Plan Name | DANA LIMITED UAW SUB PLAN |
Plan identification number | 508 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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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 |
---|---|---|---|---|---|
508 | 2023-01-01 | JEFFREY B. CZERWINSKI | 2024-10-08 | ||
508 | 2022-01-01 | JEFFREY B. CZERWINSKI | 2023-10-12 | ||
508 | 2021-01-01 | JEFF CZERWINSKI | 2022-10-12 | ||
508 | 2020-01-01 | ||||
508 | 2019-01-01 | ||||
508 | 2018-01-01 | ||||
508 | 2017-01-01 | CHRISTINE PATTEN | |||
508 | 2016-01-01 | CHRISTINE PATTEN | |||
508 | 2015-01-01 | CHRISTINE PATTEN | |||
508 | 2014-01-01 | CHRISTINE PATTEN | |||
508 | 2013-01-01 | AMY ACS | |||
508 | 2012-09-01 | AMY ACS | |||
508 | 2011-09-01 | AMY ACS | |||
508 | 2010-09-01 | AMY ACS | |||
508 | 2009-09-01 | AMY ACS |
Measure | Date | Value |
---|---|---|
2023: DANA LIMITED UAW SUB PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 408 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 334 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 334 |
Number of employers contributing to the scheme | 2023-01-01 | 0 |
2022: DANA LIMITED UAW SUB PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 408 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 348 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 349 |
Number of employers contributing to the scheme | 2022-01-01 | 0 |
2021: DANA LIMITED UAW SUB PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 450 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 408 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 408 |
Number of employers contributing to the scheme | 2021-01-01 | 0 |
2020: DANA LIMITED UAW SUB PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 488 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 450 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 450 |
2019: DANA LIMITED UAW SUB PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 461 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 490 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 490 |
2018: DANA LIMITED UAW SUB PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 413 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 471 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 471 |
2017: DANA LIMITED UAW SUB PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 381 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 413 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 413 |
2016: DANA LIMITED UAW SUB PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 433 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 381 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 381 |
2015: DANA LIMITED UAW SUB PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 421 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 433 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 433 |
2014: DANA LIMITED UAW SUB PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 393 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 421 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 421 |
2013: DANA LIMITED UAW SUB PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 439 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 393 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 393 |
2012: DANA LIMITED UAW SUB PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-09-01 | 445 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 439 |
Number of retired or separated participants receiving benefits | 2012-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-09-01 | 0 |
Total of all active and inactive participants | 2012-09-01 | 439 |
2011: DANA LIMITED UAW SUB PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-09-01 | 440 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 439 |
Number of retired or separated participants receiving benefits | 2011-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 0 |
Total of all active and inactive participants | 2011-09-01 | 439 |
2010: DANA LIMITED UAW SUB PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-09-01 | 644 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-09-01 | 440 |
Number of retired or separated participants receiving benefits | 2010-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-09-01 | 0 |
Total of all active and inactive participants | 2010-09-01 | 440 |
2009: DANA LIMITED UAW SUB PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-09-01 | 664 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 644 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 0 |
Total of all active and inactive participants | 2009-09-01 | 644 |
Measure | Date | Value |
---|---|---|
2023 : DANA LIMITED UAW SUB PLAN 2023 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $744 |
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $744 |
Total income from all sources (including contributions) | 2023-12-31 | $21,659 |
Total of all expenses incurred | 2023-12-31 | $1,417 |
Value of total assets at end of year | 2023-12-31 | $451,231 |
Value of total assets at beginning of year | 2023-12-31 | $430,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,417 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $20,915 |
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 | $20,915 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $264 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $134 |
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 | $20,242 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $451,231 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $430,989 |
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 |
Investment advisory and management fees | 2023-12-31 | $1,417 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $450,967 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $430,855 |
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 |
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 LIMITED UAW SUB PLAN 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $4,658 |
Total of all expenses incurred | 2022-12-31 | $1,908 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $430,989 |
Value of total assets at beginning of year | 2022-12-31 | $428,239 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,908 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,134 |
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 | $6,134 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $134 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2 |
Other income not declared elsewhere | 2022-12-31 | $-1,476 |
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 | $2,750 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $430,989 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $428,239 |
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 |
Investment advisory and management fees | 2022-12-31 | $1,908 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $430,855 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $428,237 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
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 | $0 |
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 LIMITED UAW SUB PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $256,047 |
Total of all expenses incurred | 2021-12-31 | $1,040 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $256,284 |
Value of total assets at end of year | 2021-12-31 | $428,239 |
Value of total assets at beginning of year | 2021-12-31 | $173,232 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,040 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $44 |
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 | $44 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $1 |
Other income not declared elsewhere | 2021-12-31 | $-281 |
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 | $255,007 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $428,239 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $173,232 |
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 |
Investment advisory and management fees | 2021-12-31 | $1,040 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $428,237 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $173,231 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
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 | $256,284 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $0 |
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 LIMITED UAW SUB PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
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 | $161,266 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $456,772 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $455,656 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $157,926 |
Value of total assets at end of year | 2020-12-31 | $173,232 |
Value of total assets at beginning of year | 2020-12-31 | $468,738 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,116 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,319 |
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 | $3,319 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $18 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $333 |
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 | $-295,506 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $173,232 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $468,738 |
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 |
Investment advisory and management fees | 2020-12-31 | $1,116 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $173,231 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $468,387 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $21 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
