Plan Name | OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LEYBOLD USA INC. |
Employer identification number (EIN): | 251290768 |
NAIC Classification: | 423800 |
Additional information about LEYBOLD USA INC.
Jurisdiction of Incorporation: | State of Delaware Division of Corporations |
Incorporation Date: | 1975-12-16 |
Company Identification Number: | 0819319 |
Legal Registered Office Address: |
2711 Centerville Road Wilmington United States of America (USA) 19808 |
More information about LEYBOLD USA INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | RENEE NAUYOKAS | |||
002 | 2016-01-01 | RENEE NAUYOKAS | |||
002 | 2015-01-01 | RENEE NAUYOKAS | |||
002 | 2014-01-01 | RENEE NAUYOKAS | |||
002 | 2013-01-01 | RENEE NAUYOKAS | |||
002 | 2012-01-01 | RENEE NAUYOKAS | |||
002 | 2011-01-01 | RENEE NAUYOKAS | |||
002 | 2009-01-01 | RENEE NAUYOKAS | |||
002 | 2009-01-01 | RENEE NAUYOKAS |
Measure | Date | Value |
---|---|---|
2019: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 7 |
2018: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 29 |
Total of all active and inactive participants | 2018-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 132 |
Number of participants with account balances | 2018-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 5 |
2017: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 91 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 28 |
Total of all active and inactive participants | 2017-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 121 |
Number of participants with account balances | 2017-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
2016: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 391 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 135 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 27 |
Total of all active and inactive participants | 2016-01-01 | 164 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 165 |
Number of participants with account balances | 2016-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 7 |
2015: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 411 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 137 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 249 |
Total of all active and inactive participants | 2015-01-01 | 389 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 391 |
Number of participants with account balances | 2015-01-01 | 391 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 12 |
2014: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 422 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 256 |
Total of all active and inactive participants | 2014-01-01 | 410 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 411 |
Number of participants with account balances | 2014-01-01 | 411 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 301 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 141 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 278 |
Total of all active and inactive participants | 2013-01-01 | 421 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 422 |
Number of participants with account balances | 2013-01-01 | 422 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 317 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 189 |
Total of all active and inactive participants | 2012-01-01 | 299 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 301 |
Number of participants with account balances | 2012-01-01 | 300 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 6 |
2011: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 432 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 207 |
Total of all active and inactive participants | 2011-01-01 | 316 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 317 |
Number of participants with account balances | 2011-01-01 | 314 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 8 |
2009: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 48 |
Total of all active and inactive participants | 2009-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 131 |
Number of participants with account balances | 2009-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2019 : OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2019-09-30 | $0 |
Unrealized appreciation/depreciation of real estate assets | 2019-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-09-30 | $199 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-09-30 | $199 |
Total unrealized appreciation/depreciation of assets | 2019-09-30 | $199 |
Total unrealized appreciation/depreciation of assets | 2019-09-30 | $199 |
Total transfer of assets to this plan | 2019-09-30 | $0 |
Total transfer of assets from this plan | 2019-09-30 | $18,570,513 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $0 |
Expenses. Interest paid | 2019-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-09-30 | $0 |
Expenses. Interest paid | 2019-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-09-30 | $0 |
Total income from all sources (including contributions) | 2019-09-30 | $3,615,438 |
Total income from all sources (including contributions) | 2019-09-30 | $3,615,438 |
Total loss/gain on sale of assets | 2019-09-30 | $0 |
Total loss/gain on sale of assets | 2019-09-30 | $0 |
Total of all expenses incurred | 2019-09-30 | $1,730,723 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $1,723,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $1,723,155 |
Expenses. Certain deemed distributions of participant loans | 2019-09-30 | $0 |
Expenses. Certain deemed distributions of participant loans | 2019-09-30 | $0 |
Value of total corrective distributions | 2019-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $1,018,079 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $1,018,079 |
Value of total assets at end of year | 2019-09-30 | $0 |
Value of total assets at end of year | 2019-09-30 | $0 |
Value of total assets at beginning of year | 2019-09-30 | $16,685,798 |
Value of total assets at beginning of year | 2019-09-30 | $16,685,798 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $7,568 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $7,568 |
Total income from rents | 2019-09-30 | $0 |
Total income from rents | 2019-09-30 | $0 |
Total interest from all sources | 2019-09-30 | $5,019 |
Total interest from all sources | 2019-09-30 | $5,019 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $291,156 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $291,156 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-09-30 | $291,156 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-09-30 | $291,156 |
Assets. Real estate other than employer real property at end of year | 2019-09-30 | $0 |
Assets. Real estate other than employer real property at end of year | 2019-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-09-30 | $0 |
Administrative expenses professional fees incurred | 2019-09-30 | $0 |
Administrative expenses professional fees incurred | 2019-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-09-30 | $0 |
Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
Value of fidelity bond cover | 2019-09-30 | $7,000,000 |
Value of fidelity bond cover | 2019-09-30 | $7,000,000 |
If this is an individual account plan, was there a blackout period | 2019-09-30 | No |
If this is an individual account plan, was there a blackout period | 2019-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Contributions received from participants | 2019-09-30 | $644,496 |
Contributions received from participants | 2019-09-30 | $644,496 |
Participant contributions at end of year | 2019-09-30 | $0 |
Participant contributions at end of year | 2019-09-30 | $0 |
Participant contributions at beginning of year | 2019-09-30 | $91,011 |
Participant contributions at end of year | 2019-09-30 | $0 |
Participant contributions at end of year | 2019-09-30 | $0 |
Participant contributions at beginning of year | 2019-09-30 | $0 |
Participant contributions at beginning of year | 2019-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-09-30 | $2,925 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-09-30 | $2,925 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-09-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-09-30 | $0 |
