Logo

SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 401k Plan overview

Plan NameSEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN
Plan identification number 001

SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SEW-EURODRIVE, INC. has sponsored the creation of one or more 401k plans.

Company Name:SEW-EURODRIVE, INC.
Employer identification number (EIN):310870891
NAIC Classification:333900

Additional information about SEW-EURODRIVE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1985-05-08
Company Identification Number: 0006568106
Legal Registered Office Address: PO BOX 518

LYMAN
United States of America (USA)
29365

More information about SEW-EURODRIVE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ERICA MOSELEY ERICA MOSELEY2018-07-31
0012017-01-01EDIE BACOME EDIE BACOME2018-10-12
0012016-01-01EDIE BACOME EDIE BACOME2017-07-31
0012015-01-01EDIE BACOME
0012014-01-01EDIE BACOME
0012013-01-01EDIE BACOME
0012012-01-01RANDALL L. DIGBY
0012011-01-01RANDALL DIGBY
0012010-01-01RANDALL DIGBY
0012009-01-01RANDY DIGBY RANDY DIGBY2010-07-26

Plan Statistics for SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN

401k plan membership statisitcs for SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN

Measure Date Value
2022: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,104
Total number of active participants reported on line 7a of the Form 55002022-01-01965
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01152
Total of all active and inactive participants2022-01-011,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0116
Total participants2022-01-011,136
Number of participants with account balances2022-01-011,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0137
2021: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,045
Total number of active participants reported on line 7a of the Form 55002021-01-01903
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01183
Total of all active and inactive participants2021-01-011,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-011,104
Number of participants with account balances2021-01-011,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0144
2020: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,111
Total number of active participants reported on line 7a of the Form 55002020-01-01874
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01159
Total of all active and inactive participants2020-01-011,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-011,050
Number of participants with account balances2020-01-011,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,031
Total number of active participants reported on line 7a of the Form 55002019-01-01907
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01184
Total of all active and inactive participants2019-01-011,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-011,111
Number of participants with account balances2019-01-011,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01980
Total number of active participants reported on line 7a of the Form 55002018-01-01841
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01178
Total of all active and inactive participants2018-01-011,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-011,031
Number of participants with account balances2018-01-011,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01894
Total number of active participants reported on line 7a of the Form 55002017-01-01813
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01160
Total of all active and inactive participants2017-01-01975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01980
Number of participants with account balances2017-01-01974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01846
Total number of active participants reported on line 7a of the Form 55002016-01-01740
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01139
Total of all active and inactive participants2016-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-01891
Number of participants with account balances2016-01-01884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01798
Total number of active participants reported on line 7a of the Form 55002015-01-01710
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01123
Total of all active and inactive participants2015-01-01834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-01846
Number of participants with account balances2015-01-01843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01748
Total number of active participants reported on line 7a of the Form 55002014-01-01688
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-01792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01798
Number of participants with account balances2014-01-01797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01751
Total number of active participants reported on line 7a of the Form 55002013-01-01665
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0178
Total of all active and inactive participants2013-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01748
Number of participants with account balances2013-01-01747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01675
Total number of active participants reported on line 7a of the Form 55002012-01-01666
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0182
Total of all active and inactive participants2012-01-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01751
Number of participants with account balances2012-01-01726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01626
Total number of active participants reported on line 7a of the Form 55002011-01-01610
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01668
Number of participants with account balances2011-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01629
Total number of active participants reported on line 7a of the Form 55002010-01-01585
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0140
Total of all active and inactive participants2010-01-01625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01626
Number of participants with account balances2010-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01650
Total number of active participants reported on line 7a of the Form 55002009-01-01591
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01629
Number of participants with account balances2009-01-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN

