401k Plan data: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN plan

SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 401k Plan overview

Plan Name	SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN
Plan identification number	001

SUN HYDRAULICS CORPORATION 401(K) AND ESOP 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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.
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)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

HELIOS TECHNOLOGIES has sponsored the creation of one or more 401k plans.

Company Name: HELIOS TECHNOLOGIES

Employer identification number (EIN): 592754337

NAIC Classification: 331200

Additional information about HELIOS TECHNOLOGIES

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1986-12-31

Company Identification Number: J49665

Legal Registered Office Address: 1500 WEST UNIVERSITY PARKWAY

SARASOTA

34243

More information about HELIOS TECHNOLOGIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TRICIA FULTON
001 2016-01-01 SHAUN POLASKY TRICIA FULTON 2017-07-11
001 2015-01-01 DAVID LAMB TRICIA FULTON 2016-07-05
001 2014-01-01 DAVID LAMB TRICIA FULTON 2015-07-23
001 2013-01-01 DENNIS TICHIO TRICIA FULTON 2014-06-20
001 2012-01-01 DENNIS TICHIO
001 2011-01-01 DENNIS TICHIO
001 2009-01-01 DENNIS TICHIO DENNIS TICHIO 2010-07-07
001 2009-01-01 DENNIS TICHIO DENNIS TICHIO 2010-07-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TRICIA FULTON
001	2016-01-01	SHAUN POLASKY	TRICIA FULTON	2017-07-11
001	2015-01-01	DAVID LAMB	TRICIA FULTON	2016-07-05
001	2014-01-01	DAVID LAMB	TRICIA FULTON	2015-07-23
001	2013-01-01	DENNIS TICHIO	TRICIA FULTON	2014-06-20
001	2012-01-01	DENNIS TICHIO
001	2011-01-01	DENNIS TICHIO
001	2009-01-01	DENNIS TICHIO	DENNIS TICHIO	2010-07-07
001	2009-01-01	DENNIS TICHIO	DENNIS TICHIO	2010-07-07

Plan Statistics for SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN

401k plan membership statisitcs for SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN

Measure Date Value
2023: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,549
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,276
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 388
Total of all active and inactive participants 2023-01-01 1,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 10
Total participants 2023-01-01 1,674
Number of participants with account balances 2023-01-01 1,551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 149
2022: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,460
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,213
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 328
Total of all active and inactive participants 2022-01-01 1,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 8
Total participants 2022-01-01 1,549
Number of participants with account balances 2022-01-01 1,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 146
2021: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,386
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,194
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 261
Total of all active and inactive participants 2021-01-01 1,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 1,460
Number of participants with account balances 2021-01-01 1,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 71
2020: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,182
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,150
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 233
Total of all active and inactive participants 2020-01-01 1,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 1,386
Number of participants with account balances 2020-01-01 1,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 84
2019: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 817
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 768
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 117
Total of all active and inactive participants 2019-01-01 885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 887
Number of participants with account balances 2019-01-01 811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 85
2018: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 786
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 724
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 91
Total of all active and inactive participants 2018-01-01 815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 817
Number of participants with account balances 2018-01-01 737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 31
2017: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 733
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 666
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 117
Total of all active and inactive participants 2017-01-01 783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 786
Number of participants with account balances 2017-01-01 703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 16
2016: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 758
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 627
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 103
Total of all active and inactive participants 2016-01-01 730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 733
Number of participants with account balances 2016-01-01 729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 42
2015: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 832
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 690
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 65
Total of all active and inactive participants 2015-01-01 755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 758
Number of participants with account balances 2015-01-01 754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 29
2014: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 830
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 777
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 52
Total of all active and inactive participants 2014-01-01 829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 832
Number of participants with account balances 2014-01-01 747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 18
2013: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 857
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 768
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 58
Total of all active and inactive participants 2013-01-01 826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 830
Number of participants with account balances 2013-01-01 723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 24
2012: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 722
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 808
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 45
Total of all active and inactive participants 2012-01-01 853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 857
Number of participants with account balances 2012-01-01 760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 18
2011: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 678
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 661
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 56
Total of all active and inactive participants 2011-01-01 717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 5
Total participants 2011-01-01 722
Number of participants with account balances 2011-01-01 706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 23
2009: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 831
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 631
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 65
Total of all active and inactive participants 2009-01-01 697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 7
Total participants 2009-01-01 704
Number of participants with account balances 2009-01-01 701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 30

