Plan Name | DANA RETIREMENT SAVINGS PLAN |
Plan identification number | 147 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DANA LIMITED |
Employer identification number (EIN): | 261318190 |
NAIC Classification: | 336300 |
Additional information about DANA LIMITED
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2007-10-26 |
Company Identification Number: | 1736219 |
Legal Registered Office Address: |
1300 EAST NINTH STREET - CLEVELAND United States of America (USA) 44114 |
More information about DANA LIMITED
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
147 | 2023-01-01 | ||||
147 | 2022-01-01 | ||||
147 | 2021-01-01 | ||||
147 | 2020-01-01 | ||||
147 | 2019-01-01 | ||||
147 | 2018-01-01 | ||||
147 | 2017-01-01 | CHRISTINE PATTEN | |||
147 | 2016-01-01 | CHRISTINE PATTEN | |||
147 | 2015-01-01 | CHRISTINE PATTEN | |||
147 | 2014-01-01 | CHRISTINE PATTEN | |||
147 | 2013-01-01 | AMY ACS | |||
147 | 2012-01-01 | AMY ACS | |||
147 | 2011-01-01 | AMY ACS | |||
147 | 2009-04-01 | AMY ACS |
Measure | Date | Value |
---|---|---|
2023: DANA RETIREMENT SAVINGS PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 5,183 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 3,211 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 165 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 2,148 |
Total of all active and inactive participants | 2023-01-01 | 5,524 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 55 |
Total participants | 2023-01-01 | 5,579 |
Number of participants with account balances | 2023-01-01 | 5,430 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 590 |
2022: DANA RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 4,830 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2,986 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 165 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,989 |
Total of all active and inactive participants | 2022-01-01 | 5,140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 43 |
Total participants | 2022-01-01 | 5,183 |
Number of participants with account balances | 2022-01-01 | 5,057 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 381 |
2021: DANA RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 4,614 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2,744 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 147 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,913 |
Total of all active and inactive participants | 2021-01-01 | 4,804 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 26 |
Total participants | 2021-01-01 | 4,830 |
Number of participants with account balances | 2021-01-01 | 4,719 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 263 |
2020: DANA RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 4,442 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,601 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 135 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,854 |
Total of all active and inactive participants | 2020-01-01 | 4,590 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 24 |
Total participants | 2020-01-01 | 4,614 |
Number of participants with account balances | 2020-01-01 | 4,492 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 153 |
2019: DANA RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4,642 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,469 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 145 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,808 |
Total of all active and inactive participants | 2019-01-01 | 4,422 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 20 |
Total participants | 2019-01-01 | 4,442 |
Number of participants with account balances | 2019-01-01 | 4,337 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 186 |
2018: DANA RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 4,343 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,692 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 125 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,804 |
Total of all active and inactive participants | 2018-01-01 | 4,621 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 21 |
Total participants | 2018-01-01 | 4,642 |
Number of participants with account balances | 2018-01-01 | 4,396 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 248 |
2017: DANA RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 4,012 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,503 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 107 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,713 |
Total of all active and inactive participants | 2017-01-01 | 4,323 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 20 |
Total participants | 2017-01-01 | 4,343 |
Number of participants with account balances | 2017-01-01 | 4,312 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 141 |
2016: DANA RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 4,011 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,114 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 92 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,788 |
Total of all active and inactive participants | 2016-01-01 | 3,994 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 18 |
Total participants | 2016-01-01 | 4,012 |
Number of participants with account balances | 2016-01-01 | 3,999 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 97 |
2015: DANA RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4,192 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,987 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 89 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,917 |
Total of all active and inactive participants | 2015-01-01 | 3,993 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 18 |
Total participants | 2015-01-01 | 4,011 |
Number of participants with account balances | 2015-01-01 | 4,003 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 61 |
2014: DANA RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4,342 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,935 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 88 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2,155 |
Total of all active and inactive participants | 2014-01-01 | 4,178 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 14 |
Total participants | 2014-01-01 | 4,192 |
Number of participants with account balances | 2014-01-01 | 4,127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 53 |
2013: DANA RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 5,050 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,869 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 80 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2,378 |
Total of all active and inactive participants | 2013-01-01 | 4,327 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 15 |
Total participants | 2013-01-01 | 4,342 |
Number of participants with account balances | 2013-01-01 | 4,279 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 86 |
2012: DANA RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 5,384 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,808 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 69 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3,168 |
Total of all active and inactive participants | 2012-01-01 | 5,045 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 13 |
