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DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameDONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 007

DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:DONALDSON COMPANY, INC.
Employer identification number (EIN):410222640
NAIC Classification:333900

Additional information about DONALDSON COMPANY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1986-04-22
Company Identification Number: J10700
Legal Registered Office Address: 100 2ND AVE S.

ST PETERSBURG

33701

More information about DONALDSON COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072022-01-01
0072022-01-01
0072021-01-01
0072020-01-01
0072019-01-01
0072018-01-01
0072018-01-01
0072017-01-01LISA VANCAO ERIC ROLING2018-10-12
0072016-01-01LISA VANCAO MARY HAYES2017-07-26
0072015-01-01LISA VANCAO MARY HAYES2016-07-28
0072014-01-01LISA VANCAO MARY HAYES2015-10-08
0072013-01-01LISA VANCAO MARY HAYES2014-10-14
0072012-01-01LISA VANCAO MARY HAYES2013-10-11
0072011-01-01LISA VANCAO MARY HAYES2012-07-03
0072010-01-01LISA VANCAO MARY HAYES2011-10-13
0072009-01-01LISA VANCAO MARY C. HAYES2010-10-13

Plan Statistics for DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,490
Total number of active participants reported on line 7a of the Form 55002022-01-014,213
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-011,576
Total of all active and inactive participants2022-01-015,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015,804
Number of participants with account balances2022-01-015,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01234
2021: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,155
Total number of active participants reported on line 7a of the Form 55002021-01-014,060
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-011,419
Total of all active and inactive participants2021-01-015,490
Total participants2021-01-015,490
Number of participants with account balances2021-01-015,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01116
2020: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,293
Total number of active participants reported on line 7a of the Form 55002020-01-013,834
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-011,318
Total of all active and inactive participants2020-01-015,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015,155
Number of participants with account balances2020-01-014,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01154
2019: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,394
Total number of active participants reported on line 7a of the Form 55002019-01-014,046
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-011,239
Total of all active and inactive participants2019-01-015,293
Total participants2019-01-015,293
Number of participants with account balances2019-01-014,953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01218
2018: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,912
Total number of active participants reported on line 7a of the Form 55002018-01-014,285
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-011,107
Total of all active and inactive participants2018-01-015,394
Total participants2018-01-015,394
Number of participants with account balances2018-01-014,629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01121
2017: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,688
Total number of active participants reported on line 7a of the Form 55002017-01-013,846
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-011,064
Total of all active and inactive participants2017-01-014,912
Total participants2017-01-014,912
Number of participants with account balances2017-01-014,407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0163
2016: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,803
Total number of active participants reported on line 7a of the Form 55002016-01-013,631
Number of other retired or separated participants entitled to future benefits2016-01-011,057
Total of all active and inactive participants2016-01-014,688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,688
Number of participants with account balances2016-01-014,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0184
2015: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,147
Total number of active participants reported on line 7a of the Form 55002015-01-013,776
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-011,024
Total of all active and inactive participants2015-01-014,803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014,803
Number of participants with account balances2015-01-014,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0195
2014: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,028
Total number of active participants reported on line 7a of the Form 55002014-01-014,136
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011,010
Total of all active and inactive participants2014-01-015,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015,147
Number of participants with account balances2014-01-014,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,176
Total number of active participants reported on line 7a of the Form 55002013-01-014,092
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01933
Total of all active and inactive participants2013-01-015,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015,028
Number of participants with account balances2013-01-014,480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,926
Total number of active participants reported on line 7a of the Form 55002012-01-014,235
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-01931
Total of all active and inactive participants2012-01-015,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015,176
Number of participants with account balances2012-01-014,575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,901
Total number of active participants reported on line 7a of the Form 55002011-01-013,963
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01926
Total of all active and inactive participants2011-01-014,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0137
Total participants2011-01-014,926
Number of participants with account balances2011-01-014,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,398
Total number of active participants reported on line 7a of the Form 55002010-01-013,950
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01925
Total of all active and inactive participants2010-01-014,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0126
Total participants2010-01-014,901
Number of participants with account balances2010-01-014,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,212
Total number of active participants reported on line 7a of the Form 55002009-01-013,322
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,035
Total of all active and inactive participants2009-01-014,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0141
Total participants2009-01-014,398
Number of participants with account balances2009-01-013,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-168,863
Total unrealized appreciation/depreciation of assets2022-12-31$-168,863
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-52,628,625
Total loss/gain on sale of assets2022-12-31$-12,864,986
Total of all expenses incurred2022-12-31$66,455,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$65,899,434
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$45,879,109
Value of total assets at end of year2022-12-31$655,987,590
Value of total assets at beginning of year2022-12-31$775,071,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$556,213
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$204,146
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,423,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,152,839
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$24,247,839
Participant contributions at end of year2022-12-31$3,990,791