Measure	Date	Value
2023: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,549
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,276
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	388
Total of all active and inactive participants	2023-01-01	1,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	10
Total participants	2023-01-01	1,674
Number of participants with account balances	2023-01-01	1,551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	149
2022: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,460
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,213
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	328
Total of all active and inactive participants	2022-01-01	1,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	8
Total participants	2022-01-01	1,549
Number of participants with account balances	2022-01-01	1,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	146
2021: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,386
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,194
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	261
Total of all active and inactive participants	2021-01-01	1,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	1,460
Number of participants with account balances	2021-01-01	1,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	71
2020: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,182
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,150
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	233
Total of all active and inactive participants	2020-01-01	1,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	1,386
Number of participants with account balances	2020-01-01	1,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	84
2019: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	817
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	768
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	117
Total of all active and inactive participants	2019-01-01	885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	887
Number of participants with account balances	2019-01-01	811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	85
2018: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	786
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	724
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	91
Total of all active and inactive participants	2018-01-01	815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	817
Number of participants with account balances	2018-01-01	737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	31
2017: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	733
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	666
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	117
Total of all active and inactive participants	2017-01-01	783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	786
Number of participants with account balances	2017-01-01	703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	16
2016: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	758
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	627
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	103
Total of all active and inactive participants	2016-01-01	730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	733
Number of participants with account balances	2016-01-01	729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	42
2015: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	832
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	690
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	65
Total of all active and inactive participants	2015-01-01	755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	758
Number of participants with account balances	2015-01-01	754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	29
2014: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	830
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	777
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	52
Total of all active and inactive participants	2014-01-01	829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	832
Number of participants with account balances	2014-01-01	747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	18
2013: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	857
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	768
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	58
Total of all active and inactive participants	2013-01-01	826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	830
Number of participants with account balances	2013-01-01	723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	24
2012: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	722
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	808
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	45
Total of all active and inactive participants	2012-01-01	853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	857
Number of participants with account balances	2012-01-01	760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	18
2011: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	678
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	661
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	56
Total of all active and inactive participants	2011-01-01	717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	5
Total participants	2011-01-01	722
Number of participants with account balances	2011-01-01	706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	23
2009: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	831
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	631
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	65
Total of all active and inactive participants	2009-01-01	697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	7
Total participants	2009-01-01	704
Number of participants with account balances	2009-01-01	701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	30