Total participants | 2012-01-01 | 5,058 |
Number of participants with account balances | 2012-01-01 | 5,050 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 103 |
2011: DANA RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 5,551 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,960 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3,350 |
Total of all active and inactive participants | 2011-01-01 | 5,371 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 13 |
Total participants | 2011-01-01 | 5,384 |
Number of participants with account balances | 2011-01-01 | 5,141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 90 |
2009: DANA RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-04-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 2,842 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 55 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 4,253 |
Total of all active and inactive participants | 2009-04-01 | 7,150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 12 |
Total participants | 2009-04-01 | 7,162 |
Number of participants with account balances | 2009-04-01 | 6,658 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : DANA RETIREMENT SAVINGS PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total transfer of assets to this plan | 2023-12-31 | $628,637 |
Total transfer of assets from this plan | 2023-12-31 | $74,073 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $187,507,304 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $71,220,876 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $70,540,382 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $12,618 |
Value of total corrective distributions | 2023-12-31 | $19,359 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $57,241,736 |
Value of total assets at end of year | 2023-12-31 | $832,595,070 |
Value of total assets at beginning of year | 2023-12-31 | $715,754,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $648,517 |
Total interest from all sources | 2023-12-31 | $245,260 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $24,794,407 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $24,794,407 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $28,795,257 |
Participant contributions at end of year | 2023-12-31 | $4,398,642 |
Participant contributions at beginning of year | 2023-12-31 | $4,035,716 |
Participant contributions at end of year | 2023-12-31 | $1,018,450 |
Participant contributions at beginning of year | 2023-12-31 | $881,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $4,064,074 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $60,254 |
Other income not declared elsewhere | 2023-12-31 | $0 |
Administrative expenses (other) incurred | 2023-12-31 | $648,517 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $116,286,428 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $832,595,070 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $715,754,078 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $520,245,001 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $448,311,882 |
Interest on participant loans | 2023-12-31 | $245,260 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $305,130,734 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $261,245,948 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $64,468,686 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $40,757,215 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $24,382,405 |
Employer contributions (assets) at end of year | 2023-12-31 | $1,802,243 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $1,279,532 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $70,480,128 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2023-12-31 | 383635706 |
2022 : DANA RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $6,786,316 |
Total transfer of assets from this plan | 2022-12-31 | $323,583 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-69,240,426 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $56,863,774 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $56,075,291 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $17,088 |
Value of total corrective distributions | 2022-12-31 | $125,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $48,502,787 |
Value of total assets at end of year | 2022-12-31 | $715,754,078 |
Value of total assets at beginning of year | 2022-12-31 | $835,395,545 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $646,173 |
Total interest from all sources | 2022-12-31 | $181,314 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $27,022,892 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $27,022,892 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $25,502,874 |
Participant contributions at end of year | 2022-12-31 | $4,035,716 |
Participant contributions at beginning of year | 2022-12-31 | $3,781,150 |
Participant contributions at end of year | 2022-12-31 | $881,000 |
Participant contributions at beginning of year | 2022-12-31 | $833,704 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,123,671 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $85,526 |
Administrative expenses (other) incurred | 2022-12-31 | $646,173 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-126,104,200 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $715,754,078 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $835,395,545 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $448,311,882 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $498,125,809 |
Interest on participant loans | 2022-12-31 | $181,314 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $261,245,948 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $331,550,459 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-95,744,298 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-49,203,121 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $19,876,242 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,279,532 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,104,423 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $55,989,765 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | REHMANN ROBSON,LLC |
Accountancy firm EIN | 2022-12-31 | 383635706 |
2021 : DANA RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $1,188,329 |
Total transfer of assets from this plan | 2021-12-31 | $21,752 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $162,980,240 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $61,582,585 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $60,753,252 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $2,778 |
Value of total corrective distributions | 2021-12-31 | $39,555 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $50,510,314 |
Value of total assets at end of year | 2021-12-31 | $835,395,545 |
Value of total assets at beginning of year | 2021-12-31 | $732,831,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $787,000 |
Total interest from all sources | 2021-12-31 | $187,148 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $30,720,089 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $30,720,089 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $23,223,444 |
Participant contributions at end of year | 2021-12-31 | $3,781,150 |
Participant contributions at beginning of year | 2021-12-31 | $3,873,036 |
Participant contributions at end of year | 2021-12-31 | $833,704 |
