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APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameAPPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN
Plan identification number 003

APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

APPLIED INDUSTRIAL TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:APPLIED INDUSTRIAL TECHNOLOGIES, INC.
Employer identification number (EIN):340117420
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about APPLIED INDUSTRIAL TECHNOLOGIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2004-06-09
Company Identification Number: P04000090109
Legal Registered Office Address: 9727 ENGLISH PINE CT

WINDERMERE

34786

More information about APPLIED INDUSTRIAL TECHNOLOGIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01BARB EMERY BARB EMERY2019-06-24
0032017-01-01BARB EMERY BARB EMERY2018-08-07
0032017-01-01BARBARA EMERY BARBARA EMERY2018-07-06
0032016-01-01BARB EMERY
0032015-01-01BARB EMERY
0032014-01-01BARB EMERY
0032013-01-01BARBARA D. EMERY
0032012-01-01BARBARA D. EMERY BARBARA D. EMERY2013-07-31
0032011-01-01BARBARA D. EMERY BARBARA D. EMERY2012-07-26
0032009-01-01BARBARA D. EMERY BARBARA D. EMERY2010-07-23

Plan Statistics for APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,962
Total number of active participants reported on line 7a of the Form 55002022-01-014,785
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-011,203
Total of all active and inactive participants2022-01-015,995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0136
Total participants2022-01-016,031
Number of participants with account balances2022-01-015,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01432
2021: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,880
Total number of active participants reported on line 7a of the Form 55002021-01-014,659
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-011,246
Total of all active and inactive participants2021-01-015,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0136
Total participants2021-01-015,947
Number of participants with account balances2021-01-015,829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01413
2020: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,009
Total number of active participants reported on line 7a of the Form 55002020-01-014,699
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01887
Total of all active and inactive participants2020-01-015,593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0133
Total participants2020-01-015,626
Number of participants with account balances2020-01-015,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01431
2019: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,941
Total number of active participants reported on line 7a of the Form 55002019-01-015,168
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-01795
Total of all active and inactive participants2019-01-015,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-015,990
Number of participants with account balances2019-01-015,875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01499
2018: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,752
Total number of active participants reported on line 7a of the Form 55002018-01-014,223
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01678
Total of all active and inactive participants2018-01-014,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0114
Total participants2018-01-014,924
Number of participants with account balances2018-01-014,813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01334
2017: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,086
Total number of active participants reported on line 7a of the Form 55002017-01-014,128
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01624
Total of all active and inactive participants2017-01-014,757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0118
Total participants2017-01-014,775
Number of participants with account balances2017-01-014,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01310
2016: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,628
Total number of active participants reported on line 7a of the Form 55002016-01-014,518
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01776
Total of all active and inactive participants2016-01-015,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0121
Total participants2016-01-015,315
Number of participants with account balances2016-01-014,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0170
2015: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,422
Total number of active participants reported on line 7a of the Form 55002015-01-014,633
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01980
Total of all active and inactive participants2015-01-015,613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-015,628
Number of participants with account balances2015-01-015,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01111
2014: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,272
Total number of active participants reported on line 7a of the Form 55002014-01-014,480
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01907
Total of all active and inactive participants2014-01-015,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0134
Total participants2014-01-015,421
Number of participants with account balances2014-01-015,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,301
Total number of active participants reported on line 7a of the Form 55002013-01-014,159
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,074
Total of all active and inactive participants2013-01-015,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0126
Total participants2013-01-015,259
Number of participants with account balances2013-01-014,946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0186
2012: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,929
Total number of active participants reported on line 7a of the Form 55002012-01-014,201
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,065
Total of all active and inactive participants2012-01-015,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0135
Total participants2012-01-015,301
Number of participants with account balances2012-01-014,640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0175
2011: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,843
Total number of active participants reported on line 7a of the Form 55002011-01-013,952