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 | $157,926 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $455,656 |
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 LIMITED UAW SUB PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
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 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 | $53,030 |
Total income from all sources (including contributions) | 2019-12-31 | $53,030 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,576 |
Total of all expenses incurred | 2019-12-31 | $1,576 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $41,263 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $41,263 |
Value of total assets at end of year | 2019-12-31 | $468,738 |
Value of total assets at end of year | 2019-12-31 | $468,738 |
Value of total assets at beginning of year | 2019-12-31 | $417,284 |
Value of total assets at beginning of year | 2019-12-31 | $417,284 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,576 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,576 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $11,613 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $11,613 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $11,613 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $11,613 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $18 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $18 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $108 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $108 |
Total non interest bearing cash at end of year | 2019-12-31 | $333 |
Total non interest bearing cash at end of year | 2019-12-31 | $333 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $51,454 |
Value of net income/loss | 2019-12-31 | $51,454 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $468,738 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $468,738 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $417,284 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $417,284 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $1,576 |
Investment advisory and management fees | 2019-12-31 | $1,576 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $468,387 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $468,387 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $417,176 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $417,176 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $154 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $154 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $41,263 |
Contributions received in cash from employer | 2019-12-31 | $41,263 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | 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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | REHMANN ROBSON LLC |
Accountancy firm name | 2019-12-31 | REHMANN ROBSON LLC |
Accountancy firm EIN | 2019-12-31 | 383635706 |
Accountancy firm EIN | 2019-12-31 | 383635706 |
2018 : DANA LIMITED UAW SUB PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $7,094 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,543 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,951 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $417,284 |
Value of total assets at beginning of year | 2018-12-31 | $414,733 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,592 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $6,899 |
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 | $6,899 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $108 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $51 |
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 | $2,551 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $417,284 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $414,733 |
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 |
Investment advisory and management fees | 2018-12-31 | $1,592 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $417,176 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $414,682 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $195 |
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 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,951 |
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 LIMITED UAW SUB PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $87,561 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $35,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $34,709 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $84,836 |
Value of total assets at end of year | 2017-12-31 | $414,733 |
Value of total assets at beginning of year | 2017-12-31 | $363,139 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,258 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,933 |
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 | $2,933 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $51 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $20 |
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 | $51,594 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $414,733 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $363,139 |
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 |
Investment advisory and management fees | 2017-12-31 | $1,258 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $414,682 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $363,119 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $-208 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
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 | $84,836 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $34,709 |
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 LIMITED UAW SUB PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
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 | $119,442 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $226,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $225,477 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $117,351 |
Value of total assets at end of year | 2016-12-31 | $363,139 |
Value of total assets at beginning of year | 2016-12-31 | $470,520 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,346 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,886 |
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 | $1,886 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $20 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $2 |
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 | $-107,381 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $363,139 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $470,520 |
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 |
Investment advisory and management fees | 2016-12-31 | $1,346 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $363,119 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $470,518 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $205 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
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 | $117,351 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $225,477 |
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 LIMITED UAW SUB PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,530 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,612 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $470,520 |
Value of total assets at beginning of year | 2015-12-31 | $470,602 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,612 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,991 |
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 | $1,991 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $2 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $79 |
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 | $-82 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $470,520 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $470,602 |
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 |
Investment advisory and management fees | 2015-12-31 | $1,612 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $470,518 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $470,523 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-461 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
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 |
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 LIMITED UAW SUB PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $21 |
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 | $412 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,612 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $470,602 |
Value of total assets at beginning of year | 2014-12-31 | $471,823 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,612 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $883 |
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 | $883 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $79 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $207 |
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 | $-1,200 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $470,602 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $471,823 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $1,612 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $470,523 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $471,616 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-471 |
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 |
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 LIMITED UAW SUB PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