Participant contributions at beginning of year | 2021-12-31 | $769,977 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $8,156,141 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $9,030 |
Administrative expenses (other) incurred | 2021-12-31 | $787,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $101,397,655 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $835,395,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $732,831,313 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $498,125,809 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $427,166,954 |
Interest on participant loans | 2021-12-31 | $187,148 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $331,550,459 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $299,718,878 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $49,417,302 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $32,145,387 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $19,130,729 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,104,423 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,302,468 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $60,744,222 |
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 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2021-12-31 | 383635706 |
2020 : DANA RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $29,471,089 |
Total transfer of assets from this plan | 2020-12-31 | $703 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $123,253,688 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $54,929,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $54,257,925 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $31,165 |
Value of total corrective distributions | 2020-12-31 | $32,531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $39,236,088 |
Value of total assets at end of year | 2020-12-31 | $732,831,313 |
Value of total assets at beginning of year | 2020-12-31 | $635,036,252 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $607,392 |
Total interest from all sources | 2020-12-31 | $225,701 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $21,875,392 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $21,875,392 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $20,642,492 |
Participant contributions at end of year | 2020-12-31 | $3,873,036 |
Participant contributions at beginning of year | 2020-12-31 | $3,582,727 |
Participant contributions at end of year | 2020-12-31 | $769,977 |
Participant contributions at beginning of year | 2020-12-31 | $703,045 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,998,909 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $31,106 |
Administrative expenses (other) incurred | 2020-12-31 | $607,392 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $68,324,675 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $732,831,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $635,036,252 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $427,166,954 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $375,284,567 |
Interest on participant loans | 2020-12-31 | $225,701 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $299,718,878 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $254,203,459 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $27,924,908 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $33,991,599 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $16,594,687 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,302,468 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,262,454 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $54,226,819 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2020-12-31 | 383635706 |
2019 : DANA RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $267,335 |
Total transfer of assets from this plan | 2019-12-31 | $41,311 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $169,051,379 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $66,376,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $65,718,238 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $20,771 |
Value of total corrective distributions | 2019-12-31 | $66,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $52,318,474 |
Value of total assets at end of year | 2019-12-31 | $635,036,252 |
Value of total assets at beginning of year | 2019-12-31 | $532,135,778 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $571,065 |
Total interest from all sources | 2019-12-31 | $189,872 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $18,859,510 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $18,859,510 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $20,728,983 |
Participant contributions at end of year | 2019-12-31 | $3,582,727 |
Participant contributions at beginning of year | 2019-12-31 | $3,323,975 |
Participant contributions at end of year | 2019-12-31 | $703,045 |
Participant contributions at beginning of year | 2019-12-31 | $675,879 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $13,617,150 |
Administrative expenses (other) incurred | 2019-12-31 | $571,065 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $102,674,450 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $635,036,252 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $532,135,778 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $375,284,567 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $323,564,086 |
Interest on participant loans | 2019-12-31 | $189,872 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $254,203,459 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $202,851,854 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $56,532,683 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $41,150,840 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $17,972,341 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,262,454 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,719,984 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $65,718,238 |
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 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2019-12-31 | 383635706 |
2018 : DANA RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $20,199,067 |
Total transfer of assets from this plan | 2018-12-31 | $1,734,272 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $14,121,164 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $49,691,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $49,080,188 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $33,368 |
Value of total corrective distributions | 2018-12-31 | $64,315 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $44,088,274 |
Value of total assets at end of year | 2018-12-31 | $532,135,778 |
Value of total assets at beginning of year | 2018-12-31 | $549,241,669 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $513,979 |
Total interest from all sources | 2018-12-31 | $161,617 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $22,179,267 |
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 | $22,179,267 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $50,000,000 |
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 | $21,735,359 |
Participant contributions at end of year | 2018-12-31 | $3,323,975 |
Participant contributions at beginning of year | 2018-12-31 | $3,053,066 |
Participant contributions at end of year | 2018-12-31 | $675,879 |