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01946
Total of all active and inactive participants2011-01-014,898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0131
Total participants2011-01-014,929
Number of participants with account balances2011-01-014,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0190
2009: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,177
Total number of active participants reported on line 7a of the Form 55002009-01-014,030
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01719
Total of all active and inactive participants2009-01-014,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0117
Total participants2009-01-014,767
Number of participants with account balances2009-01-014,523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01131

Financial Data on APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$21,526,238
Total unrealized appreciation/depreciation of assets2022-12-31$21,526,238
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$0
Total income from all sources (including contributions)2022-12-31$-42,598,254
Total loss/gain on sale of assets2022-12-31$414,622
Total of all expenses incurred2022-12-31$59,518,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$58,889,276
Value of total corrective distributions2022-12-31$6,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$41,158,038
Value of total assets at end of year2022-12-31$641,432,982
Value of total assets at beginning of year2022-12-31$743,550,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$623,547
Total interest from all sources2022-12-31$353,417
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,810,714
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$7,492,522
Administrative expenses professional fees incurred2022-12-31$44,722
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$29,305,831
Participant contributions at end of year2022-12-31$7,073,954
Participant contributions at beginning of year2022-12-31$7,507,986
Participant contributions at beginning of year2022-12-31$40,872
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,552,859
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,075
Other income not declared elsewhere2022-12-31$8,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-102,117,136
Value of net assets at end of year (total assets less liabilities)2022-12-31$641,432,982
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$743,550,118
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$61,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$439,922,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$560,812,851
Interest on participant loans2022-12-31$353,417
Value of interest in common/collective trusts at end of year2022-12-31$76,771,714
Value of interest in common/collective trusts at beginning of year2022-12-31$71,157,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-116,070,140
Net investment gain or loss from common/collective trusts2022-12-31$1,200,169
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
Assets. Invements in employer securities at end of year2022-12-31$117,662,552
Assets. Invements in employer securities at beginning of year2022-12-31$104,020,350
Contributions received in cash from employer2022-12-31$9,299,348
Employer contributions (assets) at beginning of year2022-12-31$11,008
Income. Dividends from common stock2022-12-31$1,318,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$58,887,617
Contract administrator fees2022-12-31$517,087
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$14,211,760
Aggregate carrying amount (costs) on sale of assets2022-12-31$13,797,138
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2022-12-31381357951
2021 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$24,130,217
Total unrealized appreciation/depreciation of assets2021-12-31$24,130,217
Total transfer of assets to this plan2021-12-31$79,865,633
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$141,578,721
Total loss/gain on sale of assets2021-12-31$2,355,623
Total of all expenses incurred2021-12-31$74,415,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$73,803,680
Expenses. Certain deemed distributions of participant loans2021-12-31$2,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$42,049,701
Value of total assets at end of year2021-12-31$743,550,118
Value of total assets at beginning of year2021-12-31$596,521,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$609,293
Total interest from all sources2021-12-31$361,283
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,916,921
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$7,525,592
Administrative expenses professional fees incurred2021-12-31$52,679
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$26,566,396
Participant contributions at end of year2021-12-31$7,507,986
Participant contributions at beginning of year2021-12-31$6,959,452
Participant contributions at end of year2021-12-31$40,872
Participant contributions at beginning of year2021-12-31$18,175
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,926,920
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$3,734
Other income not declared elsewhere2021-12-31$-395,645
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$67,163,431
Value of net assets at end of year (total assets less liabilities)2021-12-31$743,550,118
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$596,521,054
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
Investment advisory and management fees2021-12-31$65,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$560,812,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$430,478,711
Interest on participant loans2021-12-31$361,283
Value of interest in common/collective trusts at end of year2021-12-31$71,157,051
Value of interest in common/collective trusts at beginning of year2021-12-31$69,772,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$63,151,290
Net investment gain or loss from common/collective trusts2021-12-31$1,009,331
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$104,020,350
Assets. Invements in employer securities at beginning of year2021-12-31$89,292,092
Contributions received in cash from employer2021-12-31$7,556,385
Employer contributions (assets) at end of year2021-12-31$11,008
Employer contributions (assets) at beginning of year2021-12-31$123
Income. Dividends from common stock2021-12-31$1,391,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$73,799,946
