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PENSION PLAN OF SUBARU OF AMERICA, INC. 401k Plan overview

Plan NamePENSION PLAN OF SUBARU OF AMERICA, INC.
Plan identification number 003

PENSION PLAN OF SUBARU OF AMERICA, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SUBARU OF AMERICA , INC. has sponsored the creation of one or more 401k plans.

Company Name:SUBARU OF AMERICA , INC.
Employer identification number (EIN):231693419
NAIC Classification:423100

Additional information about SUBARU OF AMERICA , INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2283281

More information about SUBARU OF AMERICA , INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF SUBARU OF AMERICA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01KAREN GIBSON
0032016-01-01KAREN GIBSON
0032016-01-01
0032016-01-01KAREN GIBSON2017-10-02
0032015-01-01KAREN GIBSON
0032014-01-01KAREN GIBSON
0032014-01-01KAREN GIBSON
0032013-01-01KAREN GIBSON KAREN GIBSON2014-10-03
0032012-01-01KAREN GIBSON KAREN GIBSON2013-10-08
0032011-01-01KAREN GIBSON KAREN GIBSON2012-10-10
0032010-01-01KAREN GIBSON KAREN GIBSON2012-06-03
0032009-01-01KAREN GIBSON KAREN GIBSON2012-06-03

Plan Statistics for PENSION PLAN OF SUBARU OF AMERICA, INC.

401k plan membership statisitcs for PENSION PLAN OF SUBARU OF AMERICA, INC.

Measure Date Value
2023: PENSION PLAN OF SUBARU OF AMERICA, INC. 2023 401k membership
Total participants, beginning-of-year2023-01-011,564
Total number of active participants reported on line 7a of the Form 55002023-01-011,259
Number of retired or separated participants receiving benefits2023-01-0120
Number of other retired or separated participants entitled to future benefits2023-01-01358
Total of all active and inactive participants2023-01-011,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0116
Total participants2023-01-011,653
Number of participants with account balances2023-01-011,493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0122
2022: PENSION PLAN OF SUBARU OF AMERICA, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-011,499
Total number of active participants reported on line 7a of the Form 55002022-01-011,227
Number of retired or separated participants receiving benefits2022-01-0126
Number of other retired or separated participants entitled to future benefits2022-01-01293
Total of all active and inactive participants2022-01-011,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0118
Total participants2022-01-011,564
Number of participants with account balances2022-01-011,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0144
2021: PENSION PLAN OF SUBARU OF AMERICA, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-011,382
Total number of active participants reported on line 7a of the Form 55002021-01-011,198
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01273
Total of all active and inactive participants2021-01-011,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0121
Total participants2021-01-011,499
Number of participants with account balances2021-01-011,421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0145
2020: PENSION PLAN OF SUBARU OF AMERICA, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-011,429
Total number of active participants reported on line 7a of the Form 55002020-01-011,161
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01197
Total of all active and inactive participants2020-01-011,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0119
Total participants2020-01-011,382
Number of participants with account balances2020-01-011,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: PENSION PLAN OF SUBARU OF AMERICA, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-011,323
Total number of active participants reported on line 7a of the Form 55002019-01-011,166
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-01236
Total of all active and inactive participants2019-01-011,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-011,429
Number of participants with account balances2019-01-011,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: PENSION PLAN OF SUBARU OF AMERICA, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-011,204
Total number of active participants reported on line 7a of the Form 55002018-01-011,130
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-01171
Total of all active and inactive participants2018-01-011,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-011,323
Number of participants with account balances2018-01-011,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: PENSION PLAN OF SUBARU OF AMERICA, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-011,106
Total number of active participants reported on line 7a of the Form 55002017-01-011,004
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-01183
Total of all active and inactive participants2017-01-011,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-011,204
Number of participants with account balances2017-01-011,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: PENSION PLAN OF SUBARU OF AMERICA, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-011,018
Total number of active participants reported on line 7a of the Form 55002016-01-01969
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01125
Total of all active and inactive participants2016-01-011,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-011,106
Number of participants with account balances2016-01-011,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: PENSION PLAN OF SUBARU OF AMERICA, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01963
Total number of active participants reported on line 7a of the Form 55002015-01-01885
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-01123
Total of all active and inactive participants2015-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-011,018
Number of participants with account balances2015-01-01940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: PENSION PLAN OF SUBARU OF AMERICA, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01932
Total number of active participants reported on line 7a of the Form 55002014-01-01850
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01102
Total of all active and inactive participants2014-01-01959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01963
Number of participants with account balances2014-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: PENSION PLAN OF SUBARU OF AMERICA, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01880
Total number of active participants reported on line 7a of the Form 55002013-01-01811
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01114
Total of all active and inactive participants2013-01-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01932
Number of participants with account balances2013-01-01839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: PENSION PLAN OF SUBARU OF AMERICA, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01875
