Logo

RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 401k Plan overview

Plan NameRENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN
Plan identification number 001

RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

RENISHAW, INC. has sponsored the creation of one or more 401k plans.

Company Name:RENISHAW, INC.
Employer identification number (EIN):363114352
NAIC Classification:334500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01MARY TURES MARY TURES2018-04-13
0012015-07-01MARY TURES MARY TURES2017-04-13
0012014-07-01MARY TURES MARY TURES2016-04-18
0012013-07-01MARY TURES MARY TURES2015-04-14
0012012-07-01MARY TURES MARY TURES2014-04-10
0012011-07-01MARY TURES2013-01-23 MARY TURES2013-01-23
0012010-07-01MARY TURES2012-01-27 MARY TURES2012-01-27

Plan Statistics for RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN

401k plan membership statisitcs for RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN

Measure Date Value
2022: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01296
Total number of active participants reported on line 7a of the Form 55002022-07-01210
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0151
Total of all active and inactive participants2022-07-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-011
Total participants2022-07-01262
Number of participants with account balances2022-07-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0118
2021: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01277
Total number of active participants reported on line 7a of the Form 55002021-07-01229
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0161
Total of all active and inactive participants2021-07-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01290
Number of participants with account balances2021-07-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0111
2020: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01273
Total number of active participants reported on line 7a of the Form 55002020-07-01235
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0128
Total of all active and inactive participants2020-07-01263
Total participants2020-07-01263
Number of participants with account balances2020-07-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-012
2019: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01278
Total number of active participants reported on line 7a of the Form 55002019-07-01224
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0127
Total of all active and inactive participants2019-07-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01251
Number of participants with account balances2019-07-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0115
2018: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01208
Total number of active participants reported on line 7a of the Form 55002018-07-01195
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0129
Total of all active and inactive participants2018-07-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01224
Number of participants with account balances2018-07-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-017
2017: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01206
Total number of active participants reported on line 7a of the Form 55002017-07-01188
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0153
Total of all active and inactive participants2017-07-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01241
Number of participants with account balances2017-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0110
2016: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01200
Total number of active participants reported on line 7a of the Form 55002016-07-01166
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0139
Total of all active and inactive participants2016-07-01205
Total participants2016-07-01205
Number of participants with account balances2016-07-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01156
Total number of active participants reported on line 7a of the Form 55002015-07-01152
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0110
Total of all active and inactive participants2015-07-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01162
Number of participants with account balances2015-07-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-014
2014: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01141
Total number of active participants reported on line 7a of the Form 55002014-07-01141
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0115
Total of all active and inactive participants2014-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01156
Number of participants with account balances2014-07-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-014
2013: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01131
Total number of active participants reported on line 7a of the Form 55002013-07-01124
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0115
Total of all active and inactive participants2013-07-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01139
Number of participants with account balances2013-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01122
Total number of active participants reported on line 7a of the Form 55002012-07-01120
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0110
Total of all active and inactive participants2012-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01130
Number of participants with account balances2012-07-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011

