EPCOS, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2019: EPCOS RETIREMENT PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 61,873,535 |
Acturial value of plan assets | 2019-12-31 | 65,662,962 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 23,642,650 |
Number of terminated vested participants | 2019-12-31 | 203 |
Fundng target for terminated vested participants | 2019-12-31 | 18,624,087 |
Active participant vested funding target | 2019-12-31 | 8,752,164 |
Number of active participants | 2019-12-31 | 55 |
Total funding liabilities for active participants | 2019-12-31 | 9,358,348 |
Total participant count | 2019-12-31 | 425 |
Total funding target for all participants | 2019-12-31 | 51,625,085 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 4,737,927 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 5,011,305 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 721,563 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 425 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: EPCOS RETIREMENT PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 62,540,328 |
Acturial value of plan assets | 2018-12-31 | 60,546,539 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 22,293,493 |
Number of terminated vested participants | 2018-12-31 | 211 |
Fundng target for terminated vested participants | 2018-12-31 | 17,865,605 |
Active participant vested funding target | 2018-12-31 | 7,565,419 |
Number of active participants | 2018-12-31 | 56 |
Total funding liabilities for active participants | 2018-12-31 | 8,441,381 |
Total participant count | 2018-12-31 | 421 |
Total funding target for all participants | 2018-12-31 | 48,600,479 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 3,533,609 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 3,744,919 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 5,210,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 4,737,927 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 691,079 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 4,737,927 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 421 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 142 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 203 |
Total of all active and inactive participants | 2018-01-01 | 400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 25 |
Total participants | 2018-01-01 | 425 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: EPCOS RETIREMENT PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 55,549,886 |
Acturial value of plan assets | 2017-12-31 | 57,167,663 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 19,896,641 |
Number of terminated vested participants | 2017-12-31 | 228 |
Fundng target for terminated vested participants | 2017-12-31 | 13,737,494 |
Active participant vested funding target | 2017-12-31 | 10,277,074 |
Number of active participants | 2017-12-31 | 135 |
Total funding liabilities for active participants | 2017-12-31 | 11,354,203 |
Total participant count | 2017-12-31 | 510 |
Total funding target for all participants | 2017-12-31 | 44,988,338 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 6,742,891 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 3,900,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 3,533,609 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 662,654 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 3,533,609 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 510 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 133 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 211 |
Total of all active and inactive participants | 2017-01-01 | 400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 21 |
Total participants | 2017-01-01 | 421 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: EPCOS RETIREMENT PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 48,293,202 |
Acturial value of plan assets | 2016-12-31 | 50,961,911 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 18,757,020 |
Number of terminated vested participants | 2016-12-31 | 233 |
Fundng target for terminated vested participants | 2016-12-31 | 13,304,082 |
Active participant vested funding target | 2016-12-31 | 9,664,289 |
Number of active participants | 2016-12-31 | 119 |
Total funding liabilities for active participants | 2016-12-31 | 11,046,540 |
Total participant count | 2016-12-31 | 494 |
Total funding target for all participants | 2016-12-31 | 43,107,642 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 2,902,776 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 3,087,393 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 6,970,276 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 6,351,631 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,143,401 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 6,351,631 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 494 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 135 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 128 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 228 |
Total of all active and inactive participants | 2016-01-01 | 491 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 19 |
Total participants | 2016-01-01 | 510 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: EPCOS RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 476 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 119 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 122 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 233 |
Total of all active and inactive participants | 2015-01-01 | 474 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 20 |
Total participants | 2015-01-01 | 494 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
2014: EPCOS RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 465 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 120 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 237 |
Total of all active and inactive participants | 2014-01-01 | 461 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 15 |
Total participants | 2014-01-01 | 476 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: EPCOS RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 445 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 111 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 240 |
Total of all active and inactive participants | 2013-01-01 | 449 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 16 |
Total participants | 2013-01-01 | 465 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: EPCOS RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 444 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 104 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 249 |
Total of all active and inactive participants | 2012-01-01 | 427 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 18 |
Total participants | 2012-01-01 | 445 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: EPCOS RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 455 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 97 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 256 |
Total of all active and inactive participants | 2011-01-01 | 428 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 16 |
Total participants | 2011-01-01 | 444 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 11 |
2009: EPCOS RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 454 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 191 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 84 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 170 |
Total of all active and inactive participants | 2009-01-01 | 445 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 12 |
Total participants | 2009-01-01 | 457 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 10 |
Measure | Date | Value |
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2019 : EPCOS RETIREMENT PLAN 2019 401k financial data |
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Total transfer of assets from this plan | 2019-12-31 | $71,171,768 |
Total transfer of assets from this plan | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,283,475 |
Total of all expenses incurred | 2019-12-31 | $2,283,475 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,238,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $0 |
Value of total assets at beginning of year | 2019-12-31 | $62,082,200 |
Value of total assets at beginning of year | 2019-12-31 | $62,082,200 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $45,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $45,389 |
Total interest from all sources | 2019-12-31 | $8,970 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $45,389 |
Administrative expenses professional fees incurred | 2019-12-31 | $45,389 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $9,970 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $9,970 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $117,461 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $9,099,538 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,727,886 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,727,886 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $53,789,975 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $53,789,975 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $236,878 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $236,878 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $236,878 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 accounts | 2019-12-31 | $10,505,506 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $10,505,506 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $5,210,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $5,210,000 |
Income. Dividends from common stock | 2019-12-31 | $521,475 |
Income. Dividends from common stock | 2019-12-31 | $521,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,238,086 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,238,086 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | Yes |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2019-12-31 | 221478099 |
Accountancy firm EIN | 2019-12-31 | 221478099 |
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 incurred | 2018-12-31 | $2,170,944 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $62,082,200 |
Value of total assets at beginning of year | 2018-12-31 | $62,695,409 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $60,483 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $50,513 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $9,970 |