Financial Data on SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN

Measure	Date	Value
2023 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$-1,566,429
Total unrealized appreciation/depreciation of assets	2023-12-31	$-1,566,429
Total transfer of assets to this plan	2023-12-31	$8,218,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$27,025,131
Total loss/gain on sale of assets	2023-12-31	$48,979
Total of all expenses incurred	2023-12-31	$14,641,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$14,405,161
Expenses. Certain deemed distributions of participant loans	2023-12-31	$1,914
Value of total corrective distributions	2023-12-31	$2,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$9,449,115
Value of total assets at end of year	2023-12-31	$134,185,797
Value of total assets at beginning of year	2023-12-31	$113,584,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$232,582
Total interest from all sources	2023-12-31	$521,336
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$2,939,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$2,939,055
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$5,947,654
Participant contributions at end of year	2023-12-31	$2,361,110
Participant contributions at beginning of year	2023-12-31	$2,215,222
Participant contributions at end of year	2023-12-31	$4,550
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$273,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$1,165,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$12,383,358
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$134,185,782
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$113,584,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$121,902
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$107,740,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$87,848,688
Interest on participant loans	2023-12-31	$138,685
Value of interest in common/collective trusts at end of year	2023-12-31	$5,383,303
Value of interest in common/collective trusts at beginning of year	2023-12-31	$3,629,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$6,680,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$6,876,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$6,876,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$382,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$14,233,756
Net investment gain or loss from common/collective trusts	2023-12-31	$234,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$7,681,200
Assets. Invements in employer securities at beginning of year	2023-12-31	$10,029,372
Contributions received in cash from employer	2023-12-31	$3,227,922
Employer contributions (assets) at end of year	2023-12-31	$962,356
Employer contributions (assets) at beginning of year	2023-12-31	$911,680
Income. Dividends from common stock	2023-12-31	$46
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$14,405,161
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$3,371,843
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$2,072,966
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$1,257,587
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$1,208,608
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2023-12-31	366055558
2022 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-9,186,838
Total unrealized appreciation/depreciation of assets	2022-12-31	$-9,186,838
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	$3,457
Total income from all sources (including contributions)	2022-12-31	$-22,454,400
Total loss/gain on sale of assets	2022-12-31	$-618,485
Total of all expenses incurred	2022-12-31	$5,666,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,486,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,873,429
Value of total assets at end of year	2022-12-31	$113,584,011
Value of total assets at beginning of year	2022-12-31	$141,708,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$180,131
Total interest from all sources	2022-12-31	$193,449
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,310,058
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	$3,310,058
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
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	$5,444,861
Participant contributions at end of year	2022-12-31	$2,215,222
Participant contributions at beginning of year	2022-12-31	$2,379,164
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$51,004
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$439,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$3,457
Other income not declared elsewhere	2022-12-31	$-1,767,483
Administrative expenses (other) incurred	2022-12-31	$94,158
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-28,120,655
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$113,584,011
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$141,704,666
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	$85,973
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$87,848,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$104,473,828
Interest on participant loans	2022-12-31	$124,346
Value of interest in common/collective trusts at end of year	2022-12-31	$3,629,414
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,321,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$6,876,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$6,835,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$6,835,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$69,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-23,339,651
Net investment gain or loss from common/collective trusts	2022-12-31	$81,121
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
Assets. Invements in employer securities at end of year	2022-12-31	$10,029,372
Assets. Invements in employer securities at beginning of year	2022-12-31	$20,472,287
Contributions received in cash from employer	2022-12-31	$2,988,845
Employer contributions (assets) at end of year	2022-12-31	$911,680
Employer contributions (assets) at beginning of year	2022-12-31	$961,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,486,124
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$2,072,966
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$3,213,677
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
Aggregate proceeds on sale of assets	2022-12-31	$944,861
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$1,563,346
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2022-12-31	366055558
2021 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$9,734,649
Total unrealized appreciation/depreciation of assets	2021-12-31	$9,734,649
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$3,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$37,596,638
Total loss/gain on sale of assets	2021-12-31	$1,144,068
Total of all expenses incurred	2021-12-31	$11,672,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$11,529,294
Value of total corrective distributions	2021-12-31	$518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$12,702,924
Value of total assets at end of year	2021-12-31	$141,708,123
Value of total assets at beginning of year	2021-12-31	$115,780,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$143,044
Total interest from all sources	2021-12-31	$198,553