Participant contributions at beginning of year | 2018-12-31 | $587,908 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,303,225 |
Administrative expenses (other) incurred | 2018-12-31 | $513,979 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-35,570,686 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $532,135,778 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $549,241,669 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $323,564,086 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $353,224,639 |
Interest on participant loans | 2018-12-31 | $161,617 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $202,851,854 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $191,175,748 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-40,665,085 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-11,642,909 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $20,049,690 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,719,984 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,200,308 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $49,080,188 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2018-12-31 | 383635706 |
2017 : DANA RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $163,962 |
Total transfer of assets from this plan | 2017-12-31 | $46,068 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $122,686,201 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $41,937,654 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $41,384,687 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $15,284 |
Value of total corrective distributions | 2017-12-31 | $59,055 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $35,812,324 |
Value of total assets at end of year | 2017-12-31 | $549,241,669 |
Value of total assets at beginning of year | 2017-12-31 | $468,375,228 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $478,628 |
Total interest from all sources | 2017-12-31 | $125,661 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $13,505,145 |
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 | $13,505,145 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $50,000,000 |
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 | $17,699,493 |
Participant contributions at end of year | 2017-12-31 | $3,053,066 |
Participant contributions at beginning of year | 2017-12-31 | $2,895,743 |
Participant contributions at end of year | 2017-12-31 | $587,908 |
Participant contributions at beginning of year | 2017-12-31 | $519,611 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,473,575 |
Administrative expenses (other) incurred | 2017-12-31 | $478,628 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $80,748,547 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $549,241,669 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $468,375,228 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $353,224,639 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $305,942,150 |
Interest on participant loans | 2017-12-31 | $125,661 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $191,175,748 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $158,001,720 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $47,431,266 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $25,811,805 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $15,639,256 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,200,308 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,016,004 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $41,384,687 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2017-12-31 | 383635706 |
2016 : DANA RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $204,173 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $68,633,912 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $34,863,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $34,392,453 |
Value of total corrective distributions | 2016-12-31 | $67,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $31,045,360 |
Value of total assets at end of year | 2016-12-31 | $468,375,228 |
Value of total assets at beginning of year | 2016-12-31 | $434,400,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $403,996 |
Total interest from all sources | 2016-12-31 | $121,283 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $10,616,911 |
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 | $10,616,911 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $50,000,000 |
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 | $15,712,752 |
Participant contributions at end of year | 2016-12-31 | $2,895,743 |
Participant contributions at beginning of year | 2016-12-31 | $2,844,497 |
Participant contributions at end of year | 2016-12-31 | $519,611 |
Participant contributions at beginning of year | 2016-12-31 | $453,383 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,309,822 |
Administrative expenses (other) incurred | 2016-12-31 | $403,996 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $33,770,357 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $468,375,228 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $434,400,698 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $305,942,150 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $287,172,283 |
Interest on participant loans | 2016-12-31 | $121,283 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $158,001,720 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $143,123,109 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $16,222,833 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $10,627,525 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $14,022,786 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,016,004 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $807,426 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $34,392,453 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2016-12-31 | 383635706 |
2015 : DANA RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $322,026 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $27,925,060 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $31,104,081 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $30,623,460 |
Value of total corrective distributions | 2015-12-31 | $44,745 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $28,957,634 |
Value of total assets at end of year | 2015-12-31 | $434,400,698 |
Value of total assets at beginning of year | 2015-12-31 | $437,257,693 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $435,876 |
Total interest from all sources | 2015-12-31 | $113,516 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $13,040,047 |
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 | $13,040,047 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $50,000,000 |
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 | $13,541,213 |
Participant contributions at end of year | 2015-12-31 | $2,844,497 |
Participant contributions at beginning of year | 2015-12-31 | $2,635,329 |
Participant contributions at end of year | 2015-12-31 | $453,383 |
Participant contributions at beginning of year | 2015-12-31 | $353,530 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,772,368 |
Administrative expenses (other) incurred | 2015-12-31 | $435,876 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-3,179,021 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $434,400,698 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $437,257,693 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $287,172,283 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $293,345,612 |
