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ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 401k Plan overview

Plan NameROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES
Plan identification number 017

ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT BOSCH TOOL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ROBERT BOSCH TOOL CORPORATION
Employer identification number (EIN):616025780
NAIC Classification:332210

Additional information about ROBERT BOSCH TOOL CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0486104

More information about ROBERT BOSCH TOOL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0172016-01-01GARY D GRABARCZYK2017-10-16 GARY D GRABARCZYK2017-10-16
0172015-01-01GARY D. GRABARCZYK GARY D. GRABARCZYK2016-10-12
0172014-01-01GARY D. GRABARCZYK GARY D. GRABARCZYK2015-10-14
0172013-01-01GARY D. GRABARCZYK GARY D. GRABARCZYK2014-10-13
0172012-01-01GARY D. GRABARCZYK GARY D. GRABARCZYK2013-10-14
0172011-01-01GARY D. GRABARCZYK GARY D. GRABARCZYK2012-10-12
0172009-01-01GARY D. GRABARCZYK FOR BEN COMM GARY D. GRABARCZYK FOR BEN COMM2010-10-06

Plan Statistics for ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES

401k plan membership statisitcs for ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES

Measure Date Value
2015: ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2015 401k membership
Total participants, beginning-of-year2015-01-01133
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0147
Number of participants with account balances2015-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2014 401k membership
Total participants, beginning-of-year2014-01-01247
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01112
Total of all active and inactive participants2014-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01133
Number of participants with account balances2014-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2013 401k membership
Total participants, beginning-of-year2013-01-01255
Total number of active participants reported on line 7a of the Form 55002013-01-01203
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01247
Number of participants with account balances2013-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2012 401k membership
Total participants, beginning-of-year2012-01-01268
Total number of active participants reported on line 7a of the Form 55002012-01-01206
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0147
Total of all active and inactive participants2012-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01255
Number of participants with account balances2012-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2011 401k membership
Total participants, beginning-of-year2011-01-01283
Total number of active participants reported on line 7a of the Form 55002011-01-01215
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01268
Number of participants with account balances2011-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2009 401k membership
Total participants, beginning-of-year2009-01-01243
Total number of active participants reported on line 7a of the Form 55002009-01-01185
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01261
Number of participants with account balances2009-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES

Measure Date Value
2015 : ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$296,643
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,829
Total income from all sources (including contributions)2015-12-31$8,484
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,022,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,020,107
Expenses. Certain deemed distributions of participant loans2015-12-31$-521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,641
Value of total assets at end of year2015-12-31$2,142,097
Value of total assets at beginning of year2015-12-31$3,454,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,069
Total interest from all sources2015-12-31$541
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$53,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$53,419
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$59
Participant contributions at end of year2015-12-31$11,414
Participant contributions at beginning of year2015-12-31$99,338
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,553
Administrative expenses (other) incurred2015-12-31$3,069
Liabilities. Value of operating payables at end of year2015-12-31$620
Liabilities. Value of operating payables at beginning of year2015-12-31$1,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,014,171
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,141,477
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,452,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$601,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$705,160
Interest on participant loans2015-12-31$541
Value of interest in common/collective trusts at end of year2015-12-31$1,529,440
Value of interest in common/collective trusts at beginning of year2015-12-31$2,649,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-55,272
Net investment gain or loss from common/collective trusts2015-12-31$7,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$29
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,020,107
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2015-12-31134008324
2014 : ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,624
Total income from all sources (including contributions)2014-12-31$326,277
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$710,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$702,507
Expenses. Certain deemed distributions of participant loans2014-12-31$521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$154,343
Value of total assets at end of year2014-12-31$3,454,120
Value of total assets at beginning of year2014-12-31$3,839,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,517
Total interest from all sources2014-12-31$3,449
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$78,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$78,264
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$121,751
Participant contributions at end of year2014-12-31$99,338
Participant contributions at beginning of year2014-12-31$79,843
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$-702
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$702
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$7,517
Liabilities. Value of operating payables at end of year2014-12-31$1,829
Liabilities. Value of operating payables at beginning of year2014-12-31$2,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-384,268
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,452,291
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,836,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$705,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$824,104
Interest on participant loans2014-12-31$3,449
Value of interest in common/collective trusts at end of year2014-12-31$2,649,622
Value of interest in common/collective trusts at beginning of year2014-12-31$2,934,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,049
Net investment gain or loss from common/collective trusts2014-12-31$91,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$33,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$702,507
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2014-12-31134008324
2013 : ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,559
Total income from all sources (including contributions)2013-12-31$597,914
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$419,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$411,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$156,483
Value of total assets at end of year2013-12-31$3,839,183
Value of total assets at beginning of year2013-12-31$3,660,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,209
Total interest from all sources2013-12-31$2,066
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$33,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$33,619
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$125,031
Participant contributions at end of year2013-12-31$79,843
Participant contributions at beginning of year2013-12-31$42,360
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$702
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$702
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$543
Administrative expenses (other) incurred2013-12-31$8,209
Liabilities. Value of operating payables at end of year2013-12-31$2,624
Liabilities. Value of operating payables at beginning of year2013-12-31$2,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$178,384
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,836,559
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,658,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$824,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$574,633
Interest on participant loans2013-12-31$2,066
Value of interest in common/collective trusts at end of year2013-12-31$2,934,534
Value of interest in common/collective trusts at beginning of year2013-12-31$3,043,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$184,751
Net investment gain or loss from common/collective trusts2013-12-31$220,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$30,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$411,321
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2013-12-31134008324
2012 : ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,141
Total income from all sources (including contributions)2012-12-31$440,844
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$247,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$273,998
Expenses. Certain deemed distributions of participant loans2012-12-31$-35,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$163,534
Value of total assets at end of year2012-12-31$3,660,734
Value of total assets at beginning of year2012-12-31$3,466,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,880
Total interest from all sources2012-12-31$2,071
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$43,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$43,550
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$129,917
Participant contributions at end of year2012-12-31$42,360
Participant contributions at beginning of year2012-12-31$26,401
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$543
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$377
Administrative expenses (other) incurred2012-12-31$8,880
Liabilities. Value of operating payables at end of year2012-12-31$2,559
Liabilities. Value of operating payables at beginning of year2012-12-31$2,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$193,681
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,658,175
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,464,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$574,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$491,065
Interest on participant loans2012-12-31$2,071
Value of interest in common/collective trusts at end of year2012-12-31$3,043,198
Value of interest in common/collective trusts at beginning of year2012-12-31$2,948,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$50,150
Net investment gain or loss from common/collective trusts2012-12-31$181,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$33,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$273,998
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2012-12-31134008324
2011 : ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,141
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$223,564
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$314,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$271,997
Expenses. Certain deemed distributions of participant loans2011-12-31$35,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$180,870
Value of total assets at end of year2011-12-31$3,466,635
Value of total assets at beginning of year2011-12-31$3,555,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,439
Total interest from all sources2011-12-31$2,628
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$22,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$22,700
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$143,138
Participant contributions at end of year2011-12-31$26,401
Participant contributions at beginning of year2011-12-31$45,880
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$377
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$377
Administrative expenses (other) incurred2011-12-31$6,439
Liabilities. Value of operating payables at end of year2011-12-31$2,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-90,587
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,464,494
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,555,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$491,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$787,020
Interest on participant loans2011-12-31$2,628
Value of interest in common/collective trusts at end of year2011-12-31$2,948,792
Value of interest in common/collective trusts at beginning of year2011-12-31$2,722,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-512
Net investment gain or loss from common/collective trusts2011-12-31$17,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$37,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$271,997
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2011-12-31134008324
2010 : ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$425,649
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$387,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$387,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$166,996
Value of total assets at end of year2010-12-31$3,555,081
Value of total assets at beginning of year2010-12-31$3,517,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$2,748
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$17,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$17,995
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$126,473
Participant contributions at end of year2010-12-31$45,880
Participant contributions at beginning of year2010-12-31$39,539
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$37,852
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,555,081
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,517,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$787,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$698,890
Interest on participant loans2010-12-31$2,748
Value of interest in common/collective trusts at end of year2010-12-31$2,722,181
Value of interest in common/collective trusts at beginning of year2010-12-31$2,757,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$115,610
Net investment gain or loss from common/collective trusts2010-12-31$122,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$33,416
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$21,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$387,797
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324
2009 : ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES

2015: ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT BOSCH TOOL CORPORATION 401K PLAN FOR UNION ASSOCIATES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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