Total number of active participants reported on line 7a of the Form 55002012-01-01769
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-0198
Total of all active and inactive participants2012-01-01875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01880
Number of participants with account balances2012-01-01835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: PENSION PLAN OF SUBARU OF AMERICA, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01835
Total number of active participants reported on line 7a of the Form 55002011-01-01770
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0195
Total of all active and inactive participants2011-01-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01875
Number of participants with account balances2011-01-01820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: PENSION PLAN OF SUBARU OF AMERICA, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01917
Total number of active participants reported on line 7a of the Form 55002010-01-01722
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-01105
Total of all active and inactive participants2010-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01835
Number of participants with account balances2010-01-01826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: PENSION PLAN OF SUBARU OF AMERICA, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01917
Total number of active participants reported on line 7a of the Form 55002009-01-01772
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01140
Total of all active and inactive participants2009-01-01915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01917
Number of participants with account balances2009-01-01865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on PENSION PLAN OF SUBARU OF AMERICA, INC.

Measure Date Value
2023 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$134,767
Total unrealized appreciation/depreciation of assets2023-12-31$134,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,939,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$3,159,123
Total income from all sources (including contributions)2023-12-31$32,830,438
Total loss/gain on sale of assets2023-12-31$-9,994
Total of all expenses incurred2023-12-31$9,404,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,406,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,757,828
Value of total assets at end of year2023-12-31$152,450,506
Value of total assets at beginning of year2023-12-31$130,243,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$-2,199
Total interest from all sources2023-12-31$547,902
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,401,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,388,856
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$25,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$23,426,412
Value of net assets at end of year (total assets less liabilities)2023-12-31$150,510,729
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$127,084,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$44,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$131,664,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$110,338,069
Income. Interest from US Government securities2023-12-31$281
Income. Interest from corporate debt instruments2023-12-31$151
Value of interest in common/collective trusts at end of year2023-12-31$4,737,620
Value of interest in common/collective trusts at beginning of year2023-12-31$5,733,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$14,950,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$11,782,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$11,782,657
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$547,470
Asset value of US Government securities at end of year2023-12-31$224,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$19,907,798
Net investment gain or loss from common/collective trusts2023-12-31$90,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$8,757,828
Employer contributions (assets) at end of year2023-12-31$107,646
Employer contributions (assets) at beginning of year2023-12-31$1,845,513
Income. Dividends from common stock2023-12-31$13,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,406,225
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$20,363
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$744,946
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$543,321
Liabilities. Value of benefit claims payable at end of year2023-12-31$1,939,777
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$3,159,123
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$450,343
Aggregate carrying amount (costs) on sale of assets2023-12-31$460,337
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
2022 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-246,352
Total unrealized appreciation/depreciation of assets2022-12-31$-246,352
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,159,123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,877,368
Total income from all sources (including contributions)2022-12-31$-18,819,003
Total loss/gain on sale of assets2022-12-31$-21,560
Total of all expenses incurred2022-12-31$9,036,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,034,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,095,695
Value of total assets at end of year2022-12-31$130,243,440
Value of total assets at beginning of year2022-12-31$157,817,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,826
Total interest from all sources2022-12-31$142,121
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,381,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,372,466
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$2,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,855,880
Value of net assets at end of year (total assets less liabilities)2022-12-31$127,084,317
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$154,940,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$110,338,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$138,907,130
Value of interest in common/collective trusts at end of year2022-12-31$5,733,880
Value of interest in common/collective trusts at beginning of year2022-12-31$5,490,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$11,782,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,830,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,830,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$142,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-35,242,530
Net investment gain or loss from common/collective trusts2022-12-31$71,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,095,695
Employer contributions (assets) at end of year2022-12-31$1,845,513
Employer contributions (assets) at beginning of year2022-12-31$1,809,359
Income. Dividends from common stock2022-12-31$9,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,034,051
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$543,321
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$779,717
