401k Plan data: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN plan

HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN
Plan identification number	002

HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

HEIDENHAIN CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: HEIDENHAIN CORPORATION

Employer identification number (EIN): 362584485

NAIC Classification: 339900

Additional information about HEIDENHAIN CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2018-08-29

Company Identification Number: 0803108872

Legal Registered Office Address: 333 E STATE PKWY

SCHAUMBURG
United States of America (USA)
60173

More information about HEIDENHAIN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01 DAVID ARMSTRONG 2021-09-27
002 2019-01-01 DAVID ARMSTRONG 2020-09-30
002 2018-01-01 DAVID ARMSTRONG 2019-09-18
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 ASHLEY GREENAWAY
002 2011-01-01 PAUL RICHARDSON
002 2010-01-01 PHILLIP JOHNSON

Plan Statistics for HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN

401k plan membership statisitcs for HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN

Measure Date Value
2023: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 146
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 121
Total of all active and inactive participants 2023-01-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 5
Total participants 2023-01-01 272
Number of participants with account balances 2023-01-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 7
2022: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 141
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 129
Total of all active and inactive participants 2022-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 272
Number of participants with account balances 2022-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 20
2021: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 137
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 120
Total of all active and inactive participants 2021-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 258
Number of participants with account balances 2021-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 138
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 135
Total of all active and inactive participants 2020-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 274
Number of participants with account balances 2020-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 20
2019: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 169
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 121
Total of all active and inactive participants 2019-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 291
Number of participants with account balances 2019-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 378
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 175
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 132
Total of all active and inactive participants 2018-01-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 308
Number of participants with account balances 2018-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 281
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 97
Total of all active and inactive participants 2017-01-01 378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 379
Number of participants with account balances 2017-01-01 379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 73
2016: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 449
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 331
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 96
Total of all active and inactive participants 2016-01-01 427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 427
Number of participants with account balances 2016-01-01 427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 64
2015: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 428
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 344
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 99
Total of all active and inactive participants 2015-01-01 443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 443
Number of participants with account balances 2015-01-01 442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 68
2014: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 378
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 316
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 94
Total of all active and inactive participants 2014-01-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 411
Number of participants with account balances 2014-01-01 410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 47
2013: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 278
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 93
Total of all active and inactive participants 2013-01-01 371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 373
Number of participants with account balances 2013-01-01 372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 28
2012: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 224
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 98
Total of all active and inactive participants 2012-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 323
Number of participants with account balances 2012-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 211
Number of other retired or separated participants entitled to future benefits 2011-01-01 95
Total of all active and inactive participants 2011-01-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 307
Number of participants with account balances 2011-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 230
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 73
Total of all active and inactive participants 2010-01-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 304
Number of participants with account balances 2010-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3

Measure	Date	Value
2023: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	146
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	121
Total of all active and inactive participants	2023-01-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	5
Total participants	2023-01-01	272
Number of participants with account balances	2023-01-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	7
2022: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	141
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	129
Total of all active and inactive participants	2022-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	272
Number of participants with account balances	2022-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	20
2021: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	137
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	120
Total of all active and inactive participants	2021-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	258
Number of participants with account balances	2021-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	138
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	135
Total of all active and inactive participants	2020-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	274
Number of participants with account balances	2020-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	20
2019: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	169
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	121
Total of all active and inactive participants	2019-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	291
Number of participants with account balances	2019-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	378
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	175
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	132
Total of all active and inactive participants	2018-01-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	308
Number of participants with account balances	2018-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	281
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	97
Total of all active and inactive participants	2017-01-01	378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	379
Number of participants with account balances	2017-01-01	379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	73
2016: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	331
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	96
Total of all active and inactive participants	2016-01-01	427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	427
Number of participants with account balances	2016-01-01	427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	64
2015: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	428
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	344
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	99
Total of all active and inactive participants	2015-01-01	443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	443
Number of participants with account balances	2015-01-01	442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	68
2014: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	378
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	316
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	94
Total of all active and inactive participants	2014-01-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	411
Number of participants with account balances	2014-01-01	410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	47
2013: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	278
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	93
Total of all active and inactive participants	2013-01-01	371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	373
Number of participants with account balances	2013-01-01	372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	28
2012: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	224
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	98
Total of all active and inactive participants	2012-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	323
Number of participants with account balances	2012-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	211
Number of other retired or separated participants entitled to future benefits	2011-01-01	95
Total of all active and inactive participants	2011-01-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	307
Number of participants with account balances	2011-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	230
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	73
Total of all active and inactive participants	2010-01-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	304
Number of participants with account balances	2010-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3