Contract administrator fees2021-12-31$491,090
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
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$17,868,173
Aggregate carrying amount (costs) on sale of assets2021-12-31$15,512,550
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2021-12-31381357951
2020 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$13,520,715
Total unrealized appreciation/depreciation of assets2020-12-31$13,520,715
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$119,639,359
Total loss/gain on sale of assets2020-12-31$-739,212
Total of all expenses incurred2020-12-31$56,494,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$55,887,875
Expenses. Certain deemed distributions of participant loans2020-12-31$1,402
Value of total corrective distributions2020-12-31$5,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$31,184,192
Value of total assets at end of year2020-12-31$596,521,054
Value of total assets at beginning of year2020-12-31$533,376,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$599,474
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$400,591
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,062,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,432,819
Administrative expenses professional fees incurred2020-12-31$44,125
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$23,227,493
Participant contributions at end of year2020-12-31$6,959,452
Participant contributions at beginning of year2020-12-31$7,420,571
Participant contributions at end of year2020-12-31$18,175
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,743,618
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$963
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$41,160
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$63,144,805
Value of net assets at end of year (total assets less liabilities)2020-12-31$596,521,054
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$533,376,249
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$67,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$430,478,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$377,463,975
Interest on participant loans2020-12-31$400,591
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$69,772,501
Value of interest in common/collective trusts at beginning of year2020-12-31$58,483,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$66,810,874
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$1,358,672
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$89,292,092
Assets. Invements in employer securities at beginning of year2020-12-31$90,007,824
Contributions received in cash from employer2020-12-31$2,213,081
Employer contributions (assets) at end of year2020-12-31$123
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$1,629,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$55,886,912
Contract administrator fees2020-12-31$488,019
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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$19,068,617
Aggregate carrying amount (costs) on sale of assets2020-12-31$19,807,829
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2020-12-31381357951
2019 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$16,817,845
Total unrealized appreciation/depreciation of assets2019-12-31$16,817,845
Total transfer of assets to this plan2019-12-31$10,985
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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$140,121,063
Total loss/gain on sale of assets2019-12-31$1,206,657
Total of all expenses incurred2019-12-31$55,597,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$54,994,838
Expenses. Certain deemed distributions of participant loans2019-12-31$34,171
Value of total corrective distributions2019-12-31$1,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$39,939,472
Value of total assets at end of year2019-12-31$533,376,249
Value of total assets at beginning of year2019-12-31$448,842,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$567,248
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$420,912
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,998,374
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$6,228,659
Administrative expenses professional fees incurred2019-12-31$5,764
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$24,461,453
Participant contributions at end of year2019-12-31$7,420,571
Participant contributions at beginning of year2019-12-31$7,637,447
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,227,323
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$459
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$38,080
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$84,523,182
Value of net assets at end of year (total assets less liabilities)2019-12-31$533,376,249
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$448,842,082
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$50,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$377,463,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$304,830,972
Interest on participant loans2019-12-31$420,912
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$58,483,879
Value of interest in common/collective trusts at beginning of year2019-12-31$57,460,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$72,289,966
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$1,409,757
Net gain/loss from 103.12 investment entities2019-12-31$0
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
Assets. Invements in employer securities at end of year2019-12-31$90,007,824
Assets. Invements in employer securities at beginning of year2019-12-31$78,912,117
Contributions received in cash from employer2019-12-31$8,250,696
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,308
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$1,769,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$54,994,379
Contract administrator fees2019-12-31$510,957
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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$12,833,921
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,627,264
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2019-12-31381357951
2018 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-21,566,650
Total unrealized appreciation/depreciation of assets2018-12-31$-21,566,650
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-11,397,016