Liabilities. Value of benefit claims payable at end of year2022-12-31$3,159,123
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,877,368
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$131,698
Aggregate carrying amount (costs) on sale of assets2022-12-31$153,258
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$70,877
Total unrealized appreciation/depreciation of assets2021-12-31$70,877
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,877,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,532,305
Total income from all sources (including contributions)2021-12-31$27,615,788
Total loss/gain on sale of assets2021-12-31$16,222
Total of all expenses incurred2021-12-31$9,275,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,271,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,009,359
Value of total assets at end of year2021-12-31$157,817,565
Value of total assets at beginning of year2021-12-31$140,132,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,199
Total interest from all sources2021-12-31$1,001
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,312,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$11,305,420
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$8,009,359
Amount contributed by the employer to the plan for this plan year2021-12-31$8,009,359
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$4,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$18,339,993
Value of net assets at end of year (total assets less liabilities)2021-12-31$154,940,197
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$136,600,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$138,907,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$119,231,060
Value of interest in common/collective trusts at end of year2021-12-31$5,490,986
Value of interest in common/collective trusts at beginning of year2021-12-31$5,474,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,830,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$14,241,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$14,241,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,145,659
Net investment gain or loss from common/collective trusts2021-12-31$59,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,009,359
Employer contributions (assets) at end of year2021-12-31$1,809,359
Employer contributions (assets) at beginning of year2021-12-31$119,540
Income. Dividends from common stock2021-12-31$7,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,271,596
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$779,717
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,066,513
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,877,368
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,532,305
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$809,691
Aggregate carrying amount (costs) on sale of assets2021-12-31$793,469
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$333,975
Total unrealized appreciation/depreciation of assets2020-12-31$333,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,532,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$842,885
Total income from all sources (including contributions)2020-12-31$29,810,243
Total loss/gain on sale of assets2020-12-31$60,744
Total of all expenses incurred2020-12-31$9,442,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,435,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,059,540
Value of total assets at end of year2020-12-31$140,132,509
Value of total assets at beginning of year2020-12-31$117,075,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,258
Total interest from all sources2020-12-31$33,796
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,785,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,772,680
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$8,059,540
Amount contributed by the employer to the plan for this plan year2020-12-31$8,059,540
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$6,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,368,024
Value of net assets at end of year (total assets less liabilities)2020-12-31$136,600,204
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$116,232,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$119,231,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$99,509,590
Value of interest in common/collective trusts at end of year2020-12-31$5,474,065
Value of interest in common/collective trusts at beginning of year2020-12-31$5,116,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$14,241,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$11,436,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$11,436,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$33,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,442,882
Net investment gain or loss from common/collective trusts2020-12-31$94,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,059,540
Employer contributions (assets) at end of year2020-12-31$119,540
Employer contributions (assets) at beginning of year2020-12-31$128,230
Income. Dividends from common stock2020-12-31$12,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,435,961
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,066,513
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$884,857
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,532,305
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$842,885
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,616,411
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,555,667
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLEY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$153,152
Total unrealized appreciation/depreciation of assets2019-12-31$153,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$842,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,697,537
Total income from all sources (including contributions)2019-12-31$27,193,458
Total loss/gain on sale of assets2019-12-31$40,545
Total of all expenses incurred2019-12-31$7,349,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,344,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,193,230
Value of total assets at end of year2019-12-31$117,075,065
Value of total assets at beginning of year2019-12-31$98,085,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,463
Total interest from all sources2019-12-31$182,238
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,757,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,742,576
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$195,030
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$7,193,230
Amount contributed by the employer to the plan for this plan year2019-12-31$7,193,230
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$4,463
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$19,844,380
Value of net assets at end of year (total assets less liabilities)2019-12-31$116,232,180
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$96,387,800
