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EPCOS RETIREMENT PLAN 401k Plan overview

Plan NameEPCOS RETIREMENT PLAN
Plan identification number 002

EPCOS RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:EPCOS, INC.
Employer identification number (EIN):221848619
NAIC Classification:334410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPCOS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01LORI SZCEPANIK2020-10-15 LORI SZCEPANIK2020-10-15
0022018-01-01LORI SZCEPANIK2019-10-10 LORI SZCEPANIK2019-10-10
0022017-01-01
0022016-01-01LORI SZCZEPANIK LORI SZCZEPANIK2017-10-16
0022015-01-01ACHIM BUECKLERS ACHIM BUECKLERS2016-10-10
0022014-01-01ACHIM BUECKLERS ACHIM BUECKLERS2015-10-15
0022013-01-01ACHIM BUECKLERS ACHIM BUECKLERS2014-10-15
0022012-01-01ACHIM BUECKLERS ACHIM BUECKLERS2013-10-15
0022011-01-01ACHIM BUECKLERS ACHIM BUECKLERS2012-10-12
0022009-01-01ACHIM BUECKLERS ACHIM BUECKLERS2010-10-14

Plan Statistics for EPCOS RETIREMENT PLAN

401k plan membership statisitcs for EPCOS RETIREMENT PLAN

Measure Date Value
2019: EPCOS RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3161,873,535
Acturial value of plan assets2019-12-3165,662,962
Funding target for retired participants and beneficiaries receiving payment2019-12-3123,642,650
Number of terminated vested participants2019-12-31203
Fundng target for terminated vested participants2019-12-3118,624,087
Active participant vested funding target2019-12-318,752,164
Number of active participants2019-12-3155
Total funding liabilities for active participants2019-12-319,358,348
Total participant count2019-12-31425
Total funding target for all participants2019-12-3151,625,085
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-314,737,927
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,011,305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31721,563
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01425
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EPCOS RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3162,540,328
Acturial value of plan assets2018-12-3160,546,539
Funding target for retired participants and beneficiaries receiving payment2018-12-3122,293,493
Number of terminated vested participants2018-12-31211
Fundng target for terminated vested participants2018-12-3117,865,605
Active participant vested funding target2018-12-317,565,419
Number of active participants2018-12-3156
Total funding liabilities for active participants2018-12-318,441,381
Total participant count2018-12-31421
Total funding target for all participants2018-12-3148,600,479
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-313,533,609
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,744,919
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-315,210,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-314,737,927
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31691,079
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-314,737,927
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01421
Total number of active participants reported on line 7a of the Form 55002018-01-0155
Number of retired or separated participants receiving benefits2018-01-01142
Number of other retired or separated participants entitled to future benefits2018-01-01203
Total of all active and inactive participants2018-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0125
Total participants2018-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: EPCOS RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3155,549,886
Acturial value of plan assets2017-12-3157,167,663
Funding target for retired participants and beneficiaries receiving payment2017-12-3119,896,641
Number of terminated vested participants2017-12-31228
Fundng target for terminated vested participants2017-12-3113,737,494
Active participant vested funding target2017-12-3110,277,074
Number of active participants2017-12-31135
Total funding liabilities for active participants2017-12-3111,354,203
Total participant count2017-12-31510
Total funding target for all participants2017-12-3144,988,338
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-316,742,891
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-313,900,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-313,533,609
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31662,654
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-313,533,609
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01510
Total number of active participants reported on line 7a of the Form 55002017-01-0156
Number of retired or separated participants receiving benefits2017-01-01133
Number of other retired or separated participants entitled to future benefits2017-01-01211
Total of all active and inactive participants2017-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0121
Total participants2017-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: EPCOS RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3148,293,202
Acturial value of plan assets2016-12-3150,961,911
Funding target for retired participants and beneficiaries receiving payment2016-12-3118,757,020
Number of terminated vested participants2016-12-31233
Fundng target for terminated vested participants2016-12-3113,304,082
Active participant vested funding target2016-12-319,664,289
Number of active participants2016-12-31119
Total funding liabilities for active participants2016-12-3111,046,540
Total participant count2016-12-31494
Total funding target for all participants2016-12-3143,107,642
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-312,902,776
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-313,087,393
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-316,970,276
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-316,351,631
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,143,401
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-316,351,631
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01494
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-01128
Number of other retired or separated participants entitled to future benefits2016-01-01228
Total of all active and inactive participants2016-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0119
Total participants2016-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: EPCOS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01476
Total number of active participants reported on line 7a of the Form 55002015-01-01119
Number of retired or separated participants receiving benefits2015-01-01122
Number of other retired or separated participants entitled to future benefits2015-01-01233
Total of all active and inactive participants2015-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0120
Total participants2015-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: EPCOS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01465
Total number of active participants reported on line 7a of the Form 55002014-01-01104
Number of retired or separated participants receiving benefits2014-01-01120
Number of other retired or separated participants entitled to future benefits2014-01-01237
Total of all active and inactive participants2014-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0115
Total participants2014-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: EPCOS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01445
Total number of active participants reported on line 7a of the Form 55002013-01-0198
Number of retired or separated participants receiving benefits2013-01-01111
Number of other retired or separated participants entitled to future benefits2013-01-01240
Total of all active and inactive participants2013-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0116
Total participants2013-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: EPCOS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01444
Total number of active participants reported on line 7a of the Form 55002012-01-0174
Number of retired or separated participants receiving benefits2012-01-01104
Number of other retired or separated participants entitled to future benefits2012-01-01249
Total of all active and inactive participants2012-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0118
Total participants2012-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: EPCOS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01455
Total number of active participants reported on line 7a of the Form 55002011-01-0175
Number of retired or separated participants receiving benefits2011-01-0197
Number of other retired or separated participants entitled to future benefits2011-01-01256
Total of all active and inactive participants2011-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0116
Total participants2011-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: EPCOS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01454
Total number of active participants reported on line 7a of the Form 55002009-01-01191
Number of retired or separated participants receiving benefits2009-01-0184
Number of other retired or separated participants entitled to future benefits2009-01-01170
Total of all active and inactive participants2009-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0112
Total participants2009-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on EPCOS RETIREMENT PLAN

