401k Plan data: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN plan

SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN
Plan identification number	001

SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

SHIMADZU USA MANUFACTURING INC. has sponsored the creation of one or more 401k plans.

Company Name: SHIMADZU USA MANUFACTURING INC.

Employer identification number (EIN): 521998212

NAIC Classification: 334110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WILLIAM D IRVINE WILLIAM D IRVINE 2018-09-13
001 2016-01-01 WILLIAM D IRVINE WILLIAM D IRVINE 2017-09-25
001 2015-01-01 WILLIAM D IRVINE WILLIAM D IRVINE 2016-10-13
001 2014-01-01 WILLIAM IRVINE 2015-10-06
001 2013-01-01 WILLIAM IRVINE WILLIAM IRVINE 2014-09-30
001 2012-01-01 JENNIFER COBB 2013-05-14 WILLIAM IRVINE 2013-05-14
001 2011-01-01 WILLIAM IRVINE 2012-07-02 WILLIAM IRVINE 2012-07-02
001 2010-01-01 WILLIAM IRVINE 2011-05-19 SHIMADZU USA MANUFACTURING, INC. 2011-05-19
001 2009-01-01 WILLIAM IRVINE WILLIAM IRVINE 2010-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	WILLIAM D IRVINE		WILLIAM D IRVINE	2018-09-13
001	2016-01-01	WILLIAM D IRVINE		WILLIAM D IRVINE	2017-09-25
001	2015-01-01	WILLIAM D IRVINE		WILLIAM D IRVINE	2016-10-13
001	2014-01-01	WILLIAM IRVINE	2015-10-06
001	2013-01-01	WILLIAM IRVINE		WILLIAM IRVINE	2014-09-30
001	2012-01-01	JENNIFER COBB	2013-05-14	WILLIAM IRVINE	2013-05-14
001	2011-01-01	WILLIAM IRVINE	2012-07-02	WILLIAM IRVINE	2012-07-02
001	2010-01-01	WILLIAM IRVINE	2011-05-19	SHIMADZU USA MANUFACTURING, INC.	2011-05-19
001	2009-01-01	WILLIAM IRVINE		WILLIAM IRVINE	2010-07-21

Plan Statistics for SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN

401k plan membership statisitcs for SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN

Measure Date Value
2022: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 142
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 26
Total of all active and inactive participants 2022-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 172
Number of participants with account balances 2022-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 149
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 176
Number of participants with account balances 2021-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 135
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 160
Number of participants with account balances 2020-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 178
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 200
Number of participants with account balances 2019-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 157
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 15
Total of all active and inactive participants 2018-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 172
Number of participants with account balances 2018-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 127
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 137
Number of participants with account balances 2017-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 115
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 127
Number of participants with account balances 2016-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 130
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 140
Number of participants with account balances 2015-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2013: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 100
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 105
Number of participants with account balances 2013-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 65
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 74
Number of participants with account balances 2009-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2022: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	142
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	26
Total of all active and inactive participants	2022-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	172
Number of participants with account balances	2022-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	149
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	176
Number of participants with account balances	2021-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	135
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	160
Number of participants with account balances	2020-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	178
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	200
Number of participants with account balances	2019-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	157
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	15
Total of all active and inactive participants	2018-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	172
Number of participants with account balances	2018-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	127
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	137
Number of participants with account balances	2017-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	115
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	127
Number of participants with account balances	2016-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	130
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	140
Number of participants with account balances	2015-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2013: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	100
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	105
Number of participants with account balances	2013-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	65
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	74
Number of participants with account balances	2009-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$59,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$329,463
Total income from all sources (including contributions)	2022-12-31	$-419,247
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$110,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$84,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$476,208
Value of total assets at end of year	2022-12-31	$5,564,753
Value of total assets at beginning of year	2022-12-31	$6,364,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$26,285
Total interest from all sources	2022-12-31	$6,609
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$163,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$163,280
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$324,119
Assets. Loans (other than to participants) at end of year	2022-12-31	$97,323
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$156,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$59,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$329,463
Total non interest bearing cash at end of year	2022-12-31	$59,558
Total non interest bearing cash at beginning of year	2022-12-31	$329,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-529,932
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,505,195
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,035,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$26,285
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,807,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,534,561
Interest on participant loans	2022-12-31	$6,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$599,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$343,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$343,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,065,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$152,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$84,400
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2022-12-31	450250958
2021 : SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$329,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$50,940
Total income from all sources (including contributions)	2021-12-31	$1,208,062
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$460,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$437,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$407,761
Value of total assets at end of year	2021-12-31	$6,364,590
Value of total assets at beginning of year	2021-12-31	$5,338,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,550
Total interest from all sources	2021-12-31	$9,249
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$489,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$489,481
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$269,563
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,125
Assets. Loans (other than to participants) at end of year	2021-12-31	$156,840
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$177,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$329,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$50,940
Total non interest bearing cash at end of year	2021-12-31	$329,463
Total non interest bearing cash at beginning of year	2021-12-31	$50,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$747,275
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,035,127
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,287,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$23,550
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,534,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,866,273
Interest on participant loans	2021-12-31	$9,191
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$343,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$244,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$244,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$301,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$135,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$437,237
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2021-12-31	450250958
2020 : SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$50,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$52,698
Total income from all sources (including contributions)	2020-12-31	$1,014,216
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$535,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$511,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$389,929
Value of total assets at end of year	2020-12-31	$5,338,792
Value of total assets at beginning of year	2020-12-31	$4,862,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,402
Total interest from all sources	2020-12-31	$10,960
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$138,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$138,306
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$255,083
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$246
Assets. Loans (other than to participants) at end of year	2020-12-31	$177,314
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$218,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$50,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$52,698
Other income not declared elsewhere	2020-12-31	$1,190
Administrative expenses (other) incurred	2020-12-31	$24,402
Total non interest bearing cash at end of year	2020-12-31	$50,940
Total non interest bearing cash at beginning of year	2020-12-31	$52,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$478,267
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,287,852
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,809,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,866,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,371,832
Interest on participant loans	2020-12-31	$10,945
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$219,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$244,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$470,556
Net investment gain or loss from common/collective trusts	2020-12-31	$3,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$134,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$511,547
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2020-12-31	450250958
2019 : SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$52,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$52,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5
Total income from all sources (including contributions)	2019-12-31	$1,474,237
Total income from all sources (including contributions)	2019-12-31	$1,474,237
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,116,700
Total of all expenses incurred	2019-12-31	$1,116,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,097,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,097,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$547,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$547,044
Value of total assets at end of year	2019-12-31	$4,862,283
Value of total assets at end of year	2019-12-31	$4,862,283
Value of total assets at beginning of year	2019-12-31	$4,452,053
Value of total assets at beginning of year	2019-12-31	$4,452,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,496
Total interest from all sources	2019-12-31	$10,417
Total interest from all sources	2019-12-31	$10,417
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$139,939
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$139,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$139,939
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$139,939