Financial Data on RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN

Measure Date Value
2023 : RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$0
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total transfer of assets to this plan2023-06-30$0
Total transfer of assets from this plan2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$703
Expenses. Interest paid2023-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-06-30$0
Total income from all sources (including contributions)2023-06-30$11,811,376
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$3,473,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$3,429,310
Expenses. Certain deemed distributions of participant loans2023-06-30$0
Value of total corrective distributions2023-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$6,597,102
Value of total assets at end of year2023-06-30$49,269,963
Value of total assets at beginning of year2023-06-30$40,932,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$43,926
Total income from rents2023-06-30$0
Total interest from all sources2023-06-30$14,605
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$331,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$331,938
Assets. Real estate other than employer real property at end of year2023-06-30$0
Assets. Real estate other than employer real property at beginning of year2023-06-30$0
Administrative expenses professional fees incurred2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-06-30$0
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$1,907,436
Participant contributions at end of year2023-06-30$278,851
Participant contributions at beginning of year2023-06-30$298,707
Participant contributions at end of year2023-06-30$83,677
Participant contributions at beginning of year2023-06-30$76,701
Assets. Other investments not covered elsewhere at end of year2023-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$2,693,268
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$0
Assets. Loans (other than to participants) at end of year2023-06-30$0
Assets. Loans (other than to participants) at beginning of year2023-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$703
Other income not declared elsewhere2023-06-30$3,776
Administrative expenses (other) incurred2023-06-30$0
Liabilities. Value of operating payables at end of year2023-06-30$0
Liabilities. Value of operating payables at beginning of year2023-06-30$0
Total non interest bearing cash at end of year2023-06-30$0
Total non interest bearing cash at beginning of year2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Income. Non cash contributions2023-06-30$0
Value of net income/loss2023-06-30$8,338,140
Value of net assets at end of year (total assets less liabilities)2023-06-30$49,269,963
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$40,931,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Assets. partnership/joint venture interests at end of year2023-06-30$0
Assets. partnership/joint venture interests at beginning of year2023-06-30$0
Investment advisory and management fees2023-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$17,231,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$14,250,067
Value of interest in pooled separate accounts at end of year2023-06-30$27,813,509
Value of interest in pooled separate accounts at beginning of year2023-06-30$23,645,161
Interest on participant loans2023-06-30$14,605
Income. Interest from loans (other than to participants)2023-06-30$0
Interest earned on other investments2023-06-30$0
Income. Interest from US Government securities2023-06-30$0
Income. Interest from corporate debt instruments2023-06-30$0
Value of interest in master investment trust accounts at end of year2023-06-30$0
Value of interest in master investment trust accounts at beginning of year2023-06-30$0
Value of interest in common/collective trusts at end of year2023-06-30$3,337,665
Value of interest in common/collective trusts at beginning of year2023-06-30$2,002,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2023-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$15,849
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$0
Asset value of US Government securities at end of year2023-06-30$0
Asset value of US Government securities at beginning of year2023-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,452,801
Net investment gain/loss from pooled separate accounts2023-06-30$3,364,310
Net investment gain or loss from common/collective trusts2023-06-30$46,844
Net gain/loss from 103.12 investment entities2023-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30Yes
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Assets. Invements in employer securities at end of year2023-06-30$0
Assets. Invements in employer securities at beginning of year2023-06-30$0
Assets. Value of employer real property at end of year2023-06-30$0
Assets. Value of employer real property at beginning of year2023-06-30$0
Contributions received in cash from employer2023-06-30$1,996,398
Employer contributions (assets) at end of year2023-06-30$525,166
Employer contributions (assets) at beginning of year2023-06-30$643,592
Income. Dividends from preferred stock2023-06-30$0
Income. Dividends from common stock2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$3,429,310
Asset. Corporate debt instrument preferred debt at end of year2023-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$0
Contract administrator fees2023-06-30$43,926
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$0
Liabilities. Value of benefit claims payable at end of year2023-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2023-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-06-30$0
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$0
Aggregate carrying amount (costs) on sale of assets2023-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2023-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-06-30$0
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30WARADY & DAVIS LLP
Accountancy firm EIN2023-06-30362170602
2022 : RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$2,121
Expenses. Interest paid2022-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-06-30$0
Total income from all sources (including contributions)2022-06-30$-3,026,011
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$5,350,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$5,298,907
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$4,016,946
Value of total assets at end of year2022-06-30$40,932,526
Value of total assets at beginning of year2022-06-30$49,310,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$51,911
Total income from rents2022-06-30$0
Total interest from all sources2022-06-30$17,357
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$327,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$327,909
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Administrative expenses professional fees incurred2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,867,655
Participant contributions at end of year2022-06-30$298,707
Participant contributions at beginning of year2022-06-30$421,090