Total loss/gain on sale of assets2018-12-31$560,245
Total of all expenses incurred2018-12-31$46,327,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$45,768,838
Expenses. Certain deemed distributions of participant loans2018-12-31$14,521
Value of total corrective distributions2018-12-31$293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$25,817,804
Value of total assets at end of year2018-12-31$448,842,082
Value of total assets at beginning of year2018-12-31$506,566,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$543,956
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$381,215
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,602,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,800,999
Administrative expenses professional fees incurred2018-12-31$6,981
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$16,674,609
Participant contributions at end of year2018-12-31$7,637,447
Participant contributions at beginning of year2018-12-31$7,683,468
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,253,112
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,175
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$38,589
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-57,724,624
Value of net assets at end of year (total assets less liabilities)2018-12-31$448,842,082
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$506,566,706
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$2,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$304,830,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$337,043,459
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,533,612
Interest on participant loans2018-12-31$381,215
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$57,460,238
Value of interest in common/collective trusts at beginning of year2018-12-31$52,475,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-25,325,456
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$94,673
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$78,912,117
Assets. Invements in employer securities at beginning of year2018-12-31$105,830,379
Contributions received in cash from employer2018-12-31$5,890,083
Employer contributions (assets) at end of year2018-12-31$1,308
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$1,801,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$45,767,663
Contract administrator fees2018-12-31$534,448
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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$13,663,532
Aggregate carrying amount (costs) on sale of assets2018-12-31$13,103,287
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2018-12-31381357951
2017 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$13,317,423
Total unrealized appreciation/depreciation of assets2017-12-31$13,317,423
Total transfer of assets to this plan2017-12-31$2,152,052
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$1
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$97,851,870
Total loss/gain on sale of assets2017-12-31$283,385
Total of all expenses incurred2017-12-31$47,025,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$46,115,448
Expenses. Certain deemed distributions of participant loans2017-12-31$150,000
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$24,639,496
Value of total assets at end of year2017-12-31$506,566,706
Value of total assets at beginning of year2017-12-31$453,588,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$759,772
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$360,663
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,448,425
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$1,595,871
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$14,401,334
Participant contributions at end of year2017-12-31$7,683,468
Participant contributions at beginning of year2017-12-31$8,071,618
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,895,695
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1
Other income not declared elsewhere2017-12-31$305,267
Administrative expenses (other) incurred2017-12-31$759,772
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$50,826,650
Value of net assets at end of year (total assets less liabilities)2017-12-31$506,566,706
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$453,588,004
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$337,043,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$284,943,136
Value of interest in pooled separate accounts at end of year2017-12-31$3,533,612
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$360,663
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$52,475,788
Value of interest in common/collective trusts at beginning of year2017-12-31$60,845,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$53,844,605
Net investment gain/loss from pooled separate accounts2017-12-31$835,927
Net investment gain or loss from common/collective trusts2017-12-31$816,679
Net gain/loss from 103.12 investment entities2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$105,830,379
Assets. Invements in employer securities at beginning of year2017-12-31$99,727,263
Contributions received in cash from employer2017-12-31$7,342,467
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$1,852,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$46,115,448
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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$15,799,795
Aggregate carrying amount (costs) on sale of assets2017-12-31$15,516,410
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2017-12-31381357951
2016 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$30,701,869
Total unrealized appreciation/depreciation of assets2016-12-31$30,701,869
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$36,672
Total income from all sources (including contributions)2016-12-31$75,845,721
Total loss/gain on sale of assets2016-12-31$2,646,598
Total of all expenses incurred2016-12-31$41,142,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$40,978,793
Expenses. Certain deemed distributions of participant loans2016-12-31$-378,255
Value of total corrective distributions2016-12-31$1,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,101,721
Value of total assets at end of year2016-12-31$453,588,005
Value of total assets at beginning of year2016-12-31$418,921,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$540,577
Total interest from all sources2016-12-31$352,669