Measure Date Value
2019 : EPCOS RETIREMENT PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$71,171,768
Total transfer of assets from this plan2019-12-31$71,171,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,970
Total income from all sources (including contributions)2019-12-31$11,383,013
Total income from all sources (including contributions)2019-12-31$11,383,013
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$2,283,475
Total of all expenses incurred2019-12-31$2,283,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,238,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,238,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$62,082,200
Value of total assets at beginning of year2019-12-31$62,082,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,389
Total interest from all sources2019-12-31$8,970
Total interest from all sources2019-12-31$8,970
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$521,475
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$521,475
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
Administrative expenses professional fees incurred2019-12-31$45,389
Administrative expenses professional fees incurred2019-12-31$45,389
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,970
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$117,461
Total non interest bearing cash at beginning of year2019-12-31$117,461
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$9,099,538
Value of net income/loss2019-12-31$9,099,538
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,072,230
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,072,230
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 beginning of year2019-12-31$2,727,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,727,886
Value of interest in pooled separate accounts at beginning of year2019-12-31$53,789,975
Value of interest in pooled separate accounts at beginning of year2019-12-31$53,789,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$236,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$236,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$236,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$236,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$347,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$347,062
Net investment gain/loss from pooled separate accounts2019-12-31$10,505,506
Net investment gain/loss from pooled separate accounts2019-12-31$10,505,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$5,210,000
Employer contributions (assets) at beginning of year2019-12-31$5,210,000
Income. Dividends from common stock2019-12-31$521,475
Income. Dividends from common stock2019-12-31$521,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,238,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,238,086
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 PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
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 name2019-12-31COHNREZNICK LLP
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : EPCOS RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,970
Total income from all sources (including contributions)2018-12-31$1,547,765
Total of all expenses incurred2018-12-31$2,170,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,110,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,210,000
Value of total assets at end of year2018-12-31$62,082,200
Value of total assets at beginning of year2018-12-31$62,695,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$60,483
Total interest from all sources2018-12-31$4,424
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$102,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$50,513
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,970
Administrative expenses (other) incurred2018-12-31$9,970
Total non interest bearing cash at end of year2018-12-31$117,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-623,179
Value of net assets at end of year (total assets less liabilities)2018-12-31$62,072,230
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$62,695,409
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$2,727,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$58,612,287
Value of interest in pooled separate accounts at end of year2018-12-31$53,789,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$236,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$183,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$183,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,424
Net investment gain/loss from pooled separate accounts2018-12-31$-3,769,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,210,000
Employer contributions (assets) at end of year2018-12-31$5,210,000
Employer contributions (assets) at beginning of year2018-12-31$3,900,000
Income. Dividends from common stock2018-12-31$102,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,110,461
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 name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : EPCOS RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$10,527,393
Total of all expenses incurred2017-12-31$3,609,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,573,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,900,000
Value of total assets at end of year2017-12-31$62,695,409
Value of total assets at beginning of year2017-12-31$55,777,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,215
Total interest from all sources2017-12-31$1,166
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$69,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$69,193
Administrative expenses professional fees incurred2017-12-31$36,215
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,918,138
Value of net assets at end of year (total assets less liabilities)2017-12-31$62,695,409
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$55,777,271
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$58,612,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,650,575
Interest earned on other investments2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$183,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$156,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$156,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$112,381
Net investment gain/loss from pooled separate accounts2017-12-31$6,444,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,900,000
Employer contributions (assets) at end of year2017-12-31$3,900,000
Employer contributions (assets) at beginning of year2017-12-31$6,970,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,573,040
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG
Accountancy firm EIN2017-12-31346565596
2016 : EPCOS RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$9,260,118
Total of all expenses incurred2016-12-31$1,849,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,825,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,970,276