Participant contributions at beginning of year2022-12-31$4,169,617
Participant contributions at end of year2022-12-31$602,040
Participant contributions at beginning of year2022-12-31$527,303
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,064,918
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,470,028
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$492,199
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-119,084,272
Value of net assets at end of year (total assets less liabilities)2022-12-31$655,987,590
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$775,071,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$64,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$76,800,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$110,918,258
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$204,146
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$377,931,736
Value of interest in common/collective trusts at beginning of year2022-12-31$460,189,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$178,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,832,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,832,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,866,177
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-70,235,526
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31Yes
Assets. Invements in employer securities at end of year2022-12-31$179,700,384
Assets. Invements in employer securities at beginning of year2022-12-31$189,323,651
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$18,161,242
Employer contributions (assets) at end of year2022-12-31$8,718,265
Employer contributions (assets) at beginning of year2022-12-31$8,110,142
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$2,270,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$65,899,434
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$5,245,048
Aggregate carrying amount (costs) on sale of assets2022-12-31$18,110,034
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$10,056,473
Total unrealized appreciation/depreciation of assets2021-12-31$10,056,473
Total transfer of assets to this plan2021-12-31$1,542,185
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$141,346,680
Total loss/gain on sale of assets2021-12-31$2,565,373
Total of all expenses incurred2021-12-31$78,297,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$77,804,342
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$42,298,637
Value of total assets at end of year2021-12-31$775,071,862
Value of total assets at beginning of year2021-12-31$710,480,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$493,053
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$222,653
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,244,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,948,954
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$22,406,941
Participant contributions at end of year2021-12-31$4,169,617
Participant contributions at beginning of year2021-12-31$4,231,876
Participant contributions at end of year2021-12-31$527,303
Participant contributions at beginning of year2021-12-31$480,294
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,498,572
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$434,219
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$63,049,285
Value of net assets at end of year (total assets less liabilities)2021-12-31$775,071,862
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$710,480,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$58,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$110,918,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$95,157,067
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$222,653
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$460,189,918
Value of interest in common/collective trusts at beginning of year2021-12-31$404,124,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,832,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$106,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$106,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,859,790
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$67,099,732
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31Yes
Assets. Invements in employer securities at end of year2021-12-31$189,323,651
Assets. Invements in employer securities at beginning of year2021-12-31$199,301,604
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$17,393,124
Employer contributions (assets) at end of year2021-12-31$8,110,142
Employer contributions (assets) at beginning of year2021-12-31$7,078,442
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$2,295,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$77,804,342
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$30,940,694
Aggregate carrying amount (costs) on sale of assets2021-12-31$28,375,321
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-5,915,145
Total unrealized appreciation/depreciation of assets2020-12-31$-5,915,145
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$97,477,195
Total loss/gain on sale of assets2020-12-31$-5,916,742
Total of all expenses incurred2020-12-31$83,665,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$83,193,827
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$36,611,368
Value of total assets at end of year2020-12-31$710,480,392
Value of total assets at beginning of year2020-12-31$696,669,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$472,013
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$271,624
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,060,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,550,911
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$20,275,074
Participant contributions at end of year2020-12-31$4,231,876
Participant contributions at beginning of year2020-12-31$5,292,763
Participant contributions at end of year2020-12-31$480,294
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,158,194
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$431,706
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$356,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$13,811,355
Value of net assets at end of year (total assets less liabilities)2020-12-31$710,480,392
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$696,669,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$40,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$95,157,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$84,161,818
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$265,268
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$404,124,407
Value of interest in common/collective trusts at beginning of year2020-12-31$364,176,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$106,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,118,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,118,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,356
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,831,887
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$54,534,136
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$199,301,604
Assets. Invements in employer securities at beginning of year2020-12-31$232,488,925
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$15,178,100
Employer contributions (assets) at end of year2020-12-31$7,078,442
Employer contributions (assets) at beginning of year2020-12-31$7,074,155
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$2,509,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$83,193,827
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$30,377,858
Aggregate carrying amount (costs) on sale of assets2020-12-31$36,294,600
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$56,105,866
Total unrealized appreciation/depreciation of assets2019-12-31$56,105,866
Total transfer of assets to this plan2019-12-31$10,203,218
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$184,897,518