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$10,955,132
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	$10,955,123
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
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	$4,902,841
Participant contributions at end of year	2021-12-31	$2,379,164
Participant contributions at beginning of year	2021-12-31	$2,247,800
Participant contributions at end of year	2021-12-31	$51,004
Participant contributions at beginning of year	2021-12-31	$5,179
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,000,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$3,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$711,532
Administrative expenses (other) incurred	2021-12-31	$77,408
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	$25,923,782
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$141,704,666
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$115,780,884
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	$65,636
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$104,473,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$86,149,125
Interest on participant loans	2021-12-31	$121,542
Value of interest in common/collective trusts at end of year	2021-12-31	$3,321,518
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,102,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$6,835,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$8,732,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$8,732,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$77,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,078,052
Net investment gain or loss from common/collective trusts	2021-12-31	$71,728
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
Assets. Invements in employer securities at end of year	2021-12-31	$20,472,287
Assets. Invements in employer securities at beginning of year	2021-12-31	$12,235,118
Contributions received in cash from employer	2021-12-31	$2,799,335
Employer contributions (assets) at end of year	2021-12-31	$961,452
Employer contributions (assets) at beginning of year	2021-12-31	$792,390
Income. Dividends from common stock	2021-12-31	$9
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$11,529,294
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$3,213,677
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$2,516,660
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
Aggregate proceeds on sale of assets	2021-12-31	$3,685,036
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$2,540,968
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2021-12-31	366055558
2020 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$1,803,000
Total unrealized appreciation/depreciation of assets	2020-12-31	$1,803,000
Total transfer of assets to this plan	2020-12-31	$26,022,007
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$23,180,469
Total loss/gain on sale of assets	2020-12-31	$-703,754
Total of all expenses incurred	2020-12-31	$22,308,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$22,168,132
Value of total corrective distributions	2020-12-31	$6,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$9,024,738
Value of total assets at end of year	2020-12-31	$115,780,884
Value of total assets at beginning of year	2020-12-31	$88,886,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$133,518
Total interest from all sources	2020-12-31	$270,047
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,885,070
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	$2,885,050
Administrative expenses professional fees incurred	2020-12-31	$12,584
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
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	$3,973,660
Participant contributions at end of year	2020-12-31	$2,247,800
Participant contributions at beginning of year	2020-12-31	$2,449,047
Participant contributions at end of year	2020-12-31	$5,179
Participant contributions at beginning of year	2020-12-31	$47,205
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,825,585
Other income not declared elsewhere	2020-12-31	$860,096
Administrative expenses (other) incurred	2020-12-31	$66,450
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	$872,100
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$115,780,884
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$88,886,777
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
Investment advisory and management fees	2020-12-31	$54,484
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$86,149,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$61,658,694
Interest on participant loans	2020-12-31	$159,457
Value of interest in common/collective trusts at end of year	2020-12-31	$3,102,213
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$8,732,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$8,862,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$8,862,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$110,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$9,038,780
Net investment gain or loss from common/collective trusts	2020-12-31	$2,492
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
Assets. Invements in employer securities at end of year	2020-12-31	$12,235,118
Assets. Invements in employer securities at beginning of year	2020-12-31	$13,687,482
Contributions received in cash from employer	2020-12-31	$3,225,493
Employer contributions (assets) at end of year	2020-12-31	$792,390
Employer contributions (assets) at beginning of year	2020-12-31	$830,990
Income. Dividends from common stock	2020-12-31	$20
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$22,168,132
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$2,516,660
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$1,350,579
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
Aggregate proceeds on sale of assets	2020-12-31	$3,586,480
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$4,290,234
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2020-12-31	366055558
2019 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$3,501,945
Total unrealized appreciation/depreciation of assets	2019-12-31	$3,501,945
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$22,243,106
Total loss/gain on sale of assets	2019-12-31	$699,065
Total of all expenses incurred	2019-12-31	$8,125,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,051,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,414,942
Value of total assets at end of year	2019-12-31	$88,886,777
Value of total assets at beginning of year	2019-12-31	$74,769,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$74,195
Total interest from all sources	2019-12-31	$457,426
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,906,279
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	$1,906,279
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
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
Contributions received from participants	2019-12-31	$2,700,382
Participant contributions at end of year	2019-12-31	$2,449,047
Participant contributions at beginning of year	2019-12-31	$2,293,883
Participant contributions at end of year	2019-12-31	$47,205
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$108,153
Other income not declared elsewhere	2019-12-31	$277,827