Financial Data on HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN

Measure	Date	Value
2023 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$9,208,008
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$5,077,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$4,985,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,054,961
Value of total assets at end of year	2023-12-31	$45,943,446
Value of total assets at beginning of year	2023-12-31	$41,813,201
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$92,212
Total interest from all sources	2023-12-31	$20,390
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$349,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$349,164
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,145,880
Participant contributions at end of year	2023-12-31	$334,330
Participant contributions at beginning of year	2023-12-31	$297,337
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$65,383
Other income not declared elsewhere	2023-12-31	$4,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$4,130,245
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$45,943,446
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$41,813,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$16,565,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$14,748,644
Value of interest in pooled separate accounts at end of year	2023-12-31	$26,080,303
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$22,020,085
Interest on participant loans	2023-12-31	$20,390
Value of interest in common/collective trusts at end of year	2023-12-31	$2,961,397
Value of interest in common/collective trusts at beginning of year	2023-12-31	$4,747,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$2,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,223,054
Net investment gain/loss from pooled separate accounts	2023-12-31	$4,449,136
Net investment gain or loss from common/collective trusts	2023-12-31	$106,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$843,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$4,985,551
Contract administrator fees	2023-12-31	$92,212
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2023-12-31	381357951
2022 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-7,886,498
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,044,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,954,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,850,509
Value of total assets at end of year	2022-12-31	$41,813,201
Value of total assets at beginning of year	2022-12-31	$52,744,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$89,817
Total interest from all sources	2022-12-31	$13,803
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$275,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$275,192
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$130,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,069,767
Participant contributions at end of year	2022-12-31	$297,337
Participant contributions at beginning of year	2022-12-31	$246,235
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$76,226
Other income not declared elsewhere	2022-12-31	$4,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-10,931,035
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$41,813,201
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$52,744,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,748,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,578,992
Value of interest in pooled separate accounts at end of year	2022-12-31	$22,020,085
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$29,846,332
Interest on participant loans	2022-12-31	$13,803
Value of interest in common/collective trusts at end of year	2022-12-31	$4,747,135
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,974,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$98,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,552,538
Net investment gain/loss from pooled separate accounts	2022-12-31	$-6,562,961
Net investment gain or loss from common/collective trusts	2022-12-31	$84,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$704,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,954,720
Contract administrator fees	2022-12-31	$89,817
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2022-12-31	381357951
2021 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$9,558,013
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,712,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,599,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,811,303
Value of total assets at end of year	2021-12-31	$52,744,236
Value of total assets at beginning of year	2021-12-31	$46,898,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$113,372
Total interest from all sources	2021-12-31	$15,866
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$283,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$283,170
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$130,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,061,785
Participant contributions at end of year	2021-12-31	$246,235
Participant contributions at beginning of year	2021-12-31	$318,159
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,067,781
Other income not declared elsewhere	2021-12-31	$-2,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,845,380
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$52,744,236
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$46,898,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,578,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,887,848
Value of interest in pooled separate accounts at end of year	2021-12-31	$29,846,332
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$28,221,682
Interest on participant loans	2021-12-31	$15,866
Value of interest in common/collective trusts at end of year	2021-12-31	$3,974,004
Value of interest in common/collective trusts at beginning of year	2021-12-31	$4,403,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$98,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$67,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,131,664
Net investment gain/loss from pooled separate accounts	2021-12-31	$4,249,355
Net investment gain or loss from common/collective trusts	2021-12-31	$68,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$681,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,599,261
Contract administrator fees	2021-12-31	$113,372
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2021-12-31	381357951
2020 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$9,059,747
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,107,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,931,691
Expenses. Certain deemed distributions of participant loans	2020-12-31	$83,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,343,046
Value of total assets at end of year	2020-12-31	$46,898,856
Value of total assets at beginning of year	2020-12-31	$40,946,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$92,196
Total interest from all sources	2020-12-31	$19,570
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$177,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$177,647
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,042,647
Participant contributions at end of year	2020-12-31	$318,159
Participant contributions at beginning of year	2020-12-31	$483,849
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$538,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,952,527