Total loss/gain on sale of assets2019-12-31$4,571,603
Total of all expenses incurred2019-12-31$63,207,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$62,695,582
Expenses. Certain deemed distributions of participant loans2019-12-31$3,356
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$39,789,710
Value of total assets at end of year2019-12-31$696,669,037
Value of total assets at beginning of year2019-12-31$564,776,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$509,012
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$325,460
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,051,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,401,977
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$20,157,817
Participant contributions at end of year2019-12-31$5,292,763
Participant contributions at beginning of year2019-12-31$5,035,050
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,957,660
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$472,302
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$356,124
Total non interest bearing cash at beginning of year2019-12-31$6,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$121,689,568
Value of net assets at end of year (total assets less liabilities)2019-12-31$696,669,037
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$564,776,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$36,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,161,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$69,183,531
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$275,295
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$364,176,671
Value of interest in common/collective trusts at beginning of year2019-12-31$288,659,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,118,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,332,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,332,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$50,165
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,484,641
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$63,568,993
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$232,488,925
Assets. Invements in employer securities at beginning of year2019-12-31$192,467,695
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$15,674,233
Employer contributions (assets) at end of year2019-12-31$7,074,155
Employer contributions (assets) at beginning of year2019-12-31$7,092,129
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$2,649,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$62,695,582
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$29,377,435
Aggregate carrying amount (costs) on sale of assets2019-12-31$24,805,832
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31390859910
2018 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-24,460,005
Total unrealized appreciation/depreciation of assets2018-12-31$-24,460,005
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-5,902,386
Total loss/gain on sale of assets2018-12-31$353,307
Total of all expenses incurred2018-12-31$59,085,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$58,853,092
Expenses. Certain deemed distributions of participant loans2018-12-31$13,011
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$37,644,659
Value of total assets at end of year2018-12-31$564,776,251
Value of total assets at beginning of year2018-12-31$629,764,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$219,357
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$250,448
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,928,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,318,953
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$18,969,881
Participant contributions at end of year2018-12-31$5,035,050
Participant contributions at beginning of year2018-12-31$4,746,226
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,709,565
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$196,046
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$6,001
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-64,987,846
Value of net assets at end of year (total assets less liabilities)2018-12-31$564,776,251
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$629,764,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$23,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$69,183,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$191,805,545
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$230,639
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$288,659,163
Value of interest in common/collective trusts at beginning of year2018-12-31$188,849,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,332,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$768,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$768,217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$19,809
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,218,039
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-20,401,188
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$192,467,695
Assets. Invements in employer securities at beginning of year2018-12-31$236,913,784
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$14,965,213
Employer contributions (assets) at end of year2018-12-31$7,092,129
Employer contributions (assets) at beginning of year2018-12-31$6,680,700
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$2,609,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$58,853,092
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$28,357,352
Aggregate carrying amount (costs) on sale of assets2018-12-31$28,004,045
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$32,569,514
Total unrealized appreciation/depreciation of assets2017-12-31$32,569,514
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$131,798,508
Total loss/gain on sale of assets2017-12-31$2,685,970
Total of all expenses incurred2017-12-31$77,199,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$77,192,547
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$33,692,182
Value of total assets at end of year2017-12-31$629,764,097
Value of total assets at beginning of year2017-12-31$575,164,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,694
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$212,706
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$14,775,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$12,094,555
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$17,540,962
Participant contributions at end of year2017-12-31$4,746,226
Participant contributions at beginning of year2017-12-31$4,920,342
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,012,384
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$-1,617
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$54,599,267
Value of net assets at end of year (total assets less liabilities)2017-12-31$629,764,097
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$575,164,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$8,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$191,805,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$235,869,852
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$205,453
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$188,849,625
Value of interest in common/collective trusts at beginning of year2017-12-31$99,084,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$768,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,101,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,101,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,253
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$28,820,912
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$19,041,267
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$236,913,784
Assets. Invements in employer securities at beginning of year2017-12-31$231,007,438
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$14,138,836
Employer contributions (assets) at end of year2017-12-31$6,680,700