Participant contributions at end of year2022-06-30$76,701
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$171,676
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$2,121
Other income not declared elsewhere2022-06-30$-232
Administrative expenses (other) incurred2022-06-30$0
Liabilities. Value of operating payables at end of year2022-06-30$0
Liabilities. Value of operating payables at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-8,376,829
Value of net assets at end of year (total assets less liabilities)2022-06-30$40,931,823
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$49,308,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Investment advisory and management fees2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$14,250,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$15,742,059
Value of interest in pooled separate accounts at end of year2022-06-30$23,645,161
Value of interest in pooled separate accounts at beginning of year2022-06-30$30,030,946
Interest on participant loans2022-06-30$17,109
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$248
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$2,002,449
Value of interest in common/collective trusts at beginning of year2022-06-30$2,334,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$15,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$198,383
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,684,496
Net investment gain/loss from pooled separate accounts2022-06-30$-4,734,859
Net investment gain or loss from common/collective trusts2022-06-30$31,364
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Assets. Invements in employer securities at end of year2022-06-30$0
Assets. Invements in employer securities at beginning of year2022-06-30$0
Assets. Value of employer real property at end of year2022-06-30$0
Assets. Value of employer real property at beginning of year2022-06-30$0
Contributions received in cash from employer2022-06-30$1,977,615
Employer contributions (assets) at end of year2022-06-30$643,592
Employer contributions (assets) at beginning of year2022-06-30$583,362
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$5,298,907
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Contract administrator fees2022-06-30$51,911
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Liabilities. Value of benefit claims payable at end of year2022-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2022-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WARADY & DAVIS LLP
Accountancy firm EIN2022-06-30362170602
2021 : RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,121
Total income from all sources (including contributions)2021-06-30$16,212,981
Total of all expenses incurred2021-06-30$901,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$855,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$5,220,026
Value of total assets at end of year2021-06-30$49,310,773
Value of total assets at beginning of year2021-06-30$33,998,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$45,507
Total interest from all sources2021-06-30$24,575
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$209,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$209,688
Assets. Real estate other than employer real property at beginning of year2021-06-30$0
Administrative expenses professional fees incurred2021-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,776,097
Participant contributions at end of year2021-06-30$421,090
Participant contributions at beginning of year2021-06-30$367,167
Participant contributions at beginning of year2021-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$1,438,526
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Assets. Loans (other than to participants) at beginning of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$2,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$2,121
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$0
Liabilities. Value of operating payables at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$15,311,845
Value of net assets at end of year (total assets less liabilities)2021-06-30$49,308,652
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$33,996,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at beginning of year2021-06-30$0
Investment advisory and management fees2021-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$15,742,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$8,514,199
Value of interest in pooled separate accounts at end of year2021-06-30$30,030,946
Value of interest in pooled separate accounts at beginning of year2021-06-30$21,927,292
Interest on participant loans2021-06-30$22,107
Interest earned on other investments2021-06-30$2,468
Value of interest in master investment trust accounts at beginning of year2021-06-30$0
Value of interest in common/collective trusts at end of year2021-06-30$2,334,933
Value of interest in common/collective trusts at beginning of year2021-06-30$2,400,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$198,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$307,933
Asset value of US Government securities at beginning of year2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,740,124
Net investment gain/loss from pooled separate accounts2021-06-30$7,978,724
Net investment gain or loss from common/collective trusts2021-06-30$39,844
Net gain/loss from 103.12 investment entities2021-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at beginning of year2021-06-30$0
Assets. Value of employer real property at beginning of year2021-06-30$0
Contributions received in cash from employer2021-06-30$2,005,403
Employer contributions (assets) at end of year2021-06-30$583,362
Employer contributions (assets) at beginning of year2021-06-30$481,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$855,629
Asset. Corporate debt instrument preferred debt at beginning of year2021-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$0
Contract administrator fees2021-06-30$45,507
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Liabilities. Value of acquisition indebtedness at beginning of year2021-06-30$0
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30WARADY & DAVIS LLP
Accountancy firm EIN2021-06-30362170602
2020 : RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$0
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$0
Total transfer of assets from this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,121
Expenses. Interest paid2020-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-06-30$0
Total income from all sources (including contributions)2020-06-30$5,514,016
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,514,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,475,918
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$5,128,477
Value of total assets at end of year2020-06-30$33,998,928
Value of total assets at beginning of year2020-06-30$29,999,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$38,812
Total income from rents2020-06-30$0
Total interest from all sources2020-06-30$23,608