Measure Date Value
2022 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-18,903,300
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,486,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,315,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,962,094
Value of total assets at end of year2022-12-31$174,770,083
Value of total assets at beginning of year2022-12-31$210,159,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$170,838
Total interest from all sources2022-12-31$110,731
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$880,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$880,063
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,028,638
Participant contributions at end of year2022-12-31$2,907,753
Participant contributions at beginning of year2022-12-31$2,899,386
Assets. Other investments not covered elsewhere at end of year2022-12-31$11,256,053
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$14,218,871
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,196,739
Other income not declared elsewhere2022-12-31$-4,745,038
Administrative expenses (other) incurred2022-12-31$1,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-35,389,768
Value of net assets at end of year (total assets less liabilities)2022-12-31$174,770,083
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$210,159,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$54,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$59,589,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$51,121,397
Interest on participant loans2022-12-31$110,731
Value of interest in common/collective trusts at end of year2022-12-31$95,490,039
Value of interest in common/collective trusts at beginning of year2022-12-31$136,840,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,539,052
Net investment gain or loss from common/collective trusts2022-12-31$-20,572,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,736,717
Employer contributions (assets) at end of year2022-12-31$5,526,591
Employer contributions (assets) at beginning of year2022-12-31$5,079,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,315,630
Contract administrator fees2022-12-31$114,894
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$38,782,455
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,988,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,682,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,969,011
Value of total assets at end of year2021-12-31$210,159,851
Value of total assets at beginning of year2021-12-31$190,365,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$306,152
Total interest from all sources2021-12-31$124,004
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$634,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$634,941
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$202,465
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,678,042
Participant contributions at end of year2021-12-31$2,899,386
Participant contributions at beginning of year2021-12-31$3,165,244
Assets. Other investments not covered elsewhere at end of year2021-12-31$14,218,871
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$42,890
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$259,138
Other income not declared elsewhere2021-12-31$115,047
Administrative expenses (other) incurred2021-12-31$189,913
Total non interest bearing cash at beginning of year2021-12-31$7,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,794,220
Value of net assets at end of year (total assets less liabilities)2021-12-31$210,159,851
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$190,365,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$51,121,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$57,355,239
Interest on participant loans2021-12-31$124,004
Value of interest in common/collective trusts at end of year2021-12-31$136,840,252
Value of interest in common/collective trusts at beginning of year2021-12-31$115,040,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,804,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,804,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,330,299
Net investment gain or loss from common/collective trusts2021-12-31$19,609,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,031,831
Employer contributions (assets) at end of year2021-12-31$5,079,945
Employer contributions (assets) at beginning of year2021-12-31$4,603,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,682,083
Contract administrator fees2021-12-31$116,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$7,143,426
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,612,464
Total unrealized appreciation/depreciation of assets2020-12-31$1,612,464
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$36,929,206
Total loss/gain on sale of assets2020-12-31$1,225,851
Total of all expenses incurred2020-12-31$13,801,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,469,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,237,106
Value of total assets at end of year2020-12-31$190,365,631
Value of total assets at beginning of year2020-12-31$167,238,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$332,095
Total interest from all sources2020-12-31$139,790
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$726,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$639,807
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$202,465
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$194,214
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,007,318
Participant contributions at end of year2020-12-31$3,165,244
Participant contributions at beginning of year2020-12-31$3,108,982
Assets. Other investments not covered elsewhere at end of year2020-12-31$42,890
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,600
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$200,639
Other income not declared elsewhere2020-12-31$-19,559
Administrative expenses (other) incurred2020-12-31$332,095
Total non interest bearing cash at end of year2020-12-31$7,391
Total non interest bearing cash at beginning of year2020-12-31$-63,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$23,127,594
Value of net assets at end of year (total assets less liabilities)2020-12-31$190,365,631
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$167,238,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$57,355,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$51,527,775
Interest on participant loans2020-12-31$139,424
Interest earned on other investments2020-12-31$2
Value of interest in common/collective trusts at end of year2020-12-31$115,040,689
Value of interest in common/collective trusts at beginning of year2020-12-31$101,936,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,804,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,596,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,596,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,328,562
Net investment gain or loss from common/collective trusts2020-12-31$13,678,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,029,149
Employer contributions (assets) at end of year2020-12-31$4,603,532
Employer contributions (assets) at beginning of year2020-12-31$4,806,215