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,183,331
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$1,183,331
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$13,115,212
Participant contributions at end of year2016-12-31$8,071,618
Participant contributions at beginning of year2016-12-31$7,644,218
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,290,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$36,672
Other income not declared elsewhere2016-12-31$2,034,296
Administrative expenses (other) incurred2016-12-31$540,577
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$34,702,970
Value of net assets at end of year (total assets less liabilities)2016-12-31$453,588,004
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$418,885,034
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$284,943,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$275,362,038
Interest on participant loans2016-12-31$352,669
Value of interest in common/collective trusts at end of year2016-12-31$60,845,988
Value of interest in common/collective trusts at beginning of year2016-12-31$54,781,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$19,097,029
Net investment gain or loss from common/collective trusts2016-12-31$728,208
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$99,727,263
Assets. Invements in employer securities at beginning of year2016-12-31$81,134,021
Contributions received in cash from employer2016-12-31$3,695,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$40,978,793
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$18,306,279
Aggregate carrying amount (costs) on sale of assets2016-12-31$15,659,681
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PLANTE & MORAN
Accountancy firm EIN2016-12-31381357951
2015 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-8,318,419
Total unrealized appreciation/depreciation of assets2015-12-31$-8,318,419
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$36,672
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$17,752,661
Total loss/gain on sale of assets2015-12-31$-2,548,151
Total of all expenses incurred2015-12-31$53,690,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$52,751,820
Expenses. Certain deemed distributions of participant loans2015-12-31$164,448
Value of total corrective distributions2015-12-31$542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,297,477
Value of total assets at end of year2015-12-31$418,921,706
Value of total assets at beginning of year2015-12-31$454,823,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$774,161
Total interest from all sources2015-12-31$350,810
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,569,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,569,469
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$13,070,578
Participant contributions at end of year2015-12-31$7,644,218
Participant contributions at beginning of year2015-12-31$8,161,726
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,231,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$36,672
Other income not declared elsewhere2015-12-31$2,264,278
Administrative expenses (other) incurred2015-12-31$774,161
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$19,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-35,938,310
Value of net assets at end of year (total assets less liabilities)2015-12-31$418,885,034
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$454,823,344
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$275,362,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$290,509,056
Interest on participant loans2015-12-31$350,810
Value of interest in common/collective trusts at end of year2015-12-31$54,781,429
Value of interest in common/collective trusts at beginning of year2015-12-31$54,034,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$469,285
Net investment gain or loss from common/collective trusts2015-12-31$667,912
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
Assets. Invements in employer securities at end of year2015-12-31$81,134,021
Assets. Invements in employer securities at beginning of year2015-12-31$102,098,475
Contributions received in cash from employer2015-12-31$2,995,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$52,751,820
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$30,010,855
Aggregate carrying amount (costs) on sale of assets2015-12-31$32,559,006
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PLANTE MORAN
Accountancy firm EIN2015-12-31381357951
2014 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-7,160,308
Total unrealized appreciation/depreciation of assets2014-12-31$-7,160,308
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$36,386,796
Total loss/gain on sale of assets2014-12-31$-386,855
Total of all expenses incurred2014-12-31$47,663,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$46,888,272
Expenses. Certain deemed distributions of participant loans2014-12-31$161,331
Value of total corrective distributions2014-12-31$991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,133,026
Value of total assets at end of year2014-12-31$454,823,344
Value of total assets at beginning of year2014-12-31$466,099,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$612,791
Total interest from all sources2014-12-31$372,985
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,115,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,115,641
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$12,756,833
Participant contributions at end of year2014-12-31$8,161,726
Participant contributions at beginning of year2014-12-31$8,779,723
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,400,269
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$19,613
Other income not declared elsewhere2014-12-31$2,233,843
Administrative expenses (other) incurred2014-12-31$612,791
Total non interest bearing cash at end of year2014-12-31$19,095
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-11,276,589
Value of net assets at end of year (total assets less liabilities)2014-12-31$454,823,344
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$466,099,933
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$290,509,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$281,634,124
Interest on participant loans2014-12-31$372,985
Value of interest in common/collective trusts at end of year2014-12-31$54,034,992