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$204,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$204,467
Assets. Real estate other than employer real property at end of year2020-06-30$0
Assets. Real estate other than employer real property at beginning of year2020-06-30$0
Administrative expenses professional fees incurred2020-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,778,655
Participant contributions at end of year2020-06-30$367,167
Participant contributions at beginning of year2020-06-30$308,771
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Assets. Other investments not covered elsewhere at end of year2020-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$1,336,947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Assets. Loans (other than to participants) at end of year2020-06-30$0
Assets. Loans (other than to participants) at beginning of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$2,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$2,121
Other income not declared elsewhere2020-06-30$5,198
Administrative expenses (other) incurred2020-06-30$0
Liabilities. Value of operating payables at end of year2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Income. Non cash contributions2020-06-30$0
Value of net income/loss2020-06-30$3,999,286
Value of net assets at end of year (total assets less liabilities)2020-06-30$33,996,807
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$29,997,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$0
Assets. partnership/joint venture interests at beginning of year2020-06-30$0
Investment advisory and management fees2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$8,514,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,003,144
Value of interest in pooled separate accounts at end of year2020-06-30$21,927,292
Value of interest in pooled separate accounts at beginning of year2020-06-30$20,077,705
Interest on participant loans2020-06-30$19,543
Income. Interest from loans (other than to participants)2020-06-30$0
Interest earned on other investments2020-06-30$4,065
Income. Interest from US Government securities2020-06-30$0
Income. Interest from corporate debt instruments2020-06-30$0
Value of interest in master investment trust accounts at end of year2020-06-30$0
Value of interest in master investment trust accounts at beginning of year2020-06-30$0
Value of interest in common/collective trusts at end of year2020-06-30$2,400,554
Value of interest in common/collective trusts at beginning of year2020-06-30$1,822,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2020-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$307,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$349,984
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Asset value of US Government securities at end of year2020-06-30$0
Asset value of US Government securities at beginning of year2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-66,303
Net investment gain/loss from pooled separate accounts2020-06-30$180,619
Net investment gain or loss from common/collective trusts2020-06-30$37,950
Net gain/loss from 103.12 investment entities2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Assets. Invements in employer securities at end of year2020-06-30$0
Assets. Invements in employer securities at beginning of year2020-06-30$0
Assets. Value of employer real property at end of year2020-06-30$0
Assets. Value of employer real property at beginning of year2020-06-30$0
Contributions received in cash from employer2020-06-30$2,012,875
Employer contributions (assets) at end of year2020-06-30$481,783
Employer contributions (assets) at beginning of year2020-06-30$437,606
Income. Dividends from preferred stock2020-06-30$0
Income. Dividends from common stock2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,475,918
Asset. Corporate debt instrument preferred debt at end of year2020-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$0
Contract administrator fees2020-06-30$38,812
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$0
Liabilities. Value of benefit claims payable at end of year2020-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$0
Aggregate carrying amount (costs) on sale of assets2020-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2020-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WARADY & DAVIS LLP
Accountancy firm EIN2020-06-30362170602
2019 : RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$0
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$2,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$3,199
Total income from all sources (including contributions)2019-06-30$4,556,109
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$326,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$294,928
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$1,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$3,051,418
Value of total assets at end of year2019-06-30$29,999,642
Value of total assets at beginning of year2019-06-30$25,771,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$30,120
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$23,426
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$122,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$122,661
Administrative expenses professional fees incurred2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,464,079
Participant contributions at end of year2019-06-30$308,771
Participant contributions at beginning of year2019-06-30$377,273
Participant contributions at beginning of year2019-06-30$57,123
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$28,469
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$2,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$3,199
Other income not declared elsewhere2019-06-30$10,134
Administrative expenses (other) incurred2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$4,229,206
Value of net assets at end of year (total assets less liabilities)2019-06-30$29,997,521
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$25,768,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,003,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,333,670
Value of interest in pooled separate accounts at end of year2019-06-30$20,077,705
Value of interest in pooled separate accounts at beginning of year2019-06-30$17,879,612
Interest on participant loans2019-06-30$18,960
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$4,466
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Value of interest in common/collective trusts at end of year2019-06-30$1,822,432
Value of interest in common/collective trusts at beginning of year2019-06-30$1,322,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$349,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$402,092
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$231,039
Net investment gain/loss from pooled separate accounts2019-06-30$1,079,446
Net investment gain or loss from common/collective trusts2019-06-30$37,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,558,870
Employer contributions (assets) at end of year2019-06-30$437,606
Employer contributions (assets) at beginning of year2019-06-30$399,654