Income. Dividends from preferred stock2020-12-31$9,723
Income. Dividends from common stock2020-12-31$76,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,469,517
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$7,143,426
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,129,191
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$29,220,511
Aggregate carrying amount (costs) on sale of assets2020-12-31$27,994,660
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$903,117
Total unrealized appreciation/depreciation of assets2019-12-31$903,117
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$39,021,721
Total loss/gain on sale of assets2019-12-31$26,808
Total of all expenses incurred2019-12-31$10,590,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,292,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,718,225
Value of total assets at end of year2019-12-31$167,238,037
Value of total assets at beginning of year2019-12-31$138,806,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$298,031
Total interest from all sources2019-12-31$146,370
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$960,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$883,926
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$194,214
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$170,585
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,038,249
Participant contributions at end of year2019-12-31$3,108,982
Participant contributions at beginning of year2019-12-31$3,231,032
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,600
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$66
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$359,753
Other income not declared elsewhere2019-12-31$-3,131
Administrative expenses (other) incurred2019-12-31$298,031
Total non interest bearing cash at end of year2019-12-31$-63,512
Total non interest bearing cash at beginning of year2019-12-31$1,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$28,431,106
Value of net assets at end of year (total assets less liabilities)2019-12-31$167,238,037
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$138,806,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$51,527,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$69,626,867
Interest on participant loans2019-12-31$143,493
Interest earned on other investments2019-12-31$6
Value of interest in common/collective trusts at end of year2019-12-31$101,936,133
Value of interest in common/collective trusts at beginning of year2019-12-31$56,633,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,596,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,913,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,913,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,671,782
Net investment gain or loss from common/collective trusts2019-12-31$12,598,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,320,223
Employer contributions (assets) at end of year2019-12-31$4,806,215
Employer contributions (assets) at beginning of year2019-12-31$4,618,480
Income. Dividends from preferred stock2019-12-31$9,723
Income. Dividends from common stock2019-12-31$66,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,292,584
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,129,191
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,611,470
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,302,238
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,275,430
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-126,410
Total unrealized appreciation/depreciation of assets2018-12-31$-126,410
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$5,992,606
Total loss/gain on sale of assets2018-12-31$-197,604
Total of all expenses incurred2018-12-31$15,800,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,499,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,863,000
Value of total assets at end of year2018-12-31$138,806,931
Value of total assets at beginning of year2018-12-31$148,615,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$301,386
Total interest from all sources2018-12-31$132,554
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,209,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,122,912
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$170,585
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$188,019
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,862,815
Participant contributions at end of year2018-12-31$3,231,032
Participant contributions at beginning of year2018-12-31$3,474,378
Assets. Other investments not covered elsewhere at end of year2018-12-31$66
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$48,306
Other income not declared elsewhere2018-12-31$87
Administrative expenses (other) incurred2018-12-31$301,386
Total non interest bearing cash at end of year2018-12-31$1,751
Total non interest bearing cash at beginning of year2018-12-31$833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,808,073
Value of net assets at end of year (total assets less liabilities)2018-12-31$138,806,931
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$148,615,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$69,626,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$79,856,493
Interest on participant loans2018-12-31$130,083
Interest earned on other investments2018-12-31$62
Value of interest in common/collective trusts at end of year2018-12-31$56,633,629
Value of interest in common/collective trusts at beginning of year2018-12-31$56,450,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,913,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$965,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$965,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,793,218
Net investment gain or loss from common/collective trusts2018-12-31$-1,095,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,951,879
Employer contributions (assets) at end of year2018-12-31$4,618,480
Employer contributions (assets) at beginning of year2018-12-31$4,325,834
Income. Dividends from preferred stock2018-12-31$9,723
Income. Dividends from common stock2018-12-31$76,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,499,293
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$2,153
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,611,470
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$3,350,813
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$5,477,268
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,674,872
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$452,035
Total unrealized appreciation/depreciation of assets2017-12-31$452,035
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$31,058,674
Total loss/gain on sale of assets2017-12-31$152,766
Total of all expenses incurred2017-12-31$11,487,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,202,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,999,164
Value of total assets at end of year2017-12-31$148,615,004
Value of total assets at beginning of year2017-12-31$129,044,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$285,416
Total interest from all sources2017-12-31$125,422
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,218,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,129,706