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$99,509,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$80,873,489
Value of interest in common/collective trusts at end of year2019-12-31$5,116,304
Value of interest in common/collective trusts at beginning of year2019-12-31$5,602,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,436,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,359,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,359,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$182,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,749,492
Net investment gain or loss from common/collective trusts2019-12-31$116,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,193,230
Employer contributions (assets) at end of year2019-12-31$128,230
Employer contributions (assets) at beginning of year2019-12-31$1,519,904
Income. Dividends from preferred stock2019-12-31$6,873
Income. Dividends from common stock2019-12-31$8,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,344,615
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$884,857
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$535,319
Liabilities. Value of benefit claims payable at end of year2019-12-31$842,885
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,697,537
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$770,317
Aggregate carrying amount (costs) on sale of assets2019-12-31$729,772
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLEY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-78,969
Total unrealized appreciation/depreciation of assets2018-12-31$-78,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,697,537
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$545,722
Total income from all sources (including contributions)2018-12-31$1,710,707
Total loss/gain on sale of assets2018-12-31$40,196
Total of all expenses incurred2018-12-31$6,845,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,884,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,727,904
Value of total assets at end of year2018-12-31$98,085,337
Value of total assets at beginning of year2018-12-31$102,068,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$-39,348
Total interest from all sources2018-12-31$116,173
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,216,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,199,246
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$195,030
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$6,727,904
Amount contributed by the employer to the plan for this plan year2018-12-31$6,727,904
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$-39,348
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$-5,134,530
Value of net assets at end of year (total assets less liabilities)2018-12-31$96,387,800
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$101,522,330
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$80,873,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$85,720,555
Value of interest in common/collective trusts at end of year2018-12-31$5,602,057
Value of interest in common/collective trusts at beginning of year2018-12-31$5,313,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,359,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,363,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,363,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$116,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,397,228
Net investment gain or loss from common/collective trusts2018-12-31$86,607
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$6,727,904
Employer contributions (assets) at end of year2018-12-31$1,519,904
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$4,820
Income. Dividends from common stock2018-12-31$11,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,884,585
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$535,319
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$670,520
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,697,537
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$545,722
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
Aggregate proceeds on sale of assets2018-12-31$883,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$842,804
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 name2018-12-31BAKER TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31390859910
2017 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$70,411
Total unrealized appreciation/depreciation of assets2017-12-31$70,411
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$545,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$354,256
Total income from all sources (including contributions)2017-12-31$21,339,535
Total loss/gain on sale of assets2017-12-31$-35,377
Total of all expenses incurred2017-12-31$4,278,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,325,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,525,000
Value of total assets at end of year2017-12-31$102,068,052
Value of total assets at beginning of year2017-12-31$84,815,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-46,930
Total interest from all sources2017-12-31$40,363
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,489,573
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$4,470,403
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$98,677
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$6,525,000
Amount contributed by the employer to the plan for this plan year2017-12-31$6,525,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$-46,930
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$17,061,244
Value of net assets at end of year (total assets less liabilities)2017-12-31$101,522,330
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$84,461,086
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$85,720,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$69,739,888
Value of interest in common/collective trusts at end of year2017-12-31$5,313,682
Value of interest in common/collective trusts at beginning of year2017-12-31$4,956,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,363,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,219,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,219,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$40,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,181,579
Net investment gain or loss from common/collective trusts2017-12-31$67,986
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$6,525,000
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$84,760
Income. Dividends from preferred stock2017-12-31$5,969
Income. Dividends from common stock2017-12-31$13,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,325,221
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$670,520
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$715,171
Liabilities. Value of benefit claims payable at end of year2017-12-31$545,722
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$354,256
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$344,326