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$294,928
Contract administrator fees2019-06-30$30,120
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WARADY & DAVIS LLP
Accountancy firm EIN2019-06-30362170602
2018 : RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$3,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$871
Total income from all sources (including contributions)2018-06-30$5,421,668
Total of all expenses incurred2018-06-30$1,122,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,093,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$3,116,868
Value of total assets at end of year2018-06-30$25,771,514
Value of total assets at beginning of year2018-06-30$21,470,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$28,844
Total interest from all sources2018-06-30$20,238
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$67,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$67,877
Administrative expenses professional fees incurred2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,261,477
Participant contributions at end of year2018-06-30$377,273
Participant contributions at beginning of year2018-06-30$370,571
Participant contributions at end of year2018-06-30$57,123
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$459,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$3,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,298,878
Value of net assets at end of year (total assets less liabilities)2018-06-30$25,768,315
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$21,469,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$5,333,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,902,606
Value of interest in pooled separate accounts at end of year2018-06-30$17,879,612
Value of interest in pooled separate accounts at beginning of year2018-06-30$17,461,925
Interest on participant loans2018-06-30$16,628
Interest earned on other investments2018-06-30$3,610
Value of interest in common/collective trusts at end of year2018-06-30$1,322,090
Value of interest in common/collective trusts at beginning of year2018-06-30$565,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$402,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$678,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$207,387
Net investment gain/loss from pooled separate accounts2018-06-30$1,993,943
Net investment gain or loss from common/collective trusts2018-06-30$15,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,396,092
Employer contributions (assets) at end of year2018-06-30$399,654
Employer contributions (assets) at beginning of year2018-06-30$491,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,093,946
Contract administrator fees2018-06-30$28,844
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WARADY & DAVIS LLP
Accountancy firm EIN2018-06-30362170602
2017 : RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$871
Total income from all sources (including contributions)2017-06-30$4,723,428
Total of all expenses incurred2017-06-30$163,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$142,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,535,828
Value of total assets at end of year2017-06-30$21,470,308
Value of total assets at beginning of year2017-06-30$16,909,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$21,504
Total interest from all sources2017-06-30$20,504
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$24,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$24,317
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,103,906
Participant contributions at end of year2017-06-30$370,571
Participant contributions at beginning of year2017-06-30$270,844
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$50,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$871
Other income not declared elsewhere2017-06-30$-6,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$4,559,819
Value of net assets at end of year (total assets less liabilities)2017-06-30$21,469,437
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$16,909,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,902,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$484,033
Value of interest in pooled separate accounts at end of year2017-06-30$17,461,925
Value of interest in pooled separate accounts at beginning of year2017-06-30$14,556,431
Interest on participant loans2017-06-30$13,900
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$6,604
Value of interest in common/collective trusts at end of year2017-06-30$565,379
Value of interest in common/collective trusts at beginning of year2017-06-30$174,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$678,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,032,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$135,181
Net investment gain/loss from pooled separate accounts2017-06-30$2,006,319
Net investment gain or loss from common/collective trusts2017-06-30$7,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,381,610
Employer contributions (assets) at end of year2017-06-30$491,155
Employer contributions (assets) at beginning of year2017-06-30$391,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$142,105
Contract administrator fees2017-06-30$21,504
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WARADY & DAVIS LLP
Accountancy firm EIN2017-06-30362170602
2016 : RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$2,583,858
Total of all expenses incurred2016-06-30$133,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$114,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,426,423
Value of total assets at end of year2016-06-30$16,909,618
Value of total assets at beginning of year2016-06-30$14,459,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$19,615
Total interest from all sources2016-06-30$20,119
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$2,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$2,455
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$983,768
Participant contributions at end of year2016-06-30$270,844
Participant contributions at beginning of year2016-06-30$242,633
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$192,652
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$2,450,102
Value of net assets at end of year (total assets less liabilities)2016-06-30$16,909,618
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$14,459,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$484,033
Value of interest in pooled separate accounts at end of year2016-06-30$14,556,431
Value of interest in pooled separate accounts at beginning of year2016-06-30$12,796,627
Interest on participant loans2016-06-30$11,960
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$8,159
Value of interest in common/collective trusts at end of year2016-06-30$174,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,032,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$997,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$21,030
Net investment gain/loss from pooled separate accounts2016-06-30$112,754
Net investment gain or loss from common/collective trusts2016-06-30$1,077