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$188,019
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$572,949
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,558,255
Participant contributions at end of year2017-12-31$3,474,378
Participant contributions at beginning of year2017-12-31$3,666,068
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$49,424
Other income not declared elsewhere2017-12-31$-121,603
Administrative expenses (other) incurred2017-12-31$285,416
Total non interest bearing cash at end of year2017-12-31$833
Total non interest bearing cash at beginning of year2017-12-31$4,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$19,570,764
Value of net assets at end of year (total assets less liabilities)2017-12-31$148,615,004
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$129,044,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$79,856,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$76,359,361
Interest on participant loans2017-12-31$125,010
Value of interest in common/collective trusts at end of year2017-12-31$56,450,612
Value of interest in common/collective trusts at beginning of year2017-12-31$42,030,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$965,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$286,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$286,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,539,302
Net investment gain or loss from common/collective trusts2017-12-31$6,692,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,391,485
Employer contributions (assets) at end of year2017-12-31$4,325,834
Employer contributions (assets) at beginning of year2017-12-31$4,034,011
Income. Dividends from preferred stock2017-12-31$35,478
Income. Dividends from common stock2017-12-31$53,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,202,494
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$2,153
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,339
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$3,350,813
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,089,325
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$2,230,026
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,077,260
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$69,794
Total unrealized appreciation/depreciation of assets2016-12-31$69,794
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$18,306,337
Total loss/gain on sale of assets2016-12-31$68,658
Total of all expenses incurred2016-12-31$6,878,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,671,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,801,770
Value of total assets at end of year2016-12-31$129,044,240
Value of total assets at beginning of year2016-12-31$117,616,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$207,626
Total interest from all sources2016-12-31$118,425
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,013,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$932,002
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$572,949
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$381,925
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,242,615
Participant contributions at end of year2016-12-31$3,666,068
Participant contributions at beginning of year2016-12-31$3,388,108
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$701,676
Other income not declared elsewhere2016-12-31$-81,600
Administrative expenses (other) incurred2016-12-31$207,626
Total non interest bearing cash at end of year2016-12-31$4,277
Total non interest bearing cash at beginning of year2016-12-31$-4,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$11,427,678
Value of net assets at end of year (total assets less liabilities)2016-12-31$129,044,240
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$117,616,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$76,359,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$73,270,984
Interest on participant loans2016-12-31$118,391
Value of interest in common/collective trusts at end of year2016-12-31$42,030,524
Value of interest in common/collective trusts at beginning of year2016-12-31$34,080,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$286,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$326,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$326,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,095,359
Net investment gain or loss from common/collective trusts2016-12-31$2,220,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,857,479
Employer contributions (assets) at end of year2016-12-31$4,034,011
Employer contributions (assets) at beginning of year2016-12-31$3,861,096
Income. Dividends from preferred stock2016-12-31$30,524
Income. Dividends from common stock2016-12-31$51,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,671,033
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,339
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,149
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,089,325
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,309,443
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,037,881
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,969,223
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-204,677
Total unrealized appreciation/depreciation of assets2015-12-31$-204,677
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$10,687,032
Total loss/gain on sale of assets2015-12-31$-54,887
Total of all expenses incurred2015-12-31$6,872,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,667,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,786,995
Value of total assets at end of year2015-12-31$117,616,562
Value of total assets at beginning of year2015-12-31$113,802,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$204,894
Total interest from all sources2015-12-31$113,195
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,108,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,043,688
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$381,925
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$164,260
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,060,293
Participant contributions at end of year2015-12-31$3,388,108
Participant contributions at beginning of year2015-12-31$3,399,621
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$149,527
Other income not declared elsewhere2015-12-31$9,113
Administrative expenses (other) incurred2015-12-31$204,894
Total non interest bearing cash at end of year2015-12-31$-4,472
Total non interest bearing cash at beginning of year2015-12-31$-118,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,814,249
Value of net assets at end of year (total assets less liabilities)2015-12-31$117,616,562
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$113,802,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$73,270,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$72,836,920
Interest on participant loans2015-12-31$113,146
Value of interest in common/collective trusts at end of year2015-12-31$34,080,693
Value of interest in common/collective trusts at beginning of year2015-12-31$30,926,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$326,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$772,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$772,590