Employer contributions (assets) at beginning of year2017-12-31$3,181,804
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$2,681,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$77,192,547
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$37,109,304
Aggregate carrying amount (costs) on sale of assets2017-12-31$34,423,334
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$128,360,683
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$70,864,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$70,849,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,325,846
Value of total assets at end of year2016-12-31$575,164,830
Value of total assets at beginning of year2016-12-31$517,668,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,250
Total interest from all sources2016-12-31$215,708
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,234,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,283,780
Administrative expenses professional fees incurred2016-12-31$15,250
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$15,639,591
Participant contributions at end of year2016-12-31$4,920,342
Participant contributions at beginning of year2016-12-31$5,280,723
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$753,758
Other income not declared elsewhere2016-12-31$653,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$57,496,281
Value of net assets at end of year (total assets less liabilities)2016-12-31$575,164,830
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$517,668,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$235,869,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$239,594,251
Interest on participant loans2016-12-31$215,708
Value of interest in common/collective trusts at end of year2016-12-31$99,084,141
Value of interest in common/collective trusts at beginning of year2016-12-31$90,381,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,101,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,560,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,560,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$86,088,699
Net investment gain or loss from common/collective trusts2016-12-31$5,842,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31Yes
Assets. Invements in employer securities at end of year2016-12-31$231,007,438
Assets. Invements in employer securities at beginning of year2016-12-31$178,610,989
Contributions received in cash from employer2016-12-31$9,932,497
Employer contributions (assets) at end of year2016-12-31$3,181,804
Employer contributions (assets) at beginning of year2016-12-31$1,240,835
Income. Dividends from common stock2016-12-31$2,950,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$70,849,152
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-31,550,595
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$69,924,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$69,883,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,908,770
Value of total assets at end of year2015-12-31$517,668,549
Value of total assets at beginning of year2015-12-31$619,143,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$40,819
Total interest from all sources2015-12-31$222,817
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,538,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,393,649
Administrative expenses professional fees incurred2015-12-31$40,819
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$16,518,388
Participant contributions at end of year2015-12-31$5,280,723
Participant contributions at beginning of year2015-12-31$5,675,440
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$979,304
Other income not declared elsewhere2015-12-31$-109,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-101,475,366
Value of net assets at end of year (total assets less liabilities)2015-12-31$517,668,549
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$619,143,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$329,975,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$342,421,552
Interest on participant loans2015-12-31$222,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,560,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,507,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,507,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-71,110,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$178,610,989
Assets. Invements in employer securities at beginning of year2015-12-31$267,578,355
Contributions received in cash from employer2015-12-31$8,411,078
Employer contributions (assets) at end of year2015-12-31$1,240,835
Employer contributions (assets) at beginning of year2015-12-31$961,429
Income. Dividends from common stock2015-12-31$3,144,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$69,883,952
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$2,371,426
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$14,730,404
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$54,137,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$54,098,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,677,579
Value of total assets at end of year2014-12-31$619,143,915
Value of total assets at beginning of year2014-12-31$656,179,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,108
Total interest from all sources2014-12-31$227,911
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$24,874,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$21,670,093
Administrative expenses professional fees incurred2014-12-31$39,108
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$16,477,648
Participant contributions at end of year2014-12-31$5,675,440
Participant contributions at beginning of year2014-12-31$5,297,043
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$899,117
Other income not declared elsewhere2014-12-31$473,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-39,407,175
Value of net assets at end of year (total assets less liabilities)2014-12-31$619,143,915
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$656,179,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$342,421,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$325,745,811
Interest on participant loans2014-12-31$227,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,507,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,792,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,792,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-36,523,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$267,578,355
Assets. Invements in employer securities at beginning of year2014-12-31$321,936,564
Contributions received in cash from employer2014-12-31$8,300,814
Employer contributions (assets) at end of year2014-12-31$961,429
Employer contributions (assets) at beginning of year2014-12-31$407,362
Income. Dividends from common stock2014-12-31$3,204,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$54,098,471
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$162,696,885
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$54,496,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$54,451,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$23,570,419
Value of total assets at end of year2013-12-31$656,179,664
Value of total assets at beginning of year2013-12-31$547,979,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$45,402
Total interest from all sources2013-12-31$205,591
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$15,858,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$13,157,607
Administrative expenses professional fees incurred2013-12-31$45,402
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$15,371,126
Participant contributions at end of year2013-12-31$5,297,043
Participant contributions at beginning of year2013-12-31$4,679,037
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$878,872
Other income not declared elsewhere2013-12-31$816,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$108,199,990