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$46,898,856
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$40,946,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,887,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,279,270
Value of interest in pooled separate accounts at end of year	2020-12-31	$28,221,682
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$27,270,304
Interest on participant loans	2020-12-31	$19,570
Value of interest in common/collective trusts at end of year	2020-12-31	$4,403,700
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,851,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$67,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$61,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,650,579
Net investment gain/loss from pooled separate accounts	2020-12-31	$4,841,527
Net investment gain or loss from common/collective trusts	2020-12-31	$27,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$761,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,931,691
Contract administrator fees	2020-12-31	$92,196
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2020-12-31	381357951
2019 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$10,054,171
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,355,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,225,380
Expenses. Certain deemed distributions of participant loans	2019-12-31	$25,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,109,383
Value of total assets at end of year	2019-12-31	$40,946,329
Value of total assets at beginning of year	2019-12-31	$35,247,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$105,083
Total interest from all sources	2019-12-31	$31,154
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$343,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$343,242
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,192,043
Participant contributions at end of year	2019-12-31	$483,849
Participant contributions at beginning of year	2019-12-31	$633,529
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,698,666
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$40,946,329
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$35,247,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,279,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,024,695
Value of interest in pooled separate accounts at end of year	2019-12-31	$27,270,304
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$23,986,446
Interest on participant loans	2019-12-31	$31,154
Value of interest in common/collective trusts at end of year	2019-12-31	$2,851,365
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,602,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$61,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,505,767
Net investment gain/loss from pooled separate accounts	2019-12-31	$5,928,414
Net investment gain or loss from common/collective trusts	2019-12-31	$136,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$906,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,225,380
Contract administrator fees	2019-12-31	$105,083
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2019-12-31	381357951
2018 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$381,515
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,595,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,379,812
Expenses. Certain deemed distributions of participant loans	2018-12-31	$106,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,312,431
Value of total assets at end of year	2018-12-31	$35,247,663
Value of total assets at beginning of year	2018-12-31	$39,461,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$109,602
Total interest from all sources	2018-12-31	$30,088
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$369,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$369,881
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,379,271
Participant contributions at end of year	2018-12-31	$633,529
Participant contributions at beginning of year	2018-12-31	$545,356
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$125,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-4,214,334
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$35,247,663
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$39,461,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,024,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,771,763
Value of interest in pooled separate accounts at end of year	2018-12-31	$23,986,446
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$27,592,643
Interest on participant loans	2018-12-31	$30,088
Value of interest in common/collective trusts at end of year	2018-12-31	$2,602,993
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,539,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$12,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-938,736
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,418,234
Net investment gain or loss from common/collective trusts	2018-12-31	$26,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$807,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,379,812
Contract administrator fees	2018-12-31	$109,602
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2018-12-31	381357951
2017 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$8,486,239
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,529,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,524,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,620,810
Value of total assets at end of year	2017-12-31	$39,461,997
Value of total assets at beginning of year	2017-12-31	$33,504,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,208
Total interest from all sources	2017-12-31	$22,842
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$328,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$328,048
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,279,483
Participant contributions at end of year	2017-12-31	$545,356
Participant contributions at beginning of year	2017-12-31	$473,160
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$430,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,957,024
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$39,461,997
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$33,504,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,771,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,251,915
Value of interest in pooled separate accounts at end of year	2017-12-31	$27,592,643
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$24,306,968
Interest on participant loans	2017-12-31	$22,842
Value of interest in common/collective trusts at end of year	2017-12-31	$2,539,731
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,472,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$12,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,058,712
Net investment gain/loss from pooled separate accounts	2017-12-31	$4,427,021
Net investment gain or loss from common/collective trusts	2017-12-31	$28,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$911,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,524,007
Contract administrator fees	2017-12-31	$5,208
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2017-12-31	381357951
2016 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$4,507,814
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,143,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,129,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,376,605