Other income not declared elsewhere | 2019-09-30 | $0 |
Other income not declared elsewhere | 2019-09-30 | $0 |
Administrative expenses (other) incurred | 2019-09-30 | $407 |
Liabilities. Value of operating payables at end of year | 2019-09-30 | $0 |
Liabilities. Value of operating payables at end of year | 2019-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-09-30 | $0 |
Total non interest bearing cash at end of year | 2019-09-30 | $0 |
Total non interest bearing cash at end of year | 2019-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2019-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2019-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Income. Non cash contributions | 2019-09-30 | $0 |
Income. Non cash contributions | 2019-09-30 | $0 |
Value of net income/loss | 2019-09-30 | $1,884,715 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $16,685,798 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $16,685,798 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2019-09-30 | $0 |
Assets. partnership/joint venture interests at end of year | 2019-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-09-30 | $0 |
Investment advisory and management fees | 2019-09-30 | $7,161 |
Investment advisory and management fees | 2019-09-30 | $7,161 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-09-30 | $15,591,684 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-09-30 | $15,591,684 |
Value of interest in pooled separate accounts at end of year | 2019-09-30 | $0 |
Value of interest in pooled separate accounts at end of year | 2019-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-09-30 | $0 |
Interest on participant loans | 2019-09-30 | $4,405 |
Interest on participant loans | 2019-09-30 | $4,405 |
Income. Interest from loans (other than to participants) | 2019-09-30 | $0 |
Income. Interest from loans (other than to participants) | 2019-09-30 | $0 |
Interest earned on other investments | 2019-09-30 | $0 |
Interest earned on other investments | 2019-09-30 | $0 |
Income. Interest from US Government securities | 2019-09-30 | $0 |
Income. Interest from US Government securities | 2019-09-30 | $0 |
Income. Interest from corporate debt instruments | 2019-09-30 | $0 |
Income. Interest from corporate debt instruments | 2019-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2019-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2019-09-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-09-30 | $779,763 |
Value of interest in common/collective trusts at beginning of year | 2019-09-30 | $779,763 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-09-30 | $50,541 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-09-30 | $50,541 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-09-30 | $50,541 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-09-30 | $50,541 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-09-30 | $614 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-09-30 | $614 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-09-30 | $0 |
Asset value of US Government securities at end of year | 2019-09-30 | $0 |
Asset value of US Government securities at end of year | 2019-09-30 | $0 |
Asset value of US Government securities at beginning of year | 2019-09-30 | $0 |
Asset value of US Government securities at beginning of year | 2019-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-09-30 | $2,286,052 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-09-30 | $2,286,052 |
Net investment gain/loss from pooled separate accounts | 2019-09-30 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2019-09-30 | $14,933 |
Net investment gain or loss from common/collective trusts | 2019-09-30 | $14,933 |
Net gain/loss from 103.12 investment entities | 2019-09-30 | $0 |
Net gain/loss from 103.12 investment entities | 2019-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Assets. Invements in employer securities at end of year | 2019-09-30 | $0 |
Assets. Invements in employer securities at end of year | 2019-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-09-30 | $0 |
Assets. Value of employer real property at end of year | 2019-09-30 | $0 |
Assets. Value of employer real property at end of year | 2019-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2019-09-30 | $0 |
Contributions received in cash from employer | 2019-09-30 | $370,658 |
Contributions received in cash from employer | 2019-09-30 | $370,658 |
Employer contributions (assets) at end of year | 2019-09-30 | $0 |
Employer contributions (assets) at end of year | 2019-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2019-09-30 | $172,799 |
Employer contributions (assets) at beginning of year | 2019-09-30 | $172,799 |
Income. Dividends from preferred stock | 2019-09-30 | $0 |
Income. Dividends from preferred stock | 2019-09-30 | $0 |
Income. Dividends from common stock | 2019-09-30 | $0 |
Income. Dividends from common stock | 2019-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $1,723,155 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $1,723,155 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-09-30 | $0 |
Contract administrator fees | 2019-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-09-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-09-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-09-30 | $0 |
Did the plan have assets held for investment | 2019-09-30 | No |
Did the plan have assets held for investment | 2019-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | Yes |
Aggregate proceeds on sale of assets | 2019-09-30 | $0 |
Aggregate proceeds on sale of assets | 2019-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Disclaimer |
Accountancy firm name | 2019-09-30 | SCHNEIDER DOWNS & CO. |
Accountancy firm name | 2019-09-30 | SCHNEIDER DOWNS & CO. |
Accountancy firm EIN | 2019-09-30 | 251408703 |
2018 : OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Expenses. Interest paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $361,397 |
Total loss/gain on sale of assets | 2018-12-31 | $4,989 |
Total of all expenses incurred | 2018-12-31 | $255,733 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $240,491 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $8,888 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,421,127 |
Value of total assets at end of year | 2018-12-31 | $16,685,798 |
Value of total assets at beginning of year | 2018-12-31 | $16,580,134 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,354 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $4,497 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,115,237 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,115,237 |
Assets. Real estate other than employer real property at end of year | 2018-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $0 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $7,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $710,855 |
Participant contributions at end of year | 2018-12-31 | $91,011 |
Participant contributions at beginning of year | 2018-12-31 | $60,908 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $241,489 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $868 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $105,664 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $16,685,798 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,580,134 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $5,486 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $15,591,684 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $15,550,257 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $4,197 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $779,763 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $777,416 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $50,541 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $308 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $308 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $300 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Asset value of US Government securities at end of year | 2018-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,191,720 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $7,267 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | Yes |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Assets. Value of employer real property at end of year | 2018-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $468,783 |