Value of total assets at end of year2016-12-31$55,777,271
Value of total assets at beginning of year2016-12-31$48,366,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,733
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$67,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$67,860
Administrative expenses professional fees incurred2016-12-31$23,733
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$8,780
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$7,411,094
Value of net assets at end of year (total assets less liabilities)2016-12-31$55,777,271
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,366,177
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$48,650,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$45,076,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$156,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$129,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$129,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$57,817
Net investment gain/loss from pooled separate accounts2016-12-31$2,155,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,970,276
Employer contributions (assets) at end of year2016-12-31$6,970,276
Employer contributions (assets) at beginning of year2016-12-31$3,160,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,825,291
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG
Accountancy firm EIN2016-12-31346565596
2015 : EPCOS RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,951,227
Total of all expenses incurred2015-12-31$1,862,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,799,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,160,368
Value of total assets at end of year2015-12-31$48,366,177
Value of total assets at beginning of year2015-12-31$47,277,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$63,175
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$54,653
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$54,653
Administrative expenses professional fees incurred2015-12-31$63,175
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,088,907
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,366,177
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,277,270
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$45,076,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,035,105
Value of interest in pooled separate accounts at beginning of year2015-12-31$41,958,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$129,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$123,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$123,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$51,320
Net investment gain/loss from pooled separate accounts2015-12-31$-315,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,160,368
Employer contributions (assets) at end of year2015-12-31$3,160,368
Employer contributions (assets) at beginning of year2015-12-31$3,160,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,799,145
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG
Accountancy firm EIN2015-12-31346565596
2014 : EPCOS RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,673,630
Total of all expenses incurred2014-12-31$1,668,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,588,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,160,368
Value of total assets at end of year2014-12-31$47,277,270
Value of total assets at beginning of year2014-12-31$44,271,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$79,845
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$43,693
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$43,693
Administrative expenses professional fees incurred2014-12-31$79,845
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,005,513
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,277,270
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$44,271,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,035,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,477,728
Value of interest in pooled separate accounts at end of year2014-12-31$41,958,147
Value of interest in pooled separate accounts at beginning of year2014-12-31$39,497,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$123,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$136,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$136,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$418,873
Net investment gain/loss from pooled separate accounts2014-12-31$1,050,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,160,368
Employer contributions (assets) at end of year2014-12-31$3,160,368
Employer contributions (assets) at beginning of year2014-12-31$3,160,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,588,272
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG
Accountancy firm EIN2014-12-31346565596
2013 : EPCOS RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,817,147
Total of all expenses incurred2013-12-31$1,485,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,481,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,160,368
Value of total assets at end of year2013-12-31$44,271,757
Value of total assets at beginning of year2013-12-31$38,940,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,677
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$34,455
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$34,455
Administrative expenses professional fees incurred2013-12-31$4,677
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,331,365
Value of net assets at end of year (total assets less liabilities)2013-12-31$44,271,757
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,940,392
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$1,477,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,344,210
Value of interest in pooled separate accounts at end of year2013-12-31$39,497,191
Value of interest in pooled separate accounts at beginning of year2013-12-31$34,324,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$136,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$111,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$111,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,251
Net investment gain/loss from pooled separate accounts2013-12-31$3,618,073
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 beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$3,160,368
Employer contributions (assets) at end of year2013-12-31$3,160,368
Employer contributions (assets) at beginning of year2013-12-31$3,160,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,481,105
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG
Accountancy firm EIN2013-12-31346565596
2012 : EPCOS RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$9,361,142
Total of all expenses incurred2012-12-31$1,314,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,291,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,530,644
