CATERPILLAR INC. has sponsored the creation of one or more 401k plans.
Additional information about CATERPILLAR INC.
Submission information for form 5500 for 401k plan CATERPILLAR - IAM LODGE PM 360 SUB PLAN
| Measure | Date | Value |
|---|
| 2012: CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 0 |
| 2011: CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 12 |
| 2010: CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 17 |
| 2009: CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 17 |
| Measure | Date | Value |
|---|
| 2012 : CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-11-28 | $7,858 |
| Expenses. Total of all expenses incurred | 2012-11-28 | $19,676 |
| Benefits paid (including direct rollovers) | 2012-11-28 | $11,059 |
| Total plan assets at end of year | 2012-11-28 | $0 |
| Total plan assets at beginning of year | 2012-11-28 | $11,818 |
| Value of fidelity bond covering the plan | 2012-11-28 | $50,000,000 |
| Net income (gross income less expenses) | 2012-11-28 | $-11,818 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-28 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-28 | $11,818 |
| Total contributions received or receivable from employer(s) | 2012-11-28 | $7,858 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-28 | $8,617 |
| 2011 : CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $12,193 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $8,514 |
| Total plan assets at end of year | 2011-12-31 | $11,818 |
| Total plan assets at beginning of year | 2011-12-31 | $8,139 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000,000 |
| Other income received | 2011-12-31 | $1 |
| Net income (gross income less expenses) | 2011-12-31 | $3,679 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $11,818 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,139 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $12,192 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $8,514 |
| 2010 : CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $1,215 |
| Total income from all sources | 2010-12-31 | $12,707 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $12,108 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $6,203 |
| Total plan assets at end of year | 2010-12-31 | $8,139 |
| Total plan assets at beginning of year | 2010-12-31 | $6,325 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000,000 |
| Other income received | 2010-12-31 | $1 |
| Net income (gross income less expenses) | 2010-12-31 | $599 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,139 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,325 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,706 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,905 |
| 2012: CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | Yes |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CATERPILLAR - IAM LODGE PM 360 SUB PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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