Aggregate carrying amount (costs) on sale of assets2017-12-31$379,703
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 name2017-12-31BAKER TILLEY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$127,320
Total unrealized appreciation/depreciation of assets2016-12-31$127,320
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$354,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$406,367
Total income from all sources (including contributions)2016-12-31$10,445,930
Total loss/gain on sale of assets2016-12-31$5,124
Total of all expenses incurred2016-12-31$2,366,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,425,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,672,456
Value of total assets at end of year2016-12-31$84,815,342
Value of total assets at beginning of year2016-12-31$76,787,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$-59,136
Total interest from all sources2016-12-31$3,810
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,712,325
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$2,700,297
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$98,677
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$5,672,456
Amount contributed by the employer to the plan for this plan year2016-12-31$5,672,456
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$-59,136
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$8,079,517
Value of net assets at end of year (total assets less liabilities)2016-12-31$84,461,086
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$76,381,569
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$69,739,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$63,445,485
Value of interest in common/collective trusts at end of year2016-12-31$4,956,947
Value of interest in common/collective trusts at beginning of year2016-12-31$4,588,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,219,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,265,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,265,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,863,513
Net investment gain or loss from common/collective trusts2016-12-31$61,382
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$5,672,456
Employer contributions (assets) at end of year2016-12-31$84,760
Employer contributions (assets) at beginning of year2016-12-31$1,105,722
Income. Dividends from preferred stock2016-12-31$1,550
Income. Dividends from common stock2016-12-31$10,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,425,549
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$715,171
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$382,628
Liabilities. Value of benefit claims payable at end of year2016-12-31$354,256
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$406,367
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$329,280
Aggregate carrying amount (costs) on sale of assets2016-12-31$324,156
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLEY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-38,845
Total unrealized appreciation/depreciation of assets2015-12-31$-38,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$406,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$549,409
Total income from all sources (including contributions)2015-12-31$5,706,840
Total loss/gain on sale of assets2015-12-31$-27,880
Total of all expenses incurred2015-12-31$2,639,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,683,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,039,722
Value of total assets at end of year2015-12-31$76,787,936
Value of total assets at beginning of year2015-12-31$73,863,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-44,384
Total interest from all sources2015-12-31$937
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,433,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,409,783
Administrative expenses professional fees incurred2015-12-31$-44,384
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$102,800
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$5,039,722
Amount contributed by the employer to the plan for this plan year2015-12-31$5,039,722
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$3,067,692
Value of net assets at end of year (total assets less liabilities)2015-12-31$76,381,569
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$73,313,877
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$63,445,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$61,177,872
Value of interest in common/collective trusts at end of year2015-12-31$4,588,809
Value of interest in common/collective trusts at beginning of year2015-12-31$4,666,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,265,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,382,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,382,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,754,782
Net investment gain or loss from common/collective trusts2015-12-31$54,060
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$5,039,722
Employer contributions (assets) at end of year2015-12-31$1,105,722
Employer contributions (assets) at beginning of year2015-12-31$46,732
Income. Dividends from preferred stock2015-12-31$4,650
Income. Dividends from common stock2015-12-31$19,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,683,532
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$382,628
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$487,157
Liabilities. Value of benefit claims payable at end of year2015-12-31$406,367
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$549,409
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$336,897
Aggregate carrying amount (costs) on sale of assets2015-12-31$364,777
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$-54,863
Total unrealized appreciation/depreciation of assets2014-12-31$-54,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$549,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$330,025
Total income from all sources (including contributions)2014-12-31$8,596,521
Total loss/gain on sale of assets2014-12-31$2,489
Total of all expenses incurred2014-12-31$2,370,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,394,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,593,733
Value of total assets at end of year2014-12-31$73,863,286
Value of total assets at beginning of year2014-12-31$67,417,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$-24,232
Total interest from all sources2014-12-31$564
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,641,279
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$4,619,255
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$102,800
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$98,800
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$4,593,733
Amount contributed by the employer to the plan for this plan year2014-12-31$4,593,733
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$-24,232
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$6,226,494