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 | $493 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,458 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $471,823 |
Value of total assets at beginning of year | 2013-12-31 | $472,788 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,458 |
Total interest from all sources | 2013-12-31 | $35 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $458 |
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 | $458 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $207 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $4 |
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 | $-965 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $471,823 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $472,788 |
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 |
Investment advisory and management fees | 2013-12-31 | $1,458 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $471,616 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $472,784 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $35 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 |
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 | 383567911 |
2012 : DANA LIMITED UAW SUB PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
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 | $30,636 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,652 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $30,621 |
Value of total assets at end of year | 2012-12-31 | $472,788 |
Value of total assets at beginning of year | 2012-12-31 | $444,158 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $354 |
Total interest from all sources | 2012-12-31 | $15 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $4 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $4 |
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 | $28,630 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $472,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $444,158 |
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 |
Investment advisory and management fees | 2012-12-31 | $354 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $472,784 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $444,154 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $15 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
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 | $30,621 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,652 |
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 LLC |
Accountancy firm EIN | 2012-12-31 | 383567911 |
Total unrealized appreciation/depreciation of assets | 2012-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $0 |
Total income from all sources (including contributions) | 2012-08-31 | $19,452 |
Total loss/gain on sale of assets | 2012-08-31 | $0 |
Total of all expenses incurred | 2012-08-31 | $23,824 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-08-31 | $22,488 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-08-31 | $19,347 |
Value of total assets at end of year | 2012-08-31 | $444,158 |
Value of total assets at beginning of year | 2012-08-31 | $448,530 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-08-31 | $1,336 |
Total interest from all sources | 2012-08-31 | $105 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-08-31 | No |
Was this plan covered by a fidelity bond | 2012-08-31 | Yes |
Value of fidelity bond cover | 2012-08-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-08-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-08-31 | $4 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-08-31 | $4,539 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
Value of net income/loss | 2012-08-31 | $-4,372 |
Value of net assets at end of year (total assets less liabilities) | 2012-08-31 | $444,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-08-31 | $448,530 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-08-31 | No |
Investment advisory and management fees | 2012-08-31 | $1,336 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-08-31 | $444,154 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-08-31 | $443,991 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-08-31 | $105 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-08-31 | No |
Contributions received in cash from employer | 2012-08-31 | $19,347 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-08-31 | $22,488 |
Did the plan have assets held for investment | 2012-08-31 | 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 | 2012-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-08-31 | No |
2011 : DANA LIMITED UAW SUB PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-08-31 | $0 |
Total transfer of assets from this plan | 2011-08-31 | $244,652 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $0 |
Total income from all sources (including contributions) | 2011-08-31 | $365 |
Total loss/gain on sale of assets | 2011-08-31 | $0 |
Total of all expenses incurred | 2011-08-31 | $8,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-08-31 | $7,396 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-08-31 | $0 |
Value of total assets at end of year | 2011-08-31 | $448,530 |
Value of total assets at beginning of year | 2011-08-31 | $701,806 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-08-31 | $1,593 |
Total interest from all sources | 2011-08-31 | $365 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-08-31 | No |
Was this plan covered by a fidelity bond | 2011-08-31 | Yes |
Value of fidelity bond cover | 2011-08-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-08-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-08-31 | $4,539 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-08-31 | $6 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Value of net income/loss | 2011-08-31 | $-8,624 |
Value of net assets at end of year (total assets less liabilities) | 2011-08-31 | $448,530 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-08-31 | $701,806 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-08-31 | No |
Investment advisory and management fees | 2011-08-31 | $1,593 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-08-31 | $443,991 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-08-31 | $701,800 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-08-31 | $365 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-08-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-08-31 | $7,396 |
Did the plan have assets held for investment | 2011-08-31 | 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 | 2011-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-08-31 | Disclaimer |
Accountancy firm name | 2011-08-31 | SPILMAN, HILLS & HEIDEBRINK, LTD. |
Accountancy firm EIN | 2011-08-31 | 341833111 |
2023: DANA LIMITED UAW SUB PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Plan is a collectively bargained plan | Yes |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: DANA LIMITED UAW SUB PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: DANA LIMITED UAW SUB PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: DANA LIMITED UAW SUB 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 | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: DANA LIMITED UAW SUB 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 | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DANA LIMITED UAW SUB 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 | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DANA LIMITED UAW SUB 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 | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DANA LIMITED UAW SUB 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 | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: DANA LIMITED UAW SUB 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 | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DANA LIMITED UAW SUB 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 | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DANA LIMITED UAW SUB 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 | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DANA LIMITED UAW SUB PLAN 2012 form 5500 responses | ||
2012-09-01 | Type of plan entity | Single employer plan |
2012-09-01 | Submission has been amended | No |
2012-09-01 | This submission is the final filing | No |
2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2012-09-01 | Plan is a collectively bargained plan | Yes |
2012-09-01 | Plan funding arrangement – Trust | Yes |
2012-09-01 | Plan benefit arrangement - Trust | Yes |
2011: DANA LIMITED UAW SUB PLAN 2011 form 5500 responses | ||
2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Submission has been amended | No |
2011-09-01 | This submission is the final filing | No |
2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-09-01 | Plan is a collectively bargained plan | Yes |
2011-09-01 | Plan funding arrangement – Trust | Yes |
2011-09-01 | Plan benefit arrangement - Trust | Yes |
2010: DANA LIMITED UAW SUB PLAN 2010 form 5500 responses | ||
2010-09-01 | Type of plan entity | Single employer plan |
2010-09-01 | Submission has been amended | No |
2010-09-01 | This submission is the final filing | No |
2010-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-09-01 | Plan is a collectively bargained plan | Yes |
2010-09-01 | Plan funding arrangement – Trust | Yes |
2010-09-01 | Plan benefit arrangement - Trust | Yes |
2009: DANA LIMITED UAW SUB PLAN 2009 form 5500 responses | ||
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | Yes |
2009-09-01 | Plan funding arrangement – Trust | Yes |
2009-09-01 | Plan benefit arrangement - Trust | Yes |