Administrative expenses (other) incurred	2019-12-31	$67,781
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	$14,117,625
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$88,886,777
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$74,769,152
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$6,414
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$61,658,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$50,633,988
Interest on participant loans	2019-12-31	$147,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$8,862,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$8,537,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$8,537,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$309,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,985,622
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$13,687,482
Assets. Invements in employer securities at beginning of year	2019-12-31	$11,431,544
Contributions received in cash from employer	2019-12-31	$2,606,407
Employer contributions (assets) at end of year	2019-12-31	$830,990
Employer contributions (assets) at beginning of year	2019-12-31	$1,091,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,051,286
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,350,579
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$780,031
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
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
Aggregate proceeds on sale of assets	2019-12-31	$3,201,086
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$2,502,021
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2019-12-31	366055558
2018 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-10,774,937
Total unrealized appreciation/depreciation of assets	2018-12-31	$-10,774,937
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	$2,649
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-8,605,711
Total loss/gain on sale of assets	2018-12-31	$-791,483
Total of all expenses incurred	2018-12-31	$12,926,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$12,868,486
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,757,520
Value of total assets at end of year	2018-12-31	$74,769,152
Value of total assets at beginning of year	2018-12-31	$96,303,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$57,708
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$429,029
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,276,186
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	$2,276,186
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,491,551
Participant contributions at end of year	2018-12-31	$2,293,883
Participant contributions at beginning of year	2018-12-31	$2,611,751
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$113,794
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$445,770
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$2,649
Other income not declared elsewhere	2018-12-31	$-178,044
Administrative expenses (other) incurred	2018-12-31	$57,048
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$1,091,802
Value of net income/loss	2018-12-31	$-21,531,905
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$74,769,152
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$96,301,057
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	$660
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$50,633,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$58,105,658
Interest on participant loans	2018-12-31	$136,355
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$8,537,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$8,574,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$8,574,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$292,674
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,323,982
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
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
Assets. Invements in employer securities at end of year	2018-12-31	$11,431,544
Assets. Invements in employer securities at beginning of year	2018-12-31	$26,031,129
Contributions received in cash from employer	2018-12-31	$1,728,397
Employer contributions (assets) at end of year	2018-12-31	$1,091,972
Employer contributions (assets) at beginning of year	2018-12-31	$74,752
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$12,868,486
Contract administrator fees	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$780,031
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$791,949
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
Aggregate proceeds on sale of assets	2018-12-31	$3,185,374
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$3,976,857
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2018-12-31	366055558
2017 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$9,961,810
Total unrealized appreciation/depreciation of assets	2017-12-31	$9,961,810
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,649
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	$24,449,611
Total loss/gain on sale of assets	2017-12-31	$534,534
Total of all expenses incurred	2017-12-31	$6,324,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,257,724
Value of total corrective distributions	2017-12-31	$10,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,455,482
Value of total assets at end of year	2017-12-31	$96,303,706
Value of total assets at beginning of year	2017-12-31	$78,176,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$56,348
Total interest from all sources	2017-12-31	$207,665
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,334,810
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	$2,334,810
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,428,068
Participant contributions at end of year	2017-12-31	$2,611,751
Participant contributions at beginning of year	2017-12-31	$2,683,827
Participant contributions at end of year	2017-12-31	$113,794
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$393,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$2,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$167,290
Administrative expenses (other) incurred	2017-12-31	$56,348
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$18,124,898
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$96,301,057
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$78,176,159
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$58,105,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$48,727,248
Interest on participant loans	2017-12-31	$133,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$8,574,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$7,176,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$7,176,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$74,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,788,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
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
Assets. Invements in employer securities at end of year	2017-12-31	$26,031,129
Assets. Invements in employer securities at beginning of year	2017-12-31	$18,407,464
Contributions received in cash from employer	2017-12-31	$1,633,690
Employer contributions (assets) at end of year	2017-12-31	$74,752
Employer contributions (assets) at beginning of year	2017-12-31	$600,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,257,724