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,250,003
Employer contributions (assets) at end of year2016-06-30$391,009
Employer contributions (assets) at beginning of year2016-06-30$422,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$114,141
Contract administrator fees2016-06-30$19,615
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WARADY & DAVIS LLP
Accountancy firm EIN2016-06-30362170602
2015 : RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total transfer of assets from this plan2015-06-30$0
Expenses. Interest paid2015-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,590,525
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$551,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$517,530
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Value of total corrective distributions2015-06-30$26,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,085,237
Value of total assets at end of year2015-06-30$14,459,516
Value of total assets at beginning of year2015-06-30$12,420,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$7,560
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$16,551
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$840,298
Participant contributions at end of year2015-06-30$242,633
Participant contributions at beginning of year2015-06-30$176,849
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$31,320
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$24,842
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$263
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$-7,620
Administrative expenses (other) incurred2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$2,039,151
Value of net assets at end of year (total assets less liabilities)2015-06-30$14,459,516
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$12,420,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$0
Value of interest in pooled separate accounts at end of year2015-06-30$12,796,627
Value of interest in pooled separate accounts at beginning of year2015-06-30$10,975,874
Interest on participant loans2015-06-30$6,899
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$9,652
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$997,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$871,831
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$496,357
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,220,097
Employer contributions (assets) at end of year2015-06-30$422,436
Employer contributions (assets) at beginning of year2015-06-30$364,491
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$517,267
Contract administrator fees2015-06-30$7,560
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WARADY & DAVIS LLP
Accountancy firm EIN2015-06-30362170602
2014 : RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total transfer of assets from this plan2014-06-30$0
Expenses. Interest paid2014-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-06-30$0
Total income from all sources (including contributions)2014-06-30$3,693,272
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$466,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$463,174
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,080,278
Value of total assets at end of year2014-06-30$12,420,365
Value of total assets at beginning of year2014-06-30$9,193,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,402
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$15,421
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$0
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$731,733
Participant contributions at end of year2014-06-30$176,849
Participant contributions at beginning of year2014-06-30$150,673
Participant contributions at end of year2014-06-30$31,320
Participant contributions at beginning of year2014-06-30$25,626
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$228,539
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$-6,412
Administrative expenses (other) incurred2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$3,226,696
Value of net assets at end of year (total assets less liabilities)2014-06-30$12,420,365
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$9,193,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$0
Value of interest in pooled separate accounts at end of year2014-06-30$10,975,874
Value of interest in pooled separate accounts at beginning of year2014-06-30$7,347,469
Interest on participant loans2014-06-30$6,386
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$9,035
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$871,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$714,855
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$1,603,985
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,120,006
Employer contributions (assets) at end of year2014-06-30$364,491
Employer contributions (assets) at beginning of year2014-06-30$955,046
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$463,174
Contract administrator fees2014-06-30$3,402
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30WARADY & DAVIS LLP
Accountancy firm EIN2014-06-30362170602
2013 : RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,560,549
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$101,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$100,200
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,652,129
Value of total assets at end of year2013-06-30$9,193,669
Value of total assets at beginning of year2013-06-30$6,734,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,417
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$14,018
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$606,540
Participant contributions at end of year2013-06-30$150,673
Participant contributions at beginning of year2013-06-30$137,364
Participant contributions at end of year2013-06-30$25,626
Participant contributions at beginning of year2013-06-30$22,904
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$6,197
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$-3,995
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,458,932
Value of net assets at end of year (total assets less liabilities)2013-06-30$9,193,669
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,734,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in pooled separate accounts at end of year2013-06-30$7,347,469
Value of interest in pooled separate accounts at beginning of year2013-06-30$5,883,056
Interest on participant loans2013-06-30$4,095
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$9,923
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$714,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$688,011
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$898,397
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,039,392
Employer contributions (assets) at end of year2013-06-30$955,046
Employer contributions (assets) at beginning of year2013-06-30$3,402
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$100,200
Contract administrator fees2013-06-30$1,417
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30WARADY & DAVIS LLP
Accountancy firm EIN2013-06-30362170602