Administrative expenses (other) incurred | 2018-12-31 | $9,970 |
Total non interest bearing cash at end of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,727,886 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $58,612,287 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $53,789,975 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $236,878 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $183,122 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 accounts | 2018-12-31 | $-3,769,221 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $5,210,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $5,210,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $3,900,000 |
Income. Dividends from common stock | 2018-12-31 | $102,562 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,110,461 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2018-12-31 | 221478099 |
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 incurred | 2017-12-31 | $3,609,255 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $62,695,409 |
Value of total assets at beginning of year | 2017-12-31 | $55,777,271 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $36,215 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $69,193 |
Administrative expenses professional fees incurred | 2017-12-31 | $36,215 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $58,612,287 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $48,650,575 |
Interest earned on other investments | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $183,122 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $156,420 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 accounts | 2017-12-31 | $6,444,653 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $3,900,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $3,900,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $6,970,276 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,573,040 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2017-12-31 | 346565596 |
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 incurred | 2016-12-31 | $1,849,024 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $55,777,271 |
Value of total assets at beginning of year | 2016-12-31 | $48,366,177 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $67,860 |
Administrative expenses professional fees incurred | 2016-12-31 | $23,733 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other income not declared elsewhere | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $48,650,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $45,076,328 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $156,420 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $129,481 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 accounts | 2016-12-31 | $2,155,385 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $6,970,276 |
Employer contributions (assets) at end of year | 2016-12-31 | $6,970,276 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,160,368 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,825,291 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2016-12-31 | 346565596 |
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 incurred | 2015-12-31 | $1,862,320 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $48,366,177 |
Value of total assets at beginning of year | 2015-12-31 | $47,277,270 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $54,653 |
Administrative expenses professional fees incurred | 2015-12-31 | $63,175 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $45,076,328 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,035,105 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $41,958,147 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $129,481 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $123,650 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 accounts | 2015-12-31 | $-315,114 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $3,160,368 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,160,368 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $3,160,368 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,799,145 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2015-12-31 | 346565596 |
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 incurred | 2014-12-31 | $1,668,117 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $47,277,270 |
Value of total assets at beginning of year | 2014-12-31 | $44,271,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $43,693 |
Administrative expenses professional fees incurred | 2014-12-31 | $79,845 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,035,105 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,477,728 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $41,958,147 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $39,497,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $123,650 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $136,470 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 accounts | 2014-12-31 | $1,050,696 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $3,160,368 |
Employer contributions (assets) at end of year | 2014-12-31 | $3,160,368 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $3,160,368 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,588,272 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2014-12-31 | 346565596 |
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 incurred | 2013-12-31 | $1,485,782 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $44,271,757 |
Value of total assets at beginning of year | 2013-12-31 | $38,940,392 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $34,455 |
Administrative expenses professional fees incurred | 2013-12-31 | $4,677 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,477,728 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,344,210 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $39,497,191 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $34,324,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $136,470 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $111,669 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 accounts | 2013-12-31 | $3,618,073 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $3,160,368 |
Employer contributions (assets) at end of year | 2013-12-31 | $3,160,368 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $3,160,368 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,481,105 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2013-12-31 | 346565596 |
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 incurred | 2012-12-31 | $1,314,767 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $38,940,392 |
Value of total assets at beginning of year | 2012-12-31 | $30,894,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $25,778 |
Administrative expenses professional fees incurred | 2012-12-31 | $23,657 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,344,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,074,001 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $34,324,145 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $28,959,649 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $111,669 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $70,275 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 accounts | 2012-12-31 | $3,655,101 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $5,530,644 |
Employer contributions (assets) at end of year | 2012-12-31 | $3,160,368 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $790,092 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,291,110 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2012-12-31 | 346565596 |
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 assets | 2011-12-31 | $-298,949 |
Total of all expenses incurred | 2011-12-31 | $1,188,655 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $30,894,017 |
Value of total assets at beginning of year | 2011-12-31 | $29,192,813 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,047 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $20,120 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,074,001 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $877,248 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $28,959,649 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $26,158,338 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $70,275 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $160,238 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 accounts | 2011-12-31 | $-303,088 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,434,350 |
Employer contributions (assets) at end of year | 2011-12-31 | $790,092 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,996,989 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,173,608 |
Contract administrator fees | 2011-12-31 | $15,047 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $-298,949 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : EPCOS RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $112,476 |
Total of all expenses incurred | 2010-12-31 | $1,089,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $29,192,813 |
Value of total assets at beginning of year | 2010-12-31 | $23,611,105 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $40,729 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $77,051 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $877,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,458,171 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $26,158,338 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $21,560,836 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $160,238 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $458,098 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 accounts | 2010-12-31 | $2,741,534 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,571,173 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,996,989 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $134,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,048,287 |
Contract administrator fees | 2010-12-31 | $40,729 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $112,476 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2010-12-31 | 346565596 |
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 securities | 2009-12-31 | $0 |