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$282,473
Contributions received from participants	2019-12-31	$282,473
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$129,995
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$129,995
Assets. Loans (other than to participants) at end of year	2019-12-31	$218,464
Assets. Loans (other than to participants) at end of year	2019-12-31	$218,464
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$165,764
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$165,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$52,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$52,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$5
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$5
Administrative expenses (other) incurred	2019-12-31	$19,496
Administrative expenses (other) incurred	2019-12-31	$19,496
Total non interest bearing cash at end of year	2019-12-31	$52,698
Total non interest bearing cash at end of year	2019-12-31	$52,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$357,537
Value of net income/loss	2019-12-31	$357,537
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,809,585
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,809,585
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,452,048
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,452,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,371,832
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,371,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,057,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,057,817
Interest on participant loans	2019-12-31	$10,417
Interest on participant loans	2019-12-31	$10,417
Value of interest in common/collective trusts at end of year	2019-12-31	$219,289
Value of interest in common/collective trusts at end of year	2019-12-31	$219,289
Value of interest in common/collective trusts at beginning of year	2019-12-31	$228,472
Value of interest in common/collective trusts at beginning of year	2019-12-31	$228,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$771,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$771,953
Net investment gain or loss from common/collective trusts	2019-12-31	$4,884
Net investment gain or loss from common/collective trusts	2019-12-31	$4,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$134,576
Contributions received in cash from employer	2019-12-31	$134,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,097,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,097,204
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EIDE BAILLY LLP
Accountancy firm name	2019-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2019-12-31	450250958
Accountancy firm EIN	2019-12-31	450250958
2018 : SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$5
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$174,113
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$393,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$361,081
Expenses. Certain deemed distributions of participant loans	2018-12-31	$13,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$451,780
Value of total assets at end of year	2018-12-31	$4,452,053
Value of total assets at beginning of year	2018-12-31	$4,671,173
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$19,007
Total interest from all sources	2018-12-31	$8,056
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$174,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$174,430
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$290,124
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$27,479
Assets. Loans (other than to participants) at end of year	2018-12-31	$165,764
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$175,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$5
Administrative expenses (other) incurred	2018-12-31	$1,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-219,125
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,452,048
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,671,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$17,373
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,057,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,253,089
Interest on participant loans	2018-12-31	$8,056
Value of interest in common/collective trusts at end of year	2018-12-31	$228,472
Value of interest in common/collective trusts at beginning of year	2018-12-31	$242,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-460,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$134,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$361,081
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2018-12-31	450250958
2017 : SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,062,914
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$163,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$147,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$392,813
Value of total assets at end of year	2017-12-31	$4,671,173
Value of total assets at beginning of year	2017-12-31	$3,771,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,253
Total interest from all sources	2017-12-31	$7,013
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$143,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$143,760
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$258,662
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$8,957
Assets. Loans (other than to participants) at end of year	2017-12-31	$175,921
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$143,721
Administrative expenses (other) incurred	2017-12-31	$1,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$899,211
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,671,173
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,771,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$15,249
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,253,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,408,053
Interest on participant loans	2017-12-31	$7,013
Value of interest in common/collective trusts at end of year	2017-12-31	$242,163
Value of interest in common/collective trusts at beginning of year	2017-12-31	$220,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$519,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$125,194
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$147,450
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2017-12-31	450250958
2016 : SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$646,097
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$207,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$151,392
Expenses. Certain deemed distributions of participant loans	2016-12-31	$40,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$357,330
Value of total assets at end of year	2016-12-31	$3,771,962
Value of total assets at beginning of year	2016-12-31	$3,332,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$14,842
Total interest from all sources	2016-12-31	$6,254
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$101,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$101,692
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$240,892
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$91
Assets. Loans (other than to participants) at end of year	2016-12-31	$143,721
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$189,169
Administrative expenses (other) incurred	2016-12-31	$1,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$439,076
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,771,962
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,332,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$13,288
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,408,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,981,734
Interest on participant loans	2016-12-31	$6,254
Value of interest in common/collective trusts at end of year	2016-12-31	$220,188
Value of interest in common/collective trusts at beginning of year	2016-12-31	$161,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$180,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$116,438
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$91
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$151,392
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2016-12-31	450250958
2015 : SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$391,803
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$265,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$249,097
Expenses. Certain deemed distributions of participant loans	2015-12-31	$2,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$390,819
Value of total assets at end of year	2015-12-31	$3,332,886
Value of total assets at beginning of year	2015-12-31	$3,206,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,087
Total interest from all sources	2015-12-31	$6,731
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$123,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$123,059
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$236,775
Participant contributions at end of year	2015-12-31	$91
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$34,915
Assets. Loans (other than to participants) at end of year	2015-12-31	$189,169
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$157,817
Administrative expenses (other) incurred	2015-12-31	$1,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$126,595
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,332,886
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,206,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$12,667
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,981,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,904,843
Interest on participant loans	2015-12-31	$6,731
Value of interest in common/collective trusts at end of year	2015-12-31	$161,801
Value of interest in common/collective trusts at beginning of year	2015-12-31	$141,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$5,299
Net investment gain or loss from common/collective trusts	2015-12-31	$-134,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$119,129
Employer contributions (assets) at end of year	2015-12-31	$91
Employer contributions (assets) at beginning of year	2015-12-31	$1,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$249,097
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2015-12-31	450250958
2013 : SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$663,818
Expenses. Total of all expenses incurred	2013-12-31	$98,364
Benefits paid (including direct rollovers)	2013-12-31	$96,813
Total plan assets at end of year	2013-12-31	$2,689,350
Total plan assets at beginning of year	2013-12-31	$2,123,896
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$144,680
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,551
Other income received	2013-12-31	$435,886
Net income (gross income less expenses)	2013-12-31	$565,454
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,689,350
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,123,896
Assets. Value of participant loans	2013-12-31	$103,283
Total contributions received or receivable from employer(s)	2013-12-31	$83,252

Form 5500 Responses for SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN

2022: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2013: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2009: SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHIMADZU USA MANUFACTURING INC.
Employer identification number (EIN):	521998212
NAIC Classification:	334110