Interest on participant loans | 2015-12-31 | $113,516 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $143,123,109 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $140,160,793 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-13,038,843 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-1,147,294 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $12,644,053 |
Employer contributions (assets) at end of year | 2015-12-31 | $807,426 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $762,429 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $30,623,460 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2015-12-31 | 383635706 |
2014 : DANA RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $179,018 |
Total transfer of assets from this plan | 2014-12-31 | $18,729 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $66,314,568 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $36,891,020 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $36,667,157 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $21,217 |
Value of total corrective distributions | 2014-12-31 | $37,254 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $25,453,241 |
Value of total assets at end of year | 2014-12-31 | $437,257,693 |
Value of total assets at beginning of year | 2014-12-31 | $407,673,856 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $165,392 |
Total interest from all sources | 2014-12-31 | $112,615 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $13,373,127 |
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 | $13,373,127 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
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 | $12,508,863 |
Participant contributions at end of year | 2014-12-31 | $2,635,329 |
Participant contributions at beginning of year | 2014-12-31 | $2,771,021 |
Participant contributions at end of year | 2014-12-31 | $353,530 |
Participant contributions at beginning of year | 2014-12-31 | $352,257 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,061,809 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $950 |
Administrative expenses (other) incurred | 2014-12-31 | $165,392 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $29,423,548 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $437,257,693 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $407,673,856 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $293,345,612 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $403,787,838 |
Interest on participant loans | 2014-12-31 | $112,615 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $140,160,793 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $94,241 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $24,368,591 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,006,994 |
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 |
Contributions received in cash from employer | 2014-12-31 | $11,882,569 |
Employer contributions (assets) at end of year | 2014-12-31 | $762,429 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $668,499 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $36,666,207 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2014-12-31 | 383635706 |
2013 : DANA RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $114,816 |
Total transfer of assets from this plan | 2013-12-31 | $10,470 |
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 |
Total income from all sources (including contributions) | 2013-12-31 | $98,819,058 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $28,885,046 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $28,696,051 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $7,458 |
Value of total corrective distributions | 2013-12-31 | $11,458 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $22,065,849 |
Value of total assets at end of year | 2013-12-31 | $407,673,856 |
Value of total assets at beginning of year | 2013-12-31 | $337,635,498 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $170,079 |
Total interest from all sources | 2013-12-31 | $118,454 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $12,957,876 |
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 | $12,957,876 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
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 | $11,824,232 |
Participant contributions at end of year | 2013-12-31 | $2,771,021 |
Participant contributions at beginning of year | 2013-12-31 | $2,796,997 |
Participant contributions at end of year | 2013-12-31 | $352,257 |
Participant contributions at beginning of year | 2013-12-31 | $357,537 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,378,086 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $7,062 |
Other income not declared elsewhere | 2013-12-31 | $50,245 |
Administrative expenses (other) incurred | 2013-12-31 | $170,079 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $69,934,012 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $407,673,856 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $337,635,498 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $403,787,838 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $333,794,220 |
Interest on participant loans | 2013-12-31 | $118,454 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $94,241 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $108,306 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $63,627,967 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-1,333 |
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 |
Contributions received in cash from employer | 2013-12-31 | $8,863,531 |
Employer contributions (assets) at end of year | 2013-12-31 | $668,499 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $578,438 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $28,688,989 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | REHMANN ROBSON, LLC |
Accountancy firm EIN | 2013-12-31 | 383635706 |
2012 : DANA RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $208,609 |
Total transfer of assets from this plan | 2012-12-31 | $618 |
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 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $56,491,446 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $32,060,524 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $31,969,851 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $13,594 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $18,699,566 |
Value of total assets at end of year | 2012-12-31 | $337,635,498 |
Value of total assets at beginning of year | 2012-12-31 | $312,996,585 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $77,079 |
Total interest from all sources | 2012-12-31 | $127,443 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $8,064,196 |
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 | $8,064,196 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $11,331,617 |
Participant contributions at end of year | 2012-12-31 | $2,796,997 |
Participant contributions at beginning of year | 2012-12-31 | $3,025,074 |
Participant contributions at end of year | 2012-12-31 | $357,537 |