Value of net assets at end of year (total assets less liabilities)2013-12-31$656,179,664
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$547,979,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$325,745,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$267,126,139
Interest on participant loans2013-12-31$205,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,792,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$304,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$304,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$122,245,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$321,936,564
Assets. Invements in employer securities at beginning of year2013-12-31$275,431,334
Contributions received in cash from employer2013-12-31$7,320,421
Employer contributions (assets) at end of year2013-12-31$407,362
Employer contributions (assets) at beginning of year2013-12-31$438,308
Income. Dividends from common stock2013-12-31$2,700,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$54,451,493
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$46,689,005
Total loss/gain on sale of assets2012-12-31$11,690,620
Total of all expenses incurred2012-12-31$51,136,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$51,104,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$24,212,197
Value of total assets at end of year2012-12-31$547,979,674
Value of total assets at beginning of year2012-12-31$552,426,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,935
Total interest from all sources2012-12-31$200,334
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,789,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,672,038
Administrative expenses professional fees incurred2012-12-31$31,935
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,212,150
Participant contributions at end of year2012-12-31$4,679,037
Participant contributions at beginning of year2012-12-31$4,588,031
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$380,839
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,584,181
Other income not declared elsewhere2012-12-31$796,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-4,447,325
Value of net assets at end of year (total assets less liabilities)2012-12-31$547,979,674
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$552,426,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$267,126,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$239,828,894
Interest on participant loans2012-12-31$200,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$304,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$239,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$239,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$275,431,334
Assets. Invements in employer securities at beginning of year2012-12-31$306,764,442
Contributions received in cash from employer2012-12-31$7,415,866
Employer contributions (assets) at end of year2012-12-31$438,308
Employer contributions (assets) at beginning of year2012-12-31$625,587
Income. Dividends from common stock2012-12-31$2,117,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$51,104,395
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$11,690,620
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$34,935,729
Total unrealized appreciation/depreciation of assets2011-12-31$34,935,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$64,554,879
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$40,405,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$40,371,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,471,072
Value of total assets at end of year2011-12-31$552,426,999
Value of total assets at beginning of year2011-12-31$528,277,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$33,896
Total interest from all sources2011-12-31$215,885
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,467,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,621,463
Administrative expenses professional fees incurred2011-12-31$33,896
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$14,285,675
Participant contributions at end of year2011-12-31$4,588,031
Participant contributions at beginning of year2011-12-31$4,493,376
Participant contributions at end of year2011-12-31$380,839
Participant contributions at beginning of year2011-12-31$419,103
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,215,025
Other income not declared elsewhere2011-12-31$465,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$24,149,341
Value of net assets at end of year (total assets less liabilities)2011-12-31$552,426,999
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$528,277,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$239,828,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$238,405,293
Income. Interest from loans (other than to participants)2011-12-31$215,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$239,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$686,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$686,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$306,764,442
Assets. Invements in employer securities at beginning of year2011-12-31$283,811,896
Contributions received in cash from employer2011-12-31$6,970,372
Employer contributions (assets) at end of year2011-12-31$625,587
Employer contributions (assets) at beginning of year2011-12-31$461,438
Income. Dividends from common stock2011-12-31$1,845,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$40,371,642
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390852991
2010 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$98,459,735
Total unrealized appreciation/depreciation of assets2010-12-31$98,459,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$124,215,820
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$39,361,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$39,328,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,679,775
Value of total assets at end of year2010-12-31$528,277,658
Value of total assets at beginning of year2010-12-31$443,423,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,454
Total interest from all sources2010-12-31$243,112
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,113,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,424,131
Administrative expenses professional fees incurred2010-12-31$33,454
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$12,253,433
Participant contributions at end of year2010-12-31$4,493,376
Participant contributions at beginning of year2010-12-31$4,269,641
Participant contributions at end of year2010-12-31$419,103
Participant contributions at beginning of year2010-12-31$376,118
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$744,145
Other income not declared elsewhere2010-12-31$719,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$84,854,154
Value of net assets at end of year (total assets less liabilities)2010-12-31$528,277,658
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$443,423,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$238,405,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$206,367,455
Income. Interest from loans (other than to participants)2010-12-31$243,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$686,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$891,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$891,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$283,811,896
Assets. Invements in employer securities at beginning of year2010-12-31$231,366,722
Contributions received in cash from employer2010-12-31$5,682,197
Employer contributions (assets) at end of year2010-12-31$461,438
Employer contributions (assets) at beginning of year2010-12-31$152,526
Income. Dividends from common stock2010-12-31$1,689,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$39,328,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN

2022: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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