Value of total assets at end of year	2016-12-31	$33,504,973
Value of total assets at beginning of year	2016-12-31	$30,140,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$13,682
Total interest from all sources	2016-12-31	$19,959
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$143,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$143,623
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,173,461
Participant contributions at end of year	2016-12-31	$473,160
Participant contributions at beginning of year	2016-12-31	$478,949
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$2,917
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$294,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,364,371
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$33,504,973
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$30,140,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,251,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,477,288
Value of interest in pooled separate accounts at end of year	2016-12-31	$24,306,968
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$22,191,754
Interest on participant loans	2016-12-31	$19,959
Value of interest in common/collective trusts at end of year	2016-12-31	$3,472,930
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,985,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$191,189
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,744,999
Net investment gain or loss from common/collective trusts	2016-12-31	$31,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$908,580
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$4,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,129,761
Contract administrator fees	2016-12-31	$13,682
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2016-12-31	381357951
2015 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,222,431
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,900,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,892,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,159,462
Value of total assets at end of year	2015-12-31	$30,140,602
Value of total assets at beginning of year	2015-12-31	$29,818,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,539
Total interest from all sources	2015-12-31	$20,020
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$218,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$218,405
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,050,636
Participant contributions at end of year	2015-12-31	$478,949
Participant contributions at beginning of year	2015-12-31	$436,937
Participant contributions at end of year	2015-12-31	$2,917
Participant contributions at beginning of year	2015-12-31	$2,558
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$152,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$322,059
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$30,140,602
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$29,818,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,477,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,157,199
Value of interest in pooled separate accounts at end of year	2015-12-31	$22,191,754
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$22,529,141
Interest on participant loans	2015-12-31	$20,020
Value of interest in common/collective trusts at end of year	2015-12-31	$2,985,155
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,688,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-262,691
Net investment gain/loss from pooled separate accounts	2015-12-31	$80,020
Net investment gain or loss from common/collective trusts	2015-12-31	$7,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$955,846
Employer contributions (assets) at end of year	2015-12-31	$4,539
Employer contributions (assets) at beginning of year	2015-12-31	$4,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,892,833
Contract administrator fees	2015-12-31	$7,539
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2015-12-31	381357951
2014 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,759,308
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,752,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,746,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,889,087
Value of total assets at end of year	2014-12-31	$29,818,543
Value of total assets at beginning of year	2014-12-31	$30,811,642
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,765
Total interest from all sources	2014-12-31	$18,400
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$227,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$227,810
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$907,118
Participant contributions at end of year	2014-12-31	$436,937
Participant contributions at beginning of year	2014-12-31	$461,481
Participant contributions at end of year	2014-12-31	$2,558
Participant contributions at beginning of year	2014-12-31	$30,296
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$131,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-993,099
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$29,818,543
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$30,811,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,157,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,502,237
Value of interest in pooled separate accounts at end of year	2014-12-31	$22,529,141
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$21,746,163
Interest on participant loans	2014-12-31	$18,400
Value of interest in common/collective trusts at end of year	2014-12-31	$2,688,162
Value of interest in common/collective trusts at beginning of year	2014-12-31	$3,045,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-23,728
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,617,984
Net investment gain or loss from common/collective trusts	2014-12-31	$29,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$850,029
Employer contributions (assets) at end of year	2014-12-31	$4,148
Employer contributions (assets) at beginning of year	2014-12-31	$25,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,746,642
Contract administrator fees	2014-12-31	$5,765
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2014-12-31	381357951
2013 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$6,574,082
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,415,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,411,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,892,859
Value of total assets at end of year	2013-12-31	$30,811,642
Value of total assets at beginning of year	2013-12-31	$26,653,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,701
Total interest from all sources	2013-12-31	$13,770
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$269,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$269,214
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$884,521
Participant contributions at end of year	2013-12-31	$461,481
Participant contributions at beginning of year	2013-12-31	$315,051
Participant contributions at end of year	2013-12-31	$30,296
Participant contributions at beginning of year	2013-12-31	$30,704
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$230,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,158,088
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$30,811,642
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$26,653,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,502,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,525,707