Employer contributions (assets) at end of year | 2018-12-31 | $172,799 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $149,714 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $240,491 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
Contract administrator fees | 2018-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $41,531 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $51,190 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $46,201 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SCHNEIDER DOWNS & CO. |
Accountancy firm EIN | 2018-12-31 | 251408703 |
2017 : OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-688 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-688 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Expenses. Interest paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,052,003 |
Total loss/gain on sale of assets | 2017-12-31 | $3,438 |
Total of all expenses incurred | 2017-12-31 | $2,005,714 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,985,749 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $26,868 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,072,243 |
Value of total assets at end of year | 2017-12-31 | $16,580,134 |
Value of total assets at beginning of year | 2017-12-31 | $14,533,845 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $-6,903 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $2,681 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $877,663 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $876,967 |
Assets. Real estate other than employer real property at end of year | 2017-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $7,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $648,448 |
Participant contributions at end of year | 2017-12-31 | $60,908 |
Participant contributions at beginning of year | 2017-12-31 | $83,257 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $9,072 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $-8,775 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $2,046,289 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $16,580,134 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,533,845 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $1,872 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $15,550,257 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,560,151 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
Interest on participant loans | 2017-12-31 | $2,638 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $777,416 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $653,192 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $308 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $12 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $12 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $43 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Asset value of US Government securities at end of year | 2017-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,090,845 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $5,821 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | Yes |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Assets. Value of employer real property at end of year | 2017-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $414,723 |
Employer contributions (assets) at end of year | 2017-12-31 | $149,714 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $140,795 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $696 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,985,749 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
Contract administrator fees | 2017-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $41,531 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $96,438 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $343,212 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $339,774 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SCHNEIDER DOWNS & CO. |
Accountancy firm EIN | 2017-12-31 | 251408703 |
2016 : OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,140 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,140 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $22,458,799 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Expenses. Interest paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $692,423 |
Total loss/gain on sale of assets | 2016-12-31 | $-2,744 |
Total of all expenses incurred | 2016-12-31 | $6,181,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,174,262 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $3,749 |
Value of total corrective distributions | 2016-12-31 | $9,328 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,092,593 |
Value of total assets at end of year | 2016-12-31 | $14,533,845 |
Value of total assets at beginning of year | 2016-12-31 | $42,481,456 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $-6,104 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $4,224 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $521,680 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $520,270 |
Assets. Real estate other than employer real property at end of year | 2016-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $0 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $7,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $670,467 |
Participant contributions at end of year | 2016-12-31 | $83,257 |
Participant contributions at beginning of year | 2016-12-31 | $162,368 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $-8,325 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $-5,488,812 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,533,845 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $42,481,456 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $2,221 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,560,151 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $39,376,820 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $4,223 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $653,192 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,702,467 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $12 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $4,580 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $4,580 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Asset value of US Government securities at end of year | 2016-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $-920,791 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $-4,679 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | Yes |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Assets. Value of employer real property at end of year | 2016-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $422,126 |
Employer contributions (assets) at end of year | 2016-12-31 | $140,795 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $154,225 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $1,410 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,174,262 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
Contract administrator fees | 2016-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $96,438 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $80,996 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $168,989 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $171,733 |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SCHNEIDER DOWNS & CO. |
Accountancy firm EIN | 2016-12-31 | 251408703 |
2015 : OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $5,648 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $5,648 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Expenses. Interest paid | 2015-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,656,579 |