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$49
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-782,030
Net investment gain or loss from common/collective trusts2015-12-31$710,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,577,175
Employer contributions (assets) at end of year2015-12-31$3,861,096
Employer contributions (assets) at beginning of year2015-12-31$3,789,380
Income. Dividends from preferred stock2015-12-31$19,095
Income. Dividends from common stock2015-12-31$45,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,667,889
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,149
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,309,443
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,031,791
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$3,884,751
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,939,638
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$197,944
Total unrealized appreciation/depreciation of assets2014-12-31$197,944
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$17,601,247
Total loss/gain on sale of assets2014-12-31$-9,991
Total of all expenses incurred2014-12-31$7,531,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,293,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,518,217
Value of total assets at end of year2014-12-31$113,802,313
Value of total assets at beginning of year2014-12-31$103,732,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$238,479
Total interest from all sources2014-12-31$111,524
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,811,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,771,529
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$164,260
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,703,662
Participant contributions at end of year2014-12-31$3,399,621
Participant contributions at beginning of year2014-12-31$3,161,825
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$425,430
Other income not declared elsewhere2014-12-31$12,046
Administrative expenses (other) incurred2014-12-31$238,479
Total non interest bearing cash at end of year2014-12-31$-118,253
Total non interest bearing cash at beginning of year2014-12-31$-479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,069,746
Value of net assets at end of year (total assets less liabilities)2014-12-31$113,802,313
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$103,732,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$72,836,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$66,520,060
Interest on participant loans2014-12-31$111,433
Value of interest in common/collective trusts at end of year2014-12-31$30,926,004
Value of interest in common/collective trusts at beginning of year2014-12-31$27,424,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$772,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,223,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,223,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$91
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,337,112
Net investment gain or loss from common/collective trusts2014-12-31$1,623,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,389,125
Employer contributions (assets) at end of year2014-12-31$3,789,380
Employer contributions (assets) at beginning of year2014-12-31$3,464,929
Income. Dividends from preferred stock2014-12-31$1,625
Income. Dividends from common stock2014-12-31$38,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,293,022
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,031,791
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,938,167
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,481,399
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,491,390
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$280,192
Total unrealized appreciation/depreciation of assets2013-12-31$280,192
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$24,094,977
Total loss/gain on sale of assets2013-12-31$22,454
Total of all expenses incurred2013-12-31$8,341,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,059,759
Value of total corrective distributions2013-12-31$8,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,298,825
Value of total assets at end of year2013-12-31$103,732,567
Value of total assets at beginning of year2013-12-31$87,978,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$272,407
Total interest from all sources2013-12-31$108,500
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,295,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,257,509
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,311,981
Participant contributions at end of year2013-12-31$3,161,825
Participant contributions at beginning of year2013-12-31$3,367,230
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$48,850
Other income not declared elsewhere2013-12-31$809
Administrative expenses (other) incurred2013-12-31$272,407
Total non interest bearing cash at end of year2013-12-31$-479
Total non interest bearing cash at beginning of year2013-12-31$196,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$15,753,839
Value of net assets at end of year (total assets less liabilities)2013-12-31$103,732,567
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$87,978,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$66,520,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$56,428,235
Interest on participant loans2013-12-31$108,394
Interest earned on other investments2013-12-31$7
Value of interest in common/collective trusts at end of year2013-12-31$27,424,196
Value of interest in common/collective trusts at beginning of year2013-12-31$21,253,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,223,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,174,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,174,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,003,739
Net investment gain or loss from common/collective trusts2013-12-31$2,084,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,937,994
Employer contributions (assets) at end of year2013-12-31$3,464,929
Employer contributions (assets) at beginning of year2013-12-31$3,415,248
Income. Dividends from common stock2013-12-31$38,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,059,759
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,938,167
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,143,122
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$6,065,610
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,043,156
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$-36,207
Total unrealized appreciation/depreciation of assets2012-12-31$-36,207
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$16,073,943
Total loss/gain on sale of assets2012-12-31$404,433
Total of all expenses incurred2012-12-31$7,685,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,498,717
Value of total corrective distributions2012-12-31$4,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,512,996
Value of total assets at end of year2012-12-31$87,978,728
Value of total assets at beginning of year2012-12-31$79,590,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$182,340