Value of total assets at end of year2012-12-31$38,940,392
Value of total assets at beginning of year2012-12-31$30,894,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,657
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$25,778
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$25,778
Administrative expenses professional fees incurred2012-12-31$23,657
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,046,375
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,940,392
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$30,894,017
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$1,344,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,074,001
Value of interest in pooled separate accounts at end of year2012-12-31$34,324,145
Value of interest in pooled separate accounts at beginning of year2012-12-31$28,959,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$111,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$70,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$70,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$149,619
Net investment gain/loss from pooled separate accounts2012-12-31$3,655,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,530,644
Employer contributions (assets) at end of year2012-12-31$3,160,368
Employer contributions (assets) at beginning of year2012-12-31$790,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,291,110
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG
Accountancy firm EIN2012-12-31346565596
2011 : EPCOS RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,889,859
Total loss/gain on sale of assets2011-12-31$-298,949
Total of all expenses incurred2011-12-31$1,188,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,173,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,434,350
Value of total assets at end of year2011-12-31$30,894,017
Value of total assets at beginning of year2011-12-31$29,192,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,047
Total interest from all sources2011-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$20,120
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$20,120
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,701,204
Value of net assets at end of year (total assets less liabilities)2011-12-31$30,894,017
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,192,813
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$1,074,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$877,248
Value of interest in pooled separate accounts at end of year2011-12-31$28,959,649
Value of interest in pooled separate accounts at beginning of year2011-12-31$26,158,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$70,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$160,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$160,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$37,396
Net investment gain/loss from pooled separate accounts2011-12-31$-303,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,434,350
Employer contributions (assets) at end of year2011-12-31$790,092
Employer contributions (assets) at beginning of year2011-12-31$1,996,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,173,608
Contract administrator fees2011-12-31$15,047
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-298,949
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 name2011-12-31ERNST & YOUNG
Accountancy firm EIN2011-12-31346565596
2010 : EPCOS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,670,724
Total loss/gain on sale of assets2010-12-31$112,476
Total of all expenses incurred2010-12-31$1,089,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,048,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,571,173
Value of total assets at end of year2010-12-31$29,192,813
Value of total assets at beginning of year2010-12-31$23,611,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,729
Total interest from all sources2010-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$77,051
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$77,051
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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$5,581,708
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,192,813
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,611,105
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$877,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,458,171
Value of interest in pooled separate accounts at end of year2010-12-31$26,158,338
Value of interest in pooled separate accounts at beginning of year2010-12-31$21,560,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$160,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$458,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$458,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$168,479
Net investment gain/loss from pooled separate accounts2010-12-31$2,741,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,571,173
Employer contributions (assets) at end of year2010-12-31$1,996,989
Employer contributions (assets) at beginning of year2010-12-31$134,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,048,287
Contract administrator fees2010-12-31$40,729
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$112,476
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 name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596
2009 : EPCOS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EPCOS RETIREMENT PLAN

2019: EPCOS 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 filingYes
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EPCOS 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: EPCOS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: EPCOS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EPCOS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EPCOS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EPCOS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EPCOS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EPCOS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: EPCOS 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12935
Policy instance 1
Insurance contract or identification numberSA 12935
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12935
Policy instance 1
Insurance contract or identification numberSA 12935
Number of Individuals Covered425
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Other information about contractGROUP ANNUITY
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12935
Policy instance 1
Insurance contract or identification numberSA 12935
Number of Individuals Covered421
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Other information about contractGROUP ANNUITY
Insurance broker organization code?3
Insurance broker nameNONE

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