Total loss/gain on sale of assets | 2015-12-31 | $-4,879 |
Total of all expenses incurred | 2015-12-31 | $5,795,103 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,791,425 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,935,279 |
Value of total assets at end of year | 2015-12-31 | $42,481,456 |
Value of total assets at beginning of year | 2015-12-31 | $45,619,980 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,678 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $8,902 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,092,129 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,090,859 |
Assets. Real estate other than employer real property at end of year | 2015-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $0 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $7,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $959,308 |
Participant contributions at end of year | 2015-12-31 | $162,368 |
Participant contributions at beginning of year | 2015-12-31 | $257,282 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $296,419 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $1,102 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $-3,138,524 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $42,481,456 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $45,619,980 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $2,576 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $39,376,820 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $41,592,866 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $8,901 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,702,467 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,505,719 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $4,580 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $7,380 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $7,380 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Asset value of US Government securities at end of year | 2015-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,382,652 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $2,152 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Assets. Value of employer real property at end of year | 2015-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $679,552 |
Employer contributions (assets) at end of year | 2015-12-31 | $154,225 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $206,120 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $1,270 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,791,425 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $0 |
Contract administrator fees | 2015-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $80,996 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $50,613 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $74,941 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $79,820 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SCHNEIDER DOWNS & CO. |
Accountancy firm EIN | 2015-12-31 | 251408703 |
2014 : OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $764 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $764 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Expenses. Interest paid | 2014-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $5,034,598 |
Total loss/gain on sale of assets | 2014-12-31 | $1,478 |
Total of all expenses incurred | 2014-12-31 | $2,754,314 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,746,839 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of total corrective distributions | 2014-12-31 | $3,989 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,856,198 |
Value of total assets at end of year | 2014-12-31 | $45,619,980 |
Value of total assets at beginning of year | 2014-12-31 | $43,339,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,486 |
Total income from rents | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $10,976 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,365,250 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,365,018 |
Assets. Real estate other than employer real property at end of year | 2014-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
Administrative expenses professional fees incurred | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $7,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,035,792 |
Participant contributions at end of year | 2014-12-31 | $257,282 |
Participant contributions at beginning of year | 2014-12-31 | $241,601 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $115,335 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $1,434 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $2,280,284 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $45,619,980 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $43,339,696 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
Investment advisory and management fees | 2014-12-31 | $2,052 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $41,592,866 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $39,682,958 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $10,976 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $0 |
Income. Interest from US Government securities | 2014-12-31 | $0 |
Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,505,719 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,221,591 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $7,380 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $36 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $36 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-200,068 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Assets. Value of employer real property at end of year | 2014-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $705,071 |
Employer contributions (assets) at end of year | 2014-12-31 | $206,120 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $186,771 |
Income. Dividends from preferred stock | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $232 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,746,839 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
Contract administrator fees | 2014-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $50,613 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $6,739 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $12,388 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $10,910 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SCHNEIDER DOWNS & CO. |
Accountancy firm EIN | 2014-12-31 | 251408703 |
2013 : OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $331 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $331 |
Total transfer of assets to this plan | 2013-12-31 | $16,643,247 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Expenses. Interest paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $7,637,502 |
Total loss/gain on sale of assets | 2013-12-31 | $436 |
Total of all expenses incurred | 2013-12-31 | $5,258,553 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,257,655 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,367,946 |
Value of total assets at end of year | 2013-12-31 | $43,339,696 |
Value of total assets at beginning of year | 2013-12-31 | $24,317,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $898 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $7,002 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,155,043 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,155,036 |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $823,098 |
Participant contributions at end of year | 2013-12-31 | $241,601 |
Participant contributions at beginning of year | 2013-12-31 | $178,191 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $22,334 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $898 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $2,378,949 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $43,339,696 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $24,317,500 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $39,682,958 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $21,522,852 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $7,002 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,221,591 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,442,474 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $36 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,102,356 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $4,388 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Assets. Value of employer real property at end of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $522,514 |