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$791,949
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$580,550
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
Aggregate proceeds on sale of assets	2017-12-31	$3,686,519
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$3,151,985
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2017-12-31	366055558
2016 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$3,842,651
Total unrealized appreciation/depreciation of assets	2016-12-31	$3,842,651
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	$12,670,602
Total loss/gain on sale of assets	2016-12-31	$-56,582
Total of all expenses incurred	2016-12-31	$10,849,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$10,803,848
Value of total corrective distributions	2016-12-31	$8,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,535,182
Value of total assets at end of year	2016-12-31	$78,176,159
Value of total assets at beginning of year	2016-12-31	$76,354,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$36,513
Total interest from all sources	2016-12-31	$349,540
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,560,508
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	$1,560,508
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,033,267
Participant contributions at end of year	2016-12-31	$2,683,827
Participant contributions at beginning of year	2016-12-31	$2,768,484
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$488,282
Other income not declared elsewhere	2016-12-31	$74,491
Administrative expenses (other) incurred	2016-12-31	$36,513
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	$1,821,290
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$78,176,159
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$76,354,869
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$48,727,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$46,240,860
Interest on participant loans	2016-12-31	$140,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$7,176,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$8,611,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$8,611,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$208,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,364,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
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
Assets. Invements in employer securities at end of year	2016-12-31	$18,407,464
Assets. Invements in employer securities at beginning of year	2016-12-31	$16,435,378
Contributions received in cash from employer	2016-12-31	$2,013,633
Employer contributions (assets) at end of year	2016-12-31	$600,424
Employer contributions (assets) at beginning of year	2016-12-31	$1,431,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$10,803,848
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$580,550
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$867,523
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
Aggregate proceeds on sale of assets	2016-12-31	$5,172,319
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$5,228,901
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2016-12-31	366055558
2015 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-3,770,289
Total unrealized appreciation/depreciation of assets	2015-12-31	$-3,770,289
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	$817,004
Total loss/gain on sale of assets	2015-12-31	$-301,067
Total of all expenses incurred	2015-12-31	$5,096,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,040,800
Value of total corrective distributions	2015-12-31	$12,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,727,875
Value of total assets at end of year	2015-12-31	$76,354,869
Value of total assets at beginning of year	2015-12-31	$80,634,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$43,310
Total interest from all sources	2015-12-31	$397,719
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,053,310
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	$2,053,310
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,960,196
Participant contributions at end of year	2015-12-31	$2,768,484
Participant contributions at beginning of year	2015-12-31	$2,639,960
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$35,647
Other income not declared elsewhere	2015-12-31	$-91,768
Administrative expenses (other) incurred	2015-12-31	$43,310
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	$-4,279,634
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$76,354,869
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$80,634,503
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$46,240,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$46,370,922
Interest on participant loans	2015-12-31	$140,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$8,611,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$6,461,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$6,461,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$257,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,198,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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
Assets. Invements in employer securities at end of year	2015-12-31	$16,435,378
Assets. Invements in employer securities at beginning of year	2015-12-31	$21,155,173
Contributions received in cash from employer	2015-12-31	$2,732,032
Employer contributions (assets) at end of year	2015-12-31	$1,431,517
Employer contributions (assets) at beginning of year	2015-12-31	$3,050,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,040,800
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$867,523
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$956,442
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
Aggregate proceeds on sale of assets	2015-12-31	$3,970,646
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$4,271,713
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2015-12-31	431947695
2014 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-885,169
Total unrealized appreciation/depreciation of assets	2014-12-31	$-885,169
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	$9,509,376
Total loss/gain on sale of assets	2014-12-31	$-117,065
Total of all expenses incurred	2014-12-31	$8,632,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$8,584,783
Value of total corrective distributions	2014-12-31	$15,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$6,753,677
Value of total assets at end of year	2014-12-31	$80,634,503
Value of total assets at beginning of year	2014-12-31	$79,758,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$32,377
Total interest from all sources	2014-12-31	$922,487
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,319,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,319,258
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,097,405
Participant contributions at end of year	2014-12-31	$2,639,960
Participant contributions at beginning of year	2014-12-31	$2,503,041
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$889
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,815,645
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$2,064,566
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$178,601
