
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$168,543,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$68,455,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$112,923,791
Interest on participant loans2014-12-31$144,626
Value of interest in common/collective trusts at end of year2014-12-31$75,530,815
Value of interest in common/collective trusts at beginning of year2014-12-31$20,458,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,612,894
Net investment gain or loss from common/collective trusts2014-12-31$4,723,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$29,718,011
Assets. Invements in employer securities at beginning of year2014-12-31$26,904,637
Contributions received in cash from employer2014-12-31$6,189,063
Employer contributions (assets) at end of year2014-12-31$3,920,166
Employer contributions (assets) at beginning of year2014-12-31$4,340,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,044,850
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,252,018
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$4,678,634
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,447,815
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN2014-12-31202368569
2013 : GREATBATCH, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$12,630,990
Total unrealized appreciation/depreciation of assets2013-12-31$12,630,990
Total transfer of assets to this plan2013-12-31$4,592,767
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$746
Total income from all sources (including contributions)2013-12-31$50,905,109
Total loss/gain on sale of assets2013-12-31$1,289,447
Total of all expenses incurred2013-12-31$12,830,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,560,773
Expenses. Certain deemed distributions of participant loans2013-12-31$5,668
Value of total corrective distributions2013-12-31$129,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,653,297
Value of total assets at end of year2013-12-31$168,543,399
Value of total assets at beginning of year2013-12-31$125,876,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$134,522
Total interest from all sources2013-12-31$126,099
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,612,696
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$3,586,570
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$10,638
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,835,481
Participant contributions at end of year2013-12-31$2,600,647
Participant contributions at beginning of year2013-12-31$2,296,411
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$26,787
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,247,736
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$69,517
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$52,638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$746
Other income not declared elsewhere2013-12-31$71,595
Administrative expenses (other) incurred2013-12-31$134,522
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$38,074,696
Value of net assets at end of year (total assets less liabilities)2013-12-31$168,543,399
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$125,875,936
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$112,923,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$85,213,332
Interest on participant loans2013-12-31$126,099
Value of interest in common/collective trusts at end of year2013-12-31$20,458,241
Value of interest in common/collective trusts at beginning of year2013-12-31$19,489,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,182,422
Net investment gain or loss from common/collective trusts2013-12-31$338,563
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
Assets. Invements in employer securities at end of year2013-12-31$26,904,637
Assets. Invements in employer securities at beginning of year2013-12-31$15,184,923
Contributions received in cash from employer2013-12-31$6,570,080
Employer contributions (assets) at end of year2013-12-31$4,340,789
Employer contributions (assets) at beginning of year2013-12-31$2,476,653
Income. Dividends from common stock2013-12-31$26,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,491,256
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,252,018
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,188,969
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
Aggregate proceeds on sale of assets2013-12-31$5,501,554
Aggregate carrying amount (costs) on sale of assets2013-12-31$4,212,107
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 name2013-12-31JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN2013-12-31202368569
2012 : GREATBATCH, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$538,424
Total unrealized appreciation/depreciation of assets2012-12-31$538,424
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$746
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$24,677,408
Total loss/gain on sale of assets2012-12-31$85,511
Total of all expenses incurred2012-12-31$9,350,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,220,132
Expenses. Certain deemed distributions of participant loans2012-12-31$3,404
Value of total corrective distributions2012-12-31$9,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,011,484
Value of total assets at end of year2012-12-31$125,876,682
Value of total assets at beginning of year2012-12-31$110,548,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$116,994
Total interest from all sources2012-12-31$114,324
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,970,769
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$1,952,621
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,733,720
Participant contributions at end of year2012-12-31$2,296,411
Participant contributions at beginning of year2012-12-31$2,099,674
Participant contributions at end of year2012-12-31$26,787
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,025,281
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$16,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$3,525
Administrative expenses (other) incurred2012-12-31$116,994
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$15,327,189
Value of net assets at end of year (total assets less liabilities)2012-12-31$125,875,936
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$110,548,747
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$85,213,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$73,464,879
Interest on participant loans2012-12-31$114,324
Value of interest in common/collective trusts at end of year2012-12-31$19,489,607
Value of interest in common/collective trusts at beginning of year2012-12-31$17,722,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,531,307
Net investment gain or loss from common/collective trusts2012-12-31$422,064
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
Assets. Invements in employer securities at end of year2012-12-31$15,184,923