Value of interest in common/collective trusts at beginning of year2014-12-31$59,320,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$17,451,530
Net investment gain or loss from common/collective trusts2014-12-31$626,934
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
Assets. Invements in employer securities at end of year2014-12-31$102,098,475
Assets. Invements in employer securities at beginning of year2014-12-31$116,346,404
Contributions received in cash from employer2014-12-31$2,975,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$46,888,272
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$34,379,317
Aggregate carrying amount (costs) on sale of assets2014-12-31$34,766,172
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PLANTE & MORGAN
Accountancy firm EIN2014-12-31381357951
2013 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$13,687,141
Total unrealized appreciation/depreciation of assets2013-12-31$13,687,141
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$99,841,873
Total loss/gain on sale of assets2013-12-31$4,178,101
Total of all expenses incurred2013-12-31$50,190,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$49,380,402
Expenses. Certain deemed distributions of participant loans2013-12-31$-51,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$24,322,605
Value of total assets at end of year2013-12-31$466,099,933
Value of total assets at beginning of year2013-12-31$416,448,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$861,053
Total interest from all sources2013-12-31$378,650
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,875,933
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$10,625,548
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$11,712,443
Participant contributions at end of year2013-12-31$8,779,723
Participant contributions at beginning of year2013-12-31$8,997,880
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,844,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$19,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$10,494
Administrative expenses (other) incurred2013-12-31$861,053
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$6,537
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$49,651,628
Value of net assets at end of year (total assets less liabilities)2013-12-31$466,099,933
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$416,448,305
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$281,634,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$234,027,604
Interest on participant loans2013-12-31$378,650
Value of interest in common/collective trusts at end of year2013-12-31$59,320,069
Value of interest in common/collective trusts at beginning of year2013-12-31$60,783,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$43,764,978
Net investment gain or loss from common/collective trusts2013-12-31$623,971
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$116,346,404
Assets. Invements in employer securities at beginning of year2013-12-31$112,632,791
Contributions received in cash from employer2013-12-31$10,765,187
Income. Dividends from common stock2013-12-31$2,250,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$49,380,402
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$43,596,555
Aggregate carrying amount (costs) on sale of assets2013-12-31$39,418,454
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PLANTE & MORGAN
Accountancy firm EIN2013-12-31381357951
2012 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$15,622,073
Total unrealized appreciation/depreciation of assets2012-12-31$15,622,073
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$76,445,241
Total loss/gain on sale of assets2012-12-31$3,522,045
Total of all expenses incurred2012-12-31$51,467,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$50,812,486
Expenses. Certain deemed distributions of participant loans2012-12-31$-25,080
Value of total corrective distributions2012-12-31$13
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,915,319
Value of total assets at end of year2012-12-31$416,448,305
Value of total assets at beginning of year2012-12-31$391,471,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$680,563
Total interest from all sources2012-12-31$414,392
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,910,575
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$5,328,978
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$11,514,321
Participant contributions at end of year2012-12-31$8,997,880
Participant contributions at beginning of year2012-12-31$9,799,217
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$338,960
Other income not declared elsewhere2012-12-31$1,757,521
Administrative expenses (other) incurred2012-12-31$680,563
Total non interest bearing cash at end of year2012-12-31$6,537
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$24,977,259
Value of net assets at end of year (total assets less liabilities)2012-12-31$416,448,305
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$391,471,046
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$234,027,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$215,121,398
Interest on participant loans2012-12-31$414,392
Value of interest in common/collective trusts at end of year2012-12-31$60,783,493
Value of interest in common/collective trusts at beginning of year2012-12-31$62,389,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$25,493,940
Net investment gain or loss from common/collective trusts2012-12-31$809,376
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
Assets. Invements in employer securities at end of year2012-12-31$112,632,791
Assets. Invements in employer securities at beginning of year2012-12-31$104,161,215
Contributions received in cash from employer2012-12-31$11,062,038
Income. Dividends from common stock2012-12-31$581,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$50,812,486
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$36,306,281
Aggregate carrying amount (costs) on sale of assets2012-12-31$32,784,236
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PLANTE & MORAN
Accountancy firm EIN2012-12-31381357951
2011 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$8,259,910
Total unrealized appreciation/depreciation of assets2011-12-31$8,259,910
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$31,267,985
Total loss/gain on sale of assets2011-12-31$570,236
Total of all expenses incurred2011-12-31$27,053,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$26,268,905