Other income not declared elsewhere	2014-12-31	$131,602
Administrative expenses (other) incurred	2014-12-31	$22,311
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$876,485
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$80,634,503
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$79,758,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$10,066
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$45,962,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$41,816,088
Interest on participant loans	2014-12-31	$138,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$6,010,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$8,749,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$8,749,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$784,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$384,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$21,155,173
Assets. Invements in employer securities at beginning of year	2014-12-31	$21,843,560
Contributions received in cash from employer	2014-12-31	$4,477,671
Employer contributions (assets) at end of year	2014-12-31	$3,050,514
Employer contributions (assets) at beginning of year	2014-12-31	$2,780,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$8,584,783
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$3,280,018
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$3,397,083
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2014-12-31	431947695
2013 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$7,214,714
Total unrealized appreciation/depreciation of assets	2013-12-31	$7,214,714
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	$22,301,535
Total loss/gain on sale of assets	2013-12-31	$939,646
Total of all expenses incurred	2013-12-31	$5,723,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,677,945
Value of total corrective distributions	2013-12-31	$18,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$6,079,167
Value of total assets at end of year	2013-12-31	$79,758,018
Value of total assets at beginning of year	2013-12-31	$63,179,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$27,029
Total interest from all sources	2013-12-31	$946,109
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,369,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,369,627
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,942,652
Participant contributions at end of year	2013-12-31	$2,503,041
Participant contributions at beginning of year	2013-12-31	$2,741,486
Participant contributions at end of year	2013-12-31	$889
Participant contributions at beginning of year	2013-12-31	$524
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$2,064,566
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,555,268
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$72,754
Other income not declared elsewhere	2013-12-31	$349,495
Administrative expenses (other) incurred	2013-12-31	$27,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$16,578,517
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$79,758,018
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$63,179,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$41,816,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$33,481,130
Interest on participant loans	2013-12-31	$136,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$8,749,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$8,309,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$8,309,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$809,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,402,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$21,843,560
Assets. Invements in employer securities at beginning of year	2013-12-31	$14,075,819
Contributions received in cash from employer	2013-12-31	$4,063,761
Employer contributions (assets) at end of year	2013-12-31	$2,780,749
Employer contributions (assets) at beginning of year	2013-12-31	$3,015,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,677,945
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$4,226,609
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$3,286,963
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2013-12-31	431947695
2012 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$825,899
Total unrealized appreciation/depreciation of assets	2012-12-31	$825,899
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	$11,523,756
Total loss/gain on sale of assets	2012-12-31	$93,683
Total of all expenses incurred	2012-12-31	$4,453,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$4,412,923
Value of total corrective distributions	2012-12-31	$20,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$6,440,514
Value of total assets at end of year	2012-12-31	$63,179,501
Value of total assets at beginning of year	2012-12-31	$56,109,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$20,489
Total interest from all sources	2012-12-31	$107,483
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,187,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$916,485
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,967,955
Participant contributions at end of year	2012-12-31	$2,741,486
Participant contributions at beginning of year	2012-12-31	$2,569,301
Participant contributions at end of year	2012-12-31	$524
Participant contributions at beginning of year	2012-12-31	$51
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,555,268
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,343,595
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$120,723
Other income not declared elsewhere	2012-12-31	$53,734
Administrative expenses (other) incurred	2012-12-31	$20,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$7,069,847
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$63,179,501
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$56,109,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$33,481,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$28,815,592
Interest on participant loans	2012-12-31	$136,248
Value of interest in common/collective trusts at beginning of year	2012-12-31	$8,386,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$8,309,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$-28,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,837,076
Net investment gain or loss from common/collective trusts	2012-12-31	$-21,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$14,075,819
Assets. Invements in employer securities at beginning of year	2012-12-31	$11,241,035
Contributions received in cash from employer	2012-12-31	$4,351,836
Employer contributions (assets) at end of year	2012-12-31	$3,015,897
Employer contributions (assets) at beginning of year	2012-12-31	$3,753,532
Income. Dividends from common stock	2012-12-31	$270,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$4,412,923
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$2,182,333
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$2,088,650
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2012-12-31	431947695
2011 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-567,614
Total unrealized appreciation/depreciation of assets	2011-12-31	$-567,614
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	$5,817,081
Total loss/gain on sale of assets	2011-12-31	$-119,666