Assets. Invements in employer securities at beginning of year2012-12-31$12,007,388
Contributions received in cash from employer2012-12-31$4,252,483
Employer contributions (assets) at end of year2012-12-31$2,476,653
Employer contributions (assets) at beginning of year2012-12-31$4,794,002
Income. Dividends from common stock2012-12-31$18,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,220,132
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,188,969
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$444,677
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
Aggregate proceeds on sale of assets2012-12-31$2,485,819
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,400,308
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN2012-12-31202368569
2011 : GREATBATCH, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,186,329
Total unrealized appreciation/depreciation of assets2011-12-31$-1,186,329
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$12,000,777
Total loss/gain on sale of assets2011-12-31$6,522
Total of all expenses incurred2011-12-31$8,032,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,766,190
Expenses. Certain deemed distributions of participant loans2011-12-31$5,313
Value of total corrective distributions2011-12-31$150,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,826,433
Value of total assets at end of year2011-12-31$110,548,747
Value of total assets at beginning of year2011-12-31$106,580,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$110,697
Total interest from all sources2011-12-31$109,947
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,615,949
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$1,610,249
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,849,749
Participant contributions at end of year2011-12-31$2,099,674
Participant contributions at beginning of year2011-12-31$1,778,491
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$614,898
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$34,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$16,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,976
Other income not declared elsewhere2011-12-31$1,652
Administrative expenses (other) incurred2011-12-31$110,697
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$3,968,531
Value of net assets at end of year (total assets less liabilities)2011-12-31$110,548,747
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$106,580,216
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$73,464,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$72,424,467
Interest on participant loans2011-12-31$109,947
Value of interest in common/collective trusts at end of year2011-12-31$17,722,047
Value of interest in common/collective trusts at beginning of year2011-12-31$17,309,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,874,889
Net investment gain or loss from common/collective trusts2011-12-31$501,492
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
Assets. Invements in employer securities at end of year2011-12-31$12,007,388
Assets. Invements in employer securities at beginning of year2011-12-31$14,670,545
Contributions received in cash from employer2011-12-31$6,361,786
Employer contributions (assets) at end of year2011-12-31$4,794,002
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from common stock2011-12-31$5,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,731,666
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$444,677
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$395,254
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
Aggregate proceeds on sale of assets2011-12-31$2,273,053
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,266,531
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 name2011-12-31JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN2011-12-31202368569
2010 : GREATBATCH, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,028,326
Total unrealized appreciation/depreciation of assets2010-12-31$3,028,326
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$20,578,528
Total loss/gain on sale of assets2010-12-31$156,675
Total of all expenses incurred2010-12-31$8,021,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,780,531
Value of total corrective distributions2010-12-31$133,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,233,539
Value of total assets at end of year2010-12-31$106,580,216
Value of total assets at beginning of year2010-12-31$94,022,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$106,959
Total interest from all sources2010-12-31$117,554
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,486,671
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$1,471,186
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,574,503
Participant contributions at end of year2010-12-31$1,778,491
Participant contributions at beginning of year2010-12-31$1,909,692
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$185,762
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,976
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,161
Other income not declared elsewhere2010-12-31$3,080
Administrative expenses (other) incurred2010-12-31$106,959
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$12,557,471
Value of net assets at end of year (total assets less liabilities)2010-12-31$106,580,216
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$94,022,745
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$72,424,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$62,211,214
Interest on participant loans2010-12-31$117,554
Value of interest in common/collective trusts at end of year2010-12-31$17,309,483
Value of interest in common/collective trusts at beginning of year2010-12-31$16,176,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,079,113
Net investment gain or loss from common/collective trusts2010-12-31$473,570
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
Assets. Invements in employer securities at end of year2010-12-31$14,670,545
Assets. Invements in employer securities at beginning of year2010-12-31$13,217,485
Contributions received in cash from employer2010-12-31$1,473,274
Income. Dividends from common stock2010-12-31$15,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,780,531
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$395,254
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$504,046
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
Aggregate proceeds on sale of assets2010-12-31$2,170,909
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,014,234
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 name2010-12-31JEFFREY L. OFFHAUS CPA, LLC
Accountancy firm EIN2010-12-31202368569

Form 5500 Responses for GREATBATCH, INC. 401(K) RETIREMENT PLAN

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

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