Form 5500 Responses for RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN

2022: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RENISHAW, INC. EMPLOYEE SALARY SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number373804
Policy instance 1
Insurance contract or identification number373804
Number of Individuals Covered256
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,855
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractFLEXIBLE INVESTMENT ANNUITY
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees11855
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number373804
Policy instance 1
Insurance contract or identification number373804
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,094
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15094
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number373804
Policy instance 1
Insurance contract or identification number373804
Number of Individuals Covered266
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,656
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees12656
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number373804
Policy instance 1
Insurance contract or identification number373804
Number of Individuals Covered251
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,284
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees10284
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number373804
Policy instance 1
Insurance contract or identification number373804
Number of Individuals Covered242
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,194
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9194
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number373804
Policy instance 1
Insurance contract or identification number373804
Number of Individuals Covered197
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,160
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 number373804
Policy instance 1
Insurance contract or identification number373804
Number of Individuals Covered160
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,057
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees7057
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEES
Insurance broker organization code?5
Insurance broker namePROFIT PLANNERS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number373804
Policy instance 1
Insurance contract or identification number373804
Number of Individuals Covered156
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $3,165
Total amount of fees paid to insurance companyUSD $6,637
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
Commission paid to Insurance BrokerUSD $3,165
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameSOUTHWEST INSURANCE AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number373804
Policy instance 1
Insurance contract or identification number373804
Number of Individuals Covered135
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $16,183
Total amount of fees paid to insurance companyUSD $4,315
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
Commission paid to Insurance BrokerUSD $16,183
Amount paid for insurance broker fees584
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePROFIT PLANNERS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number373804
Policy instance 1
Insurance contract or identification number373804
Number of Individuals Covered130
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $7,458
Total amount of fees paid to insurance companyUSD $451
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
Commission paid to Insurance BrokerUSD $7,458
Amount paid for insurance broker fees451
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameSOUTHWEST INSURANCE AGENCY INC

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

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

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

See full terms and conditions

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