Total of all expenses incurred	2011-12-31	$3,101,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,061,751
Value of total corrective distributions	2011-12-31	$12,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$6,981,472
Value of total assets at end of year	2011-12-31	$56,109,654
Value of total assets at beginning of year	2011-12-31	$53,393,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$26,732
Total interest from all sources	2011-12-31	$316,288
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$834,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$834,508
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,864,311
Participant contributions at end of year	2011-12-31	$2,569,301
Participant contributions at beginning of year	2011-12-31	$2,118,874
Participant contributions at end of year	2011-12-31	$51
Participant contributions at beginning of year	2011-12-31	$90
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,343,595
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,443,599
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$128,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$1,814
Other income not declared elsewhere	2011-12-31	$-19,081
Administrative expenses (other) incurred	2011-12-31	$26,732
Total non interest bearing cash at beginning of year	2011-12-31	$-413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,715,698
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$56,109,654
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$53,393,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$28,815,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$27,361,275
Interest on participant loans	2011-12-31	$128,822
Value of interest in common/collective trusts at end of year	2011-12-31	$8,386,216
Value of interest in common/collective trusts at beginning of year	2011-12-31	$7,815,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$187,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,794,011
Net investment gain or loss from common/collective trusts	2011-12-31	$185,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$11,241,035
Assets. Invements in employer securities at beginning of year	2011-12-31	$12,460,127
Contributions received in cash from employer	2011-12-31	$4,988,962
Employer contributions (assets) at end of year	2011-12-31	$3,753,532
Employer contributions (assets) at beginning of year	2011-12-31	$2,192,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,061,751
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$3,097,093
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$3,216,759
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2011-12-31	431947695
2010 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$3,769,826
Total unrealized appreciation/depreciation of assets	2010-12-31	$3,769,826
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	$12,607,355
Total loss/gain on sale of assets	2010-12-31	$70,925
Total of all expenses incurred	2010-12-31	$2,864,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,828,025
Value of total corrective distributions	2010-12-31	$9,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$5,015,750
Value of total assets at end of year	2010-12-31	$53,393,956
Value of total assets at beginning of year	2010-12-31	$43,650,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$26,573
Total interest from all sources	2010-12-31	$129,052
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$750,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$459,409
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,523,052
Participant contributions at end of year	2010-12-31	$2,118,874
Participant contributions at beginning of year	2010-12-31	$2,112,823
Participant contributions at end of year	2010-12-31	$90
Participant contributions at beginning of year	2010-12-31	$82
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,443,599
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$802,275
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$290,594
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$1,814
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$9
Other income not declared elsewhere	2010-12-31	$54,073
Administrative expenses (other) incurred	2010-12-31	$26,573
Total non interest bearing cash at end of year	2010-12-31	$-413
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$9,743,082
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$53,393,956
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$43,650,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$27,361,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$23,857,110
Interest on participant loans	2010-12-31	$129,052
Value of interest in common/collective trusts at end of year	2010-12-31	$7,815,384
Value of interest in common/collective trusts at beginning of year	2010-12-31	$7,209,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$178
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,496,237
Net investment gain or loss from common/collective trusts	2010-12-31	$321,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$12,460,127
Assets. Invements in employer securities at beginning of year	2010-12-31	$9,668,925
Contributions received in cash from employer	2010-12-31	$3,202,104
Employer contributions (assets) at end of year	2010-12-31	$2,192,972
Employer contributions (assets) at beginning of year	2010-12-31	$77
Income. Dividends from common stock	2010-12-31	$290,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,828,025
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$1,366,486
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,295,561
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2010-12-31	431947695
2009 : SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN

2023: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SUN HYDRAULICS CORPORATION 401(K) AND ESOP 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: SUN HYDRAULICS CORPORATION 401(K) AND ESOP 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: SUN HYDRAULICS CORPORATION 401(K) AND ESOP 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: SUN HYDRAULICS CORPORATION 401(K) AND ESOP 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: SUN HYDRAULICS CORPORATION 401(K) AND ESOP 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: SUN HYDRAULICS CORPORATION 401(K) AND ESOP 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: SUN HYDRAULICS CORPORATION 401(K) AND ESOP 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: SUN HYDRAULICS CORPORATION 401(K) AND ESOP 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
2014: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUN HYDRAULICS CORPORATION 401(K) AND ESOP 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
2012: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUN HYDRAULICS CORPORATION 401(K) AND ESOP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SUN HYDRAULICS CORPORATION 401(K) AND ESOP 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:	HELIOS TECHNOLOGIES
Employer identification number (EIN):	592754337
NAIC Classification:	331200

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1986-12-31
Company Identification Number:	J49665
Legal Registered Office Address:	1500 WEST UNIVERSITY PARKWAY SARASOTA 34243