Value of interest in pooled separate accounts at end of year	2013-12-31	$21,746,163
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$16,955,871
Interest on participant loans	2013-12-31	$13,770
Value of interest in common/collective trusts at end of year	2013-12-31	$3,045,494
Value of interest in common/collective trusts at beginning of year	2013-12-31	$3,802,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$656,645
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,781,786
Net investment gain or loss from common/collective trusts	2013-12-31	$-40,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$777,982
Employer contributions (assets) at end of year	2013-12-31	$25,971
Employer contributions (assets) at beginning of year	2013-12-31	$23,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,411,293
Contract administrator fees	2013-12-31	$4,701
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2013-12-31	381357951
2012 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,528,071
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,009,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,007,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,615,291
Value of total assets at end of year	2012-12-31	$26,653,554
Value of total assets at beginning of year	2012-12-31	$24,135,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,531
Total interest from all sources	2012-12-31	$15,325
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$202,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$202,190
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$855,911
Participant contributions at end of year	2012-12-31	$315,051
Participant contributions at beginning of year	2012-12-31	$421,116
Participant contributions at end of year	2012-12-31	$30,704
Participant contributions at beginning of year	2012-12-31	$62,677
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$50,862
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,518,119
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$26,653,554
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$24,135,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,525,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,633,762
Value of interest in pooled separate accounts at end of year	2012-12-31	$16,955,871
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$15,561,786
Interest on participant loans	2012-12-31	$15,325
Value of interest in common/collective trusts at end of year	2012-12-31	$3,802,350
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,368,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$54,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$424,486
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,219,300
Net investment gain or loss from common/collective trusts	2012-12-31	$51,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$708,518
Employer contributions (assets) at end of year	2012-12-31	$23,871
Employer contributions (assets) at beginning of year	2012-12-31	$33,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,007,421
Contract administrator fees	2012-12-31	$2,531
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2012-12-31	381357951
2011 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,341,018
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,517,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,515,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,871,778
Value of total assets at end of year	2011-12-31	$24,135,435
Value of total assets at beginning of year	2011-12-31	$25,312,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,027
Total interest from all sources	2011-12-31	$27,129
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$181,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$181,281
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,073,285
Participant contributions at end of year	2011-12-31	$421,116
Participant contributions at beginning of year	2011-12-31	$532,940
Participant contributions at end of year	2011-12-31	$62,677
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$955
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,176,875
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$24,135,435
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$25,312,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,633,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,282,697
Value of interest in pooled separate accounts at end of year	2011-12-31	$15,561,786
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$17,165,529
Interest on participant loans	2011-12-31	$27,129
Value of interest in common/collective trusts at end of year	2011-12-31	$3,368,270
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,225,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$54,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$105,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-180,116
Net investment gain/loss from pooled separate accounts	2011-12-31	$-626,564
Net investment gain or loss from common/collective trusts	2011-12-31	$67,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$797,538
Employer contributions (assets) at end of year	2011-12-31	$33,028
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,515,866
Contract administrator fees	2011-12-31	$2,027
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2011-12-31	381357951
2010 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$4,786,454
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,595,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,462,782
Expenses. Certain deemed distributions of participant loans	2010-12-31	$121,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,954,930
Value of total assets at end of year	2010-12-31	$25,312,310
Value of total assets at beginning of year	2010-12-31	$25,121,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,895
Total interest from all sources	2010-12-31	$42,235
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$196,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$196,643
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,055,169
Participant contributions at end of year	2010-12-31	$532,940
Participant contributions at beginning of year	2010-12-31	$227,077
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$36,366
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$18,717,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$190,946
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$25,312,310
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$25,121,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,282,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$123,247
Value of interest in pooled separate accounts at end of year	2010-12-31	$17,165,529
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$5,958,193
Interest on participant loans	2010-12-31	$42,235
Value of interest in common/collective trusts at end of year	2010-12-31	$3,225,798
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$105,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$95,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$277,168
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,233,913
Net investment gain or loss from common/collective trusts	2010-12-31	$81,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$863,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,462,782
Contract administrator fees	2010-12-31	$10,895
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PLANTE AND MORAN, PLLC
Accountancy firm EIN	2010-12-31	381357951

Form 5500 Responses for HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN

2023: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

315050

Policy instance

Insurance contract or identification number	315050
Number of Individuals Covered	272
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number

315050

Policy instance

Insurance contract or identification number	315050
Number of Individuals Covered	272
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number

315050

Policy instance

Insurance contract or identification number	315050
Number of Individuals Covered	258
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number

315050

Policy instance

Insurance contract or identification number	315050
Number of Individuals Covered	274
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,531
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,971
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

315050

Policy instance

Insurance contract or identification number	315050
Number of Individuals Covered	291
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $28,777
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,777
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

315050

Policy instance

Insurance contract or identification number	315050
Number of Individuals Covered	308
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $41,811
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $41,811
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

315050

Policy instance

Insurance contract or identification number	315050
Number of Individuals Covered	379
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $42,446
Total amount of fees paid to insurance company	USD $8,015
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26,169
Insurance broker organization code?	3
Amount paid for insurance broker fees	6011
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	UBS FINANCIAL SERVICES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

315050

Policy instance

Insurance contract or identification number	315050
Number of Individuals Covered	443
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $39,208
Total amount of fees paid to insurance company	USD $7,729
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $29,406
Amount paid for insurance broker fees	5797
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

315050

Policy instance

Insurance contract or identification number	315050
Number of Individuals Covered	411
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $36,180
Total amount of fees paid to insurance company	USD $7,712
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,135
Amount paid for insurance broker fees	5784
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

315050

Policy instance

Insurance contract or identification number	315050
Number of Individuals Covered	373
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $36,676
Total amount of fees paid to insurance company	USD $18,683
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,507
Amount paid for insurance broker fees	14012
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

315050

Policy instance

Insurance contract or identification number	315050
Number of Individuals Covered	323
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $28,491
Total amount of fees paid to insurance company	USD $7,739
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,368
Amount paid for insurance broker fees	5804
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

315050

Policy instance

Insurance contract or identification number	315050
Number of Individuals Covered	307
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $38,321
Total amount of fees paid to insurance company	USD $14,528
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

315050

Policy instance

Insurance contract or identification number	315050
Number of Individuals Covered	304
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $37,832
Total amount of fees paid to insurance company	USD $10,110
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HEIDENHAIN CORPORATION
Employer identification number (EIN):	362584485
NAIC Classification:	339900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2018-08-29
Company Identification Number:	0803108872
Legal Registered Office Address:	333 E STATE PKWY SCHAUMBURG United States of America (USA) 60173