Expenses. Certain deemed distributions of participant loans2011-12-31$117,108
Value of total corrective distributions2011-12-31$566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$23,915,188
Value of total assets at end of year2011-12-31$391,471,046
Value of total assets at beginning of year2011-12-31$387,256,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$666,630
Total interest from all sources2011-12-31$474,370
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,211,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,998,934
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$11,377,323
Participant contributions at end of year2011-12-31$9,799,217
Participant contributions at beginning of year2011-12-31$10,058,835
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,276,194
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$162
Other income not declared elsewhere2011-12-31$565,419
Administrative expenses (other) incurred2011-12-31$666,630
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$4,214,776
Value of net assets at end of year (total assets less liabilities)2011-12-31$391,471,046
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$387,256,270
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$215,121,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$220,808,683
Interest on participant loans2011-12-31$474,370
Value of interest in common/collective trusts at end of year2011-12-31$62,389,216
Value of interest in common/collective trusts at beginning of year2011-12-31$56,776,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,545,355
Net investment gain or loss from common/collective trusts2011-12-31$817,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$104,161,215
Assets. Invements in employer securities at beginning of year2011-12-31$99,612,406
Contributions received in cash from employer2011-12-31$11,261,671
Income. Dividends from common stock2011-12-31$2,212,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$26,268,743
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$44,677,450
Aggregate carrying amount (costs) on sale of assets2011-12-31$44,107,214
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PLANTE & MORAN
Accountancy firm EIN2011-12-31381357951
2010 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$28,736,982
Total unrealized appreciation/depreciation of assets2010-12-31$28,736,982
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$81,513,921
Total loss/gain on sale of assets2010-12-31$3,117,289
Total of all expenses incurred2010-12-31$27,625,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$26,973,814
Expenses. Certain deemed distributions of participant loans2010-12-31$66,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,839,518
Value of total assets at end of year2010-12-31$387,256,270
Value of total assets at beginning of year2010-12-31$333,367,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$584,340
Total interest from all sources2010-12-31$552,657
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,340,652
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$2,341,330
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$10,188,121
Participant contributions at end of year2010-12-31$10,058,835
Participant contributions at beginning of year2010-12-31$9,949,087
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,692,839
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$130
Other income not declared elsewhere2010-12-31$10,649
Administrative expenses (other) incurred2010-12-31$584,340
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$53,888,789
Value of net assets at end of year (total assets less liabilities)2010-12-31$387,256,270
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$333,367,481
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$220,808,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$192,441,881
Interest on participant loans2010-12-31$552,657
Value of interest in common/collective trusts at end of year2010-12-31$56,776,346
Value of interest in common/collective trusts at beginning of year2010-12-31$58,332,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$25,998,591
Net investment gain or loss from common/collective trusts2010-12-31$917,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Assets. Invements in employer securities at end of year2010-12-31$99,612,406
Assets. Invements in employer securities at beginning of year2010-12-31$72,644,301
Contributions received in cash from employer2010-12-31$5,958,558
Income. Dividends from common stock2010-12-31$1,999,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$26,973,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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$41,984,704
Aggregate carrying amount (costs) on sale of assets2010-12-31$38,867,415
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PLANTE & MORAN
Accountancy firm EIN2010-12-31381357951
2009 : APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS 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 APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN

2022: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS 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 planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS 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 planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS 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: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS 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: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS 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: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS 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: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS 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: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS 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
2009: APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number718308
Policy instance 1
Insurance contract or identification number718308
Number of Individuals Covered4924
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number718308
Policy instance 1
Insurance contract or identification number718308
Number of Individuals Covered4775
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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