Participant contributions at beginning of year | 2012-12-31 | $345,308 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $389,047 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $36,584 |
Other income not declared elsewhere | 2012-12-31 | $-41,043 |
Administrative expenses (other) incurred | 2012-12-31 | $77,079 |
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 | $24,430,922 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $337,635,498 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $312,996,585 |
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 | $333,794,220 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $309,059,781 |
Interest on participant loans | 2012-12-31 | $127,443 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $108,306 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $107,179 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $29,638,402 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,882 |
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 | $6,978,902 |
Employer contributions (assets) at end of year | 2012-12-31 | $578,438 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $459,243 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $31,933,267 |
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 | REHMANN ROBSON |
Accountancy firm EIN | 2012-12-31 | 383567911 |
2011 : DANA RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $542,652 |
Total transfer of assets from this plan | 2011-12-31 | $1,250,639 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $18,535,482 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $34,507,888 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $34,397,123 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $28,588 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $17,599,289 |
Value of total assets at end of year | 2011-12-31 | $312,996,585 |
Value of total assets at beginning of year | 2011-12-31 | $329,676,978 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $82,177 |
Total interest from all sources | 2011-12-31 | $138,587 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $8,703,407 |
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 | $8,703,407 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $10,640,236 |
Participant contributions at end of year | 2011-12-31 | $3,025,074 |
Participant contributions at beginning of year | 2011-12-31 | $2,898,295 |
Participant contributions at end of year | 2011-12-31 | $345,308 |
Participant contributions at beginning of year | 2011-12-31 | $687,920 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,859,557 |
Administrative expenses (other) incurred | 2011-12-31 | $82,177 |
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 | $-15,972,406 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $312,996,585 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $329,676,978 |
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 | $309,059,781 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $325,590,183 |
Interest on participant loans | 2011-12-31 | $138,587 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $107,179 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-7,912,143 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $6,342 |
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 | $5,099,496 |
Employer contributions (assets) at end of year | 2011-12-31 | $459,243 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $500,580 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $34,397,123 |
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 | SPILMAN HILLS & HEIDEBRINK, LTD. |
Accountancy firm EIN | 2011-12-31 | 341833111 |
2010 : DANA RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $49,821 |
Total transfer of assets from this plan | 2010-12-31 | $14,921,571 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $46,743,404 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $43,550,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $43,343,363 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $121,410 |
Value of total corrective distributions | 2010-12-31 | $11,958 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $13,644,365 |
Value of total assets at end of year | 2010-12-31 | $329,676,978 |
Value of total assets at beginning of year | 2010-12-31 | $341,356,155 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $74,100 |
Total interest from all sources | 2010-12-31 | $160,431 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $6,159,272 |
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 | $6,159,272 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $8,989,497 |
Participant contributions at end of year | 2010-12-31 | $2,898,295 |
Participant contributions at beginning of year | 2010-12-31 | $3,549,187 |
Participant contributions at end of year | 2010-12-31 | $687,920 |
Participant contributions at beginning of year | 2010-12-31 | $685,827 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $389,801 |
Administrative expenses (other) incurred | 2010-12-31 | $74,100 |
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 | $3,192,573 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $329,676,978 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $341,356,155 |
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 | $325,590,183 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $337,121,141 |
Interest on participant loans | 2010-12-31 | $160,431 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $26,779,336 |
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 | $4,265,067 |
Employer contributions (assets) at end of year | 2010-12-31 | $500,580 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $43,343,363 |
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 | SPILMAN, HILLS & HEIDEBRINK, LTD |
Accountancy firm EIN | 2010-12-31 | 341833111 |
2023: DANA RETIREMENT SAVINGS PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: DANA RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: DANA RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: DANA RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: DANA RETIREMENT SAVINGS 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 | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: DANA RETIREMENT SAVINGS 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: DANA RETIREMENT SAVINGS 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 | This return/report is a short plan year return/report (less than 12 months) | 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: DANA RETIREMENT SAVINGS 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: DANA RETIREMENT SAVINGS 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: DANA RETIREMENT SAVINGS 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: DANA RETIREMENT SAVINGS 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: DANA RETIREMENT SAVINGS 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 is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DANA RETIREMENT SAVINGS 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 is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DANA RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | First time form 5500 has been submitted | Yes |
2009-04-01 | Submission has been amended | No |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-04-01 | Plan is a collectively bargained plan | Yes |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement - Trust | Yes |