Value of net assets at end of year (total assets less liabilities)2014-12-31$73,313,877
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$67,087,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$61,177,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$55,142,851
Value of interest in common/collective trusts at end of year2014-12-31$4,666,664
Value of interest in common/collective trusts at beginning of year2014-12-31$4,806,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,382,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,019,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,019,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-633,594
Net investment gain or loss from common/collective trusts2014-12-31$46,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,593,733
Employer contributions (assets) at end of year2014-12-31$46,732
Employer contributions (assets) at beginning of year2014-12-31$936,551
Income. Dividends from preferred stock2014-12-31$6,200
Income. Dividends from common stock2014-12-31$15,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,394,259
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$487,157
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$413,774
Liabilities. Value of benefit claims payable at end of year2014-12-31$549,409
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$330,025
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$239,673
Aggregate carrying amount (costs) on sale of assets2014-12-31$237,184
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$22,290
Total unrealized appreciation/depreciation of assets2013-12-31$22,290
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$330,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$319,856
Total income from all sources (including contributions)2013-12-31$13,507,268
Total loss/gain on sale of assets2013-12-31$7,407
Total of all expenses incurred2013-12-31$2,084,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,105,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,112,551
Value of total assets at end of year2013-12-31$67,417,408
Value of total assets at beginning of year2013-12-31$55,984,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$-21,061
Total interest from all sources2013-12-31$553
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,244,124
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$2,238,338
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$98,800
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$4,112,551
Amount contributed by the employer to the plan for this plan year2013-12-31$4,112,551
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$-21,061
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$11,422,925
Value of net assets at end of year (total assets less liabilities)2013-12-31$67,087,383
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$55,664,458
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$55,142,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$44,291,437
Value of interest in common/collective trusts at end of year2013-12-31$4,806,022
Value of interest in common/collective trusts at beginning of year2013-12-31$4,760,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,019,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,645,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,645,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,074,150
Net investment gain or loss from common/collective trusts2013-12-31$46,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,112,551
Employer contributions (assets) at end of year2013-12-31$936,551
Employer contributions (assets) at beginning of year2013-12-31$43,487
Income. Dividends from preferred stock2013-12-31$698
Income. Dividends from common stock2013-12-31$5,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,105,404
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$413,774
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$243,448
Liabilities. Value of benefit claims payable at end of year2013-12-31$330,025
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$319,856
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$348,324
Aggregate carrying amount (costs) on sale of assets2013-12-31$340,917
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 name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$20,212
Total unrealized appreciation/depreciation of assets2012-12-31$20,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$319,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$513,008
Total income from all sources (including contributions)2012-12-31$9,193,530
Total loss/gain on sale of assets2012-12-31$12,851
Total of all expenses incurred2012-12-31$1,961,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,966,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,568,402
Value of total assets at end of year2012-12-31$55,984,314
Value of total assets at beginning of year2012-12-31$48,945,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$-4,935
Total interest from all sources2012-12-31$525
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,498,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,494,143
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$3,568,402
Amount contributed by the employer to the plan for this plan year2012-12-31$3,568,402
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$-4,935
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$7,231,996
Value of net assets at end of year (total assets less liabilities)2012-12-31$55,664,458
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$48,432,462
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$44,291,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$37,443,534
Value of interest in common/collective trusts at end of year2012-12-31$4,760,039
Value of interest in common/collective trusts at beginning of year2012-12-31$4,994,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,645,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,535,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,535,634
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,030,670
Net investment gain or loss from common/collective trusts2012-12-31$62,602
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$3,568,402
Employer contributions (assets) at end of year2012-12-31$43,487
Employer contributions (assets) at beginning of year2012-12-31$800,335
Income. Dividends from common stock2012-12-31$4,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,966,469
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$243,448
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$171,432
Liabilities. Value of benefit claims payable at end of year2012-12-31$319,856
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$513,008
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$401,015
Aggregate carrying amount (costs) on sale of assets2012-12-31$388,164
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-31,462