Employer contributions (assets) at end of year | 2013-12-31 | $186,771 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $173,983 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $7 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,257,655 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Contract administrator fees | 2013-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $6,739 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $3,297 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $2,861 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | THOMPSON & MYERS |
Accountancy firm EIN | 2013-12-31 | 251817552 |
2012 : OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,245 |
Total income from all sources (including contributions) | 2012-12-31 | $3,997,963 |
Total of all expenses incurred | 2012-12-31 | $2,506,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,505,933 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,137,419 |
Value of total assets at end of year | 2012-12-31 | $24,317,500 |
Value of total assets at beginning of year | 2012-12-31 | $22,828,711 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $996 |
Total interest from all sources | 2012-12-31 | $7,003 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $525,339 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $525,339 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $684,496 |
Participant contributions at end of year | 2012-12-31 | $178,191 |
Participant contributions at beginning of year | 2012-12-31 | $220,718 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $2,245 |
Administrative expenses (other) incurred | 2012-12-31 | $996 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,491,034 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $24,317,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $22,826,466 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $21,522,852 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $19,821,706 |
Interest on participant loans | 2012-12-31 | $7,003 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,442,474 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,668,082 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,291,892 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $36,310 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $452,923 |
Employer contributions (assets) at end of year | 2012-12-31 | $173,983 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $118,205 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,505,933 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | THOMPSON & MYERS |
Accountancy firm EIN | 2012-12-31 | 251817552 |
2011 : OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2011 401k financial data | ||
Total transfer of assets to this plan | 2011-12-31 | $2,805 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,245 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,551 |
Total income from all sources (including contributions) | 2011-12-31 | $591,939 |
Total of all expenses incurred | 2011-12-31 | $2,474,241 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,471,226 |
Value of total corrective distributions | 2011-12-31 | $2,245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,097,039 |
Value of total assets at end of year | 2011-12-31 | $22,828,711 |
Value of total assets at beginning of year | 2011-12-31 | $24,707,514 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $770 |
Total interest from all sources | 2011-12-31 | $8,041 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $535,509 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $535,509 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $709,398 |
Participant contributions at end of year | 2011-12-31 | $220,718 |
Participant contributions at beginning of year | 2011-12-31 | $248,431 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $2,245 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $1,551 |
Administrative expenses (other) incurred | 2011-12-31 | $770 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,882,302 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $22,826,466 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $24,705,963 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $19,821,706 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $21,406,272 |
Interest on participant loans | 2011-12-31 | $8,041 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,668,082 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,949,384 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,103,239 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $54,589 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $387,641 |
Employer contributions (assets) at end of year | 2011-12-31 | $118,205 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $103,427 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,471,226 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | THOMPSON & MYERS |
Accountancy firm EIN | 2011-12-31 | 251817552 |
2010 : OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2010 401k financial data | ||
Total transfer of assets to this plan | 2010-12-31 | $12,146,344 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,551 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $12,200 |
Total income from all sources (including contributions) | 2010-12-31 | $2,505,730 |
Total of all expenses incurred | 2010-12-31 | $1,082,794 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,080,855 |
Value of total corrective distributions | 2010-12-31 | $1,551 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $772,558 |
Value of total assets at end of year | 2010-12-31 | $24,707,514 |
Value of total assets at beginning of year | 2010-12-31 | $11,148,883 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $388 |
Total interest from all sources | 2010-12-31 | $5,705 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $344,317 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $344,317 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $475,514 |
Participant contributions at end of year | 2010-12-31 | $248,431 |
Participant contributions at beginning of year | 2010-12-31 | $115,567 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $12,138 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $1,551 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $12,200 |
Administrative expenses (other) incurred | 2010-12-31 | $388 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,422,936 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $24,705,963 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,136,683 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $21,406,272 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,455,036 |
Interest on participant loans | 2010-12-31 | $5,705 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,949,384 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,528,900 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,297,044 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $86,106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $297,044 |
Employer contributions (assets) at end of year | 2010-12-31 | $103,427 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $37,242 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,080,855 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | THOMPSON & MYERS |
Accountancy firm EIN | 2010-12-31 | 251817552 |
2009 : OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2019: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: OERLIKON LEYBOLD VACUUM USA INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |