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

Plan NameHEIDENHAIN CORPORATION 401(K) SAVINGS PLAN
Plan identification number 002

HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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 SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01DAVID ARMSTRONG2021-09-27
0022019-01-01DAVID ARMSTRONG2020-09-30
0022018-01-01DAVID ARMSTRONG2019-09-18
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01ASHLEY GREENAWAY
0022011-01-01PAUL RICHARDSON
0022010-01-01PHILLIP JOHNSON

Plan Statistics for HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN

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

Measure Date Value
2022: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01313
Total number of active participants reported on line 7a of the Form 55002022-01-01141
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01129
Total of all active and inactive participants2022-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01272
Number of participants with account balances2022-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01265
Total number of active participants reported on line 7a of the Form 55002021-01-01137
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01120
Total of all active and inactive participants2021-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01258
Number of participants with account balances2021-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01293
Total number of active participants reported on line 7a of the Form 55002020-01-01138
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01135
Total of all active and inactive participants2020-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01274
Number of participants with account balances2020-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01308
Total number of active participants reported on line 7a of the Form 55002019-01-01169
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01121
Total of all active and inactive participants2019-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01291
Number of participants with account balances2019-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01378
Total number of active participants reported on line 7a of the Form 55002018-01-01175
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01132
Total of all active and inactive participants2018-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01308
Number of participants with account balances2018-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01436
Total number of active participants reported on line 7a of the Form 55002017-01-01281
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0197
Total of all active and inactive participants2017-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01379
Number of participants with account balances2017-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0173
2016: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01449
Total number of active participants reported on line 7a of the Form 55002016-01-01331
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0196
Total of all active and inactive participants2016-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01427
Number of participants with account balances2016-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0164
2015: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01428
Total number of active participants reported on line 7a of the Form 55002015-01-01344
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0199
Total of all active and inactive participants2015-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01443
Number of participants with account balances2015-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0168
2014: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01378
Total number of active participants reported on line 7a of the Form 55002014-01-01316
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0194
Total of all active and inactive participants2014-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01411
Number of participants with account balances2014-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0147
2013: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01336
Total number of active participants reported on line 7a of the Form 55002013-01-01278
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01373
Number of participants with account balances2013-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0128
2012: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01307
Total number of active participants reported on line 7a of the Form 55002012-01-01224
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0198
Total of all active and inactive participants2012-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01323
Number of participants with account balances2012-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01306
Total number of active participants reported on line 7a of the Form 55002011-01-01211
Number of other retired or separated participants entitled to future benefits2011-01-0195
Total of all active and inactive participants2011-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01307
Number of participants with account balances2011-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01306
Total number of active participants reported on line 7a of the Form 55002010-01-01230
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0173
Total of all active and inactive participants2010-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01304
Number of participants with account balances2010-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013

Financial Data on HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN

Measure Date Value
2022 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,886,498
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,044,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$41,813,201
Value of total assets at beginning of year2022-12-31$52,744,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$89,817
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$275,192
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$130,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,069,767
Participant contributions at end of year2022-12-31$297,337
Participant contributions at beginning of year2022-12-31$246,235
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$76,226
Other income not declared elsewhere2022-12-31$4,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,748,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,578,992
Value of interest in pooled separate accounts at end of year2022-12-31$22,020,085
Value of interest in pooled separate accounts at beginning of year2022-12-31$29,846,332
Interest on participant loans2022-12-31$13,803
Value of interest in common/collective trusts at end of year2022-12-31$4,747,135
Value of interest in common/collective trusts at beginning of year2022-12-31$3,974,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$98,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,552,538
Net investment gain/loss from pooled separate accounts2022-12-31$-6,562,961
Net investment gain or loss from common/collective trusts2022-12-31$84,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$704,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,954,720
Contract administrator fees2022-12-31$89,817
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,558,013
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,712,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$52,744,236
Value of total assets at beginning of year2021-12-31$46,898,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,372
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$283,170
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$130,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,061,785
Participant contributions at end of year2021-12-31$246,235
Participant contributions at beginning of year2021-12-31$318,159
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,067,781
Other income not declared elsewhere2021-12-31$-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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,578,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,887,848
Value of interest in pooled separate accounts at end of year2021-12-31$29,846,332
Value of interest in pooled separate accounts at beginning of year2021-12-31$28,221,682
Interest on participant loans2021-12-31$15,866
Value of interest in common/collective trusts at end of year2021-12-31$3,974,004
Value of interest in common/collective trusts at beginning of year2021-12-31$4,403,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$98,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$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 accounts2021-12-31$4,249,355
Net investment gain or loss from common/collective trusts2021-12-31$68,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$681,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,599,261
Contract administrator fees2021-12-31$113,372
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,107,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,931,691
Expenses. Certain deemed distributions of participant loans2020-12-31$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 year2020-12-31$46,898,856
Value of total assets at beginning of year2020-12-31$40,946,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$92,196
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$177,647
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,042,647
Participant contributions at end of year2020-12-31$318,159
Participant contributions at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,887,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,279,270
Value of interest in pooled separate accounts at end of year2020-12-31$28,221,682
Value of interest in pooled separate accounts at beginning of year2020-12-31$27,270,304
Interest on participant loans2020-12-31$19,570
Value of interest in common/collective trusts at end of year2020-12-31$4,403,700
Value of interest in common/collective trusts at beginning of year2020-12-31$2,851,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$67,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$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 accounts2020-12-31$4,841,527
Net investment gain or loss from common/collective trusts2020-12-31$27,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$761,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,931,691
Contract administrator fees2020-12-31$92,196
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,355,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,225,380
Expenses. Certain deemed distributions of participant loans2019-12-31$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 year2019-12-31$40,946,329
Value of total assets at beginning of year2019-12-31$35,247,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$105,083
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$343,242
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,192,043
Participant contributions at end of year2019-12-31$483,849
Participant contributions at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,279,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,024,695
Value of interest in pooled separate accounts at end of year2019-12-31$27,270,304
Value of interest in pooled separate accounts at beginning of year2019-12-31$23,986,446
Interest on participant loans2019-12-31$31,154
Value of interest in common/collective trusts at end of year2019-12-31$2,851,365
Value of interest in common/collective trusts at beginning of year2019-12-31$2,602,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$61,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$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 accounts2019-12-31$5,928,414
Net investment gain or loss from common/collective trusts2019-12-31$136,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$906,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,225,380
Contract administrator fees2019-12-31$105,083
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,595,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,379,812
Expenses. Certain deemed distributions of participant loans2018-12-31$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 year2018-12-31$35,247,663
Value of total assets at beginning of year2018-12-31$39,461,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$109,602
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$369,881
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,379,271
Participant contributions at end of year2018-12-31$633,529
Participant contributions at beginning of year2018-12-31$545,356
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$125,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,024,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,771,763
Value of interest in pooled separate accounts at end of year2018-12-31$23,986,446
Value of interest in pooled separate accounts at beginning of year2018-12-31$27,592,643
Interest on participant loans2018-12-31$30,088
Value of interest in common/collective trusts at end of year2018-12-31$2,602,993
Value of interest in common/collective trusts at beginning of year2018-12-31$2,539,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-938,736
Net investment gain/loss from pooled separate accounts2018-12-31$-1,418,234
Net investment gain or loss from common/collective trusts2018-12-31$26,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$807,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,379,812
Contract administrator fees2018-12-31$109,602
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,529,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$39,461,997
Value of total assets at beginning of year2017-12-31$33,504,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,208
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$328,048
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,279,483
Participant contributions at end of year2017-12-31$545,356
Participant contributions at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,771,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,251,915
Value of interest in pooled separate accounts at end of year2017-12-31$27,592,643
Value of interest in pooled separate accounts at beginning of year2017-12-31$24,306,968
Interest on participant loans2017-12-31$22,842
Value of interest in common/collective trusts at end of year2017-12-31$2,539,731
Value of interest in common/collective trusts at beginning of year2017-12-31$3,472,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$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 accounts2017-12-31$4,427,021
Net investment gain or loss from common/collective trusts2017-12-31$28,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$911,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,524,007
Contract administrator fees2017-12-31$5,208
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,143,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$33,504,973
Value of total assets at beginning of year2016-12-31$30,140,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,682
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$143,623
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,173,461
Participant contributions at end of year2016-12-31$473,160
Participant contributions at beginning of year2016-12-31$478,949
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,251,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,477,288
Value of interest in pooled separate accounts at end of year2016-12-31$24,306,968
Value of interest in pooled separate accounts at beginning of year2016-12-31$22,191,754
Interest on participant loans2016-12-31$19,959
Value of interest in common/collective trusts at end of year2016-12-31$3,472,930
Value of interest in common/collective trusts at beginning of year2016-12-31$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 accounts2016-12-31$1,744,999
Net investment gain or loss from common/collective trusts2016-12-31$31,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$908,580
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$4,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,129,761
Contract administrator fees2016-12-31$13,682
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,900,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$30,140,602
Value of total assets at beginning of year2015-12-31$29,818,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,539
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$218,405
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,050,636
Participant contributions at end of year2015-12-31$478,949
Participant contributions at beginning of year2015-12-31$436,937
Participant contributions at end of year2015-12-31$2,917
Participant contributions at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,477,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,157,199
Value of interest in pooled separate accounts at end of year2015-12-31$22,191,754
Value of interest in pooled separate accounts at beginning of year2015-12-31$22,529,141
Interest on participant loans2015-12-31$20,020
Value of interest in common/collective trusts at end of year2015-12-31$2,985,155
Value of interest in common/collective trusts at beginning of year2015-12-31$2,688,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-262,691
Net investment gain/loss from pooled separate accounts2015-12-31$80,020
Net investment gain or loss from common/collective trusts2015-12-31$7,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$955,846
Employer contributions (assets) at end of year2015-12-31$4,539
Employer contributions (assets) at beginning of year2015-12-31$4,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,892,833
Contract administrator fees2015-12-31$7,539
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,752,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$29,818,543
Value of total assets at beginning of year2014-12-31$30,811,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,765
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$227,810
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$907,118
Participant contributions at end of year2014-12-31$436,937
Participant contributions at beginning of year2014-12-31$461,481
Participant contributions at end of year2014-12-31$2,558
Participant contributions at beginning of year2014-12-31$30,296
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$131,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,157,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,502,237
Value of interest in pooled separate accounts at end of year2014-12-31$22,529,141
Value of interest in pooled separate accounts at beginning of year2014-12-31$21,746,163
Interest on participant loans2014-12-31$18,400
Value of interest in common/collective trusts at end of year2014-12-31$2,688,162
Value of interest in common/collective trusts at beginning of year2014-12-31$3,045,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-23,728
Net investment gain/loss from pooled separate accounts2014-12-31$1,617,984
Net investment gain or loss from common/collective trusts2014-12-31$29,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$850,029
Employer contributions (assets) at end of year2014-12-31$4,148
Employer contributions (assets) at beginning of year2014-12-31$25,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,746,642
Contract administrator fees2014-12-31$5,765
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,415,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$30,811,642
Value of total assets at beginning of year2013-12-31$26,653,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,701
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$269,214
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$884,521
Participant contributions at end of year2013-12-31$461,481
Participant contributions at beginning of year2013-12-31$315,051
Participant contributions at end of year2013-12-31$30,296
Participant contributions at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,502,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,525,707
Value of interest in pooled separate accounts at end of year2013-12-31$21,746,163
Value of interest in pooled separate accounts at beginning of year2013-12-31$16,955,871
Interest on participant loans2013-12-31$13,770
Value of interest in common/collective trusts at end of year2013-12-31$3,045,494
Value of interest in common/collective trusts at beginning of year2013-12-31$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 accounts2013-12-31$3,781,786
Net investment gain or loss from common/collective trusts2013-12-31$-40,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$777,982
Employer contributions (assets) at end of year2013-12-31$25,971
Employer contributions (assets) at beginning of year2013-12-31$23,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,411,293
Contract administrator fees2013-12-31$4,701
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,009,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$26,653,554
Value of total assets at beginning of year2012-12-31$24,135,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,531
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$202,190
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$855,911
Participant contributions at end of year2012-12-31$315,051
Participant contributions at beginning of year2012-12-31$421,116
Participant contributions at end of year2012-12-31$30,704
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,525,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,633,762
Value of interest in pooled separate accounts at end of year2012-12-31$16,955,871
Value of interest in pooled separate accounts at beginning of year2012-12-31$15,561,786
Interest on participant loans2012-12-31$15,325
Value of interest in common/collective trusts at end of year2012-12-31$3,802,350
Value of interest in common/collective trusts at beginning of year2012-12-31$3,368,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$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 accounts2012-12-31$2,219,300
Net investment gain or loss from common/collective trusts2012-12-31$51,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$708,518
Employer contributions (assets) at end of year2012-12-31$23,871
Employer contributions (assets) at beginning of year2012-12-31$33,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,007,421
Contract administrator fees2012-12-31$2,531
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,341,018
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,517,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$24,135,435
Value of total assets at beginning of year2011-12-31$25,312,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,027
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$181,281
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,073,285
Participant contributions at end of year2011-12-31$421,116
Participant contributions at beginning of year2011-12-31$532,940
Participant contributions at end of year2011-12-31$62,677
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$955
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,633,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,282,697
Value of interest in pooled separate accounts at end of year2011-12-31$15,561,786
Value of interest in pooled separate accounts at beginning of year2011-12-31$17,165,529
Interest on participant loans2011-12-31$27,129
Value of interest in common/collective trusts at end of year2011-12-31$3,368,270
Value of interest in common/collective trusts at beginning of year2011-12-31$3,225,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$54,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$105,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-180,116
Net investment gain/loss from pooled separate accounts2011-12-31$-626,564
Net investment gain or loss from common/collective trusts2011-12-31$67,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$797,538
Employer contributions (assets) at end of year2011-12-31$33,028
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,515,866
Contract administrator fees2011-12-31$2,027
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,595,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,462,782
Expenses. Certain deemed distributions of participant loans2010-12-31$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 year2010-12-31$25,312,310
Value of total assets at beginning of year2010-12-31$25,121,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,895
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$196,643
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,055,169
Participant contributions at end of year2010-12-31$532,940
Participant contributions at beginning of year2010-12-31$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 year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,282,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$123,247
Value of interest in pooled separate accounts at end of year2010-12-31$17,165,529
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,958,193
Interest on participant loans2010-12-31$42,235
Value of interest in common/collective trusts at end of year2010-12-31$3,225,798
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$105,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$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 accounts2010-12-31$2,233,913
Net investment gain or loss from common/collective trusts2010-12-31$81,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$863,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,462,782
Contract administrator fees2010-12-31$10,895
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2010-12-31381357951