Total unrealized appreciation/depreciation of assets2011-12-31$-31,462
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$513,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$307,084
Total income from all sources (including contributions)2011-12-31$2,245,818
Total loss/gain on sale of assets2011-12-31$-10,300
Total of all expenses incurred2011-12-31$1,695,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,693,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,394,581
Value of total assets at end of year2011-12-31$48,945,470
Value of total assets at beginning of year2011-12-31$48,188,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,811
Total interest from all sources2011-12-31$443
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,245,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,241,891
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$3,394,581
Amount contributed by the employer to the plan for this plan year2011-12-31$3,394,581
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$1,811
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$550,598
Value of net assets at end of year (total assets less liabilities)2011-12-31$48,432,462
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$47,881,864
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$37,443,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$37,840,767
Value of interest in common/collective trusts at end of year2011-12-31$4,994,535
Value of interest in common/collective trusts at beginning of year2011-12-31$4,710,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,535,634
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,643,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,643,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,417,970
Net investment gain or loss from common/collective trusts2011-12-31$64,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,394,581
Employer contributions (assets) at end of year2011-12-31$800,335
Employer contributions (assets) at beginning of year2011-12-31$766,754
Income. Dividends from common stock2011-12-31$3,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,693,409
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$171,432
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$226,839
Liabilities. Value of benefit claims payable at end of year2011-12-31$513,008
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$307,084
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$1,080,410
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,090,710
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 name2011-12-31PARENTEBEARD, LLC
Accountancy firm EIN2011-12-31232932984
2010 : PENSION PLAN OF SUBARU OF AMERICA, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$65,450
Total unrealized appreciation/depreciation of assets2010-12-31$65,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$307,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,343,124
Total income from all sources (including contributions)2010-12-31$7,731,603
Total loss/gain on sale of assets2010-12-31$406
Total of all expenses incurred2010-12-31$2,914,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,914,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,133,469
Value of total assets at end of year2010-12-31$48,188,948
Value of total assets at beginning of year2010-12-31$44,408,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$249
Total interest from all sources2010-12-31$922
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$683,296
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$680,935
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$30,000,000
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$3,133,469
Amount contributed by the employer to the plan for this plan year2010-12-31$3,133,469
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$249
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$4,816,847
Value of net assets at end of year (total assets less liabilities)2010-12-31$47,881,864
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$43,065,017
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$37,840,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$33,482,227
Value of interest in common/collective trusts at end of year2010-12-31$4,710,735
Value of interest in common/collective trusts at beginning of year2010-12-31$5,170,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,643,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,616,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,616,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,783,243
Net investment gain or loss from common/collective trusts2010-12-31$64,817
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$3,133,469
Employer contributions (assets) at end of year2010-12-31$766,754
Employer contributions (assets) at beginning of year2010-12-31$14,784
Income. Dividends from common stock2010-12-31$2,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,914,507
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$226,839
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$123,867
Liabilities. Value of benefit claims payable at end of year2010-12-31$307,084
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,343,124
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$16,338
Aggregate carrying amount (costs) on sale of assets2010-12-31$15,932
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 name2010-12-31PARENTEBEARD, LLC
Accountancy firm EIN2010-12-31232932984
2009 : PENSION PLAN OF SUBARU OF AMERICA, INC. 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$3,256,169
Amount contributed by the employer to the plan for this plan year2009-12-31$3,256,169

Form 5500 Responses for PENSION PLAN OF SUBARU OF AMERICA, INC.

2023: PENSION PLAN OF SUBARU OF AMERICA, INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PENSION PLAN OF SUBARU OF AMERICA, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN OF SUBARU OF AMERICA, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN OF SUBARU OF AMERICA, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN OF SUBARU OF AMERICA, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN OF SUBARU OF AMERICA, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN OF SUBARU OF AMERICA, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN OF SUBARU OF AMERICA, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN OF SUBARU OF AMERICA, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN OF SUBARU OF AMERICA, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN OF SUBARU OF AMERICA, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN OF SUBARU OF AMERICA, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN OF SUBARU OF AMERICA, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN OF SUBARU OF AMERICA, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF SUBARU OF AMERICA, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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