Total interest from all sources2012-12-31$132,848
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,257,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,211,959
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,267,254
Participant contributions at end of year2012-12-31$3,367,230
Participant contributions at beginning of year2012-12-31$3,663,549
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,968,778
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$401,990
Other income not declared elsewhere2012-12-31$23,478
Administrative expenses (other) incurred2012-12-31$182,340
Total non interest bearing cash at end of year2012-12-31$196,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,388,466
Value of net assets at end of year (total assets less liabilities)2012-12-31$87,978,728
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$79,590,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$56,428,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$45,835,887
Interest on participant loans2012-12-31$131,957
Income. Interest from corporate debt instruments2012-12-31$770
Value of interest in common/collective trusts at end of year2012-12-31$21,253,682
Value of interest in common/collective trusts at beginning of year2012-12-31$22,809,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,174,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$121
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,858,654
Net investment gain or loss from common/collective trusts2012-12-31$920,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,843,752
Employer contributions (assets) at end of year2012-12-31$3,415,248
Employer contributions (assets) at beginning of year2012-12-31$3,312,866
Income. Dividends from common stock2012-12-31$45,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,498,717
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,143,122
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$7,880,752
Aggregate carrying amount (costs) on sale of assets2012-12-31$7,476,319
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$8,152,760
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,430,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,249,496
Value of total corrective distributions2011-12-31$5,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,757,497
Value of total assets at end of year2011-12-31$79,590,262
Value of total assets at beginning of year2011-12-31$78,868,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$176,243
Total interest from all sources2011-12-31$157,098
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$336,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$336,717
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,059,994
Participant contributions at end of year2011-12-31$3,663,549
Participant contributions at beginning of year2011-12-31$4,205,813
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,968,778
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$103,674
Other income not declared elsewhere2011-12-31$559,172
Administrative expenses (other) incurred2011-12-31$176,243
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$721,830
Value of net assets at end of year (total assets less liabilities)2011-12-31$79,590,262
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$78,868,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$45,835,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$48,025,610
Interest on participant loans2011-12-31$157,098
Value of interest in common/collective trusts at end of year2011-12-31$22,809,182
Value of interest in common/collective trusts at beginning of year2011-12-31$20,623,710
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$914,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-547,867
Net investment gain or loss from common/collective trusts2011-12-31$-109,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,593,829
Employer contributions (assets) at end of year2011-12-31$3,312,866
Employer contributions (assets) at beginning of year2011-12-31$3,048,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,249,496
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$13,113
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,037,012
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$282,254
Total unrealized appreciation/depreciation of assets2010-12-31$282,254
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$13,674,805
Total loss/gain on sale of assets2010-12-31$34,688
Total of all expenses incurred2010-12-31$5,154,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,988,952
Value of total corrective distributions2010-12-31$2,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,005,610
Value of total assets at end of year2010-12-31$78,868,432
Value of total assets at beginning of year2010-12-31$70,348,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$163,943
Total interest from all sources2010-12-31$170,692
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$491,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$463,087
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,822,739
Participant contributions at end of year2010-12-31$4,205,813
Participant contributions at beginning of year2010-12-31$4,333,531
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$44,101
Other income not declared elsewhere2010-12-31$229
Administrative expenses (other) incurred2010-12-31$163,943
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,519,866
Value of net assets at end of year (total assets less liabilities)2010-12-31$78,868,432
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$70,348,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$48,025,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$39,988,944
Interest on participant loans2010-12-31$193,593
Income. Interest from corporate debt instruments2010-12-31$770
Value of interest in common/collective trusts at end of year2010-12-31$20,623,710
Value of interest in common/collective trusts at beginning of year2010-12-31$20,674,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-23,671
Asset value of US Government securities at end of year2010-12-31$914,520
Asset value of US Government securities at beginning of year2010-12-31$1,183,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,934,212
Net investment gain or loss from common/collective trusts2010-12-31$755,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,138,770
Employer contributions (assets) at end of year2010-12-31$3,048,654
Employer contributions (assets) at beginning of year2010-12-31$2,765,647
Income. Dividends from common stock2010-12-31$28,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,988,952
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$13,113
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$12,357
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,037,012
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,389,083
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,162,931
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,128,243
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981
2009 : SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN

2022: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1