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

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number315050
Policy instance 1
Insurance contract or identification number315050
Number of Individuals Covered272
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for 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 number315050
Policy instance 1
Insurance contract or identification number315050
Number of Individuals Covered258
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for 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 number315050
Policy instance 1
Insurance contract or identification number315050
Number of Individuals Covered274
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,531
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $2,971
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number315050
Policy instance 1
Insurance contract or identification number315050
Number of Individuals Covered291
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $28,777
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $28,777
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number315050
Policy instance 1
Insurance contract or identification number315050
Number of Individuals Covered308
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $41,811
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $41,811
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number315050
Policy instance 1
Insurance contract or identification number315050
Number of Individuals Covered379
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $42,446
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $26,169
Insurance broker organization code?3
Amount paid for insurance broker fees6011
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameUBS FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number315050
Policy instance 1
Insurance contract or identification number315050
Number of Individuals Covered443
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $39,208
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $29,406
Amount paid for insurance broker fees5797
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number315050
Policy instance 1
Insurance contract or identification number315050
Number of Individuals Covered411
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $36,180
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $27,135
Amount paid for insurance broker fees5784
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number315050
Policy instance 1
Insurance contract or identification number315050
Number of Individuals Covered373
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $36,676
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $27,507
Amount paid for insurance broker fees14012
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number315050
Policy instance 1
Insurance contract or identification number315050
Number of Individuals Covered323
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $28,491
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $21,368
Amount paid for insurance broker fees5804
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number315050
Policy instance 1
Insurance contract or identification number315050
Number of Individuals Covered307
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $38,321
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number315050
Policy instance 1
Insurance contract or identification number315050
Number of Individuals Covered304
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $37,832
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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