NATIONAL INSTRUMENTS CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NATIONAL INSTRUMENTS 401(K) PLAN
Measure | Date | Value |
---|
2022 : NATIONAL INSTRUMENTS 401(K) PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $8,366,044 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-121,022,241 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $40,078,460 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $39,634,617 |
Value of total corrective distributions | 2022-12-31 | $7,959 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $42,922,518 |
Value of total assets at end of year | 2022-12-31 | $628,146,437 |
Value of total assets at beginning of year | 2022-12-31 | $780,881,094 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $435,884 |
Total interest from all sources | 2022-12-31 | $132,113 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $11,977,651 |
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 | $11,977,651 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
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 | $30,479,542 |
Participant contributions at end of year | 2022-12-31 | $2,257,932 |
Participant contributions at beginning of year | 2022-12-31 | $2,337,257 |
Participant contributions at end of year | 2022-12-31 | $3,327 |
Participant contributions at beginning of year | 2022-12-31 | $988,435 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $23,320,648 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $18,438,068 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,629,713 |
Other income not declared elsewhere | 2022-12-31 | $-2,730,862 |
Administrative expenses (other) incurred | 2022-12-31 | $359,784 |
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 | $-161,100,701 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $628,146,437 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $780,881,094 |
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 |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $1,264 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $76,100 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $281,194,386 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $729,312,623 |
Interest on participant loans | 2022-12-31 | $131,666 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $320,918,577 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $29,489,858 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $448,758 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $447 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-183,215,619 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $9,891,958 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $9,813,263 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,545 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $314,853 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $39,634,617 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAUER & COMPANY, LLC |
Accountancy firm EIN | 2022-12-31 | 471743368 |
2021 : NATIONAL INSTRUMENTS 401(K) PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $2,887,985 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $143,136,722 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $52,080,541 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $51,670,597 |
Value of total corrective distributions | 2021-12-31 | $9,818 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $41,925,022 |
Value of total assets at end of year | 2021-12-31 | $780,881,094 |
Value of total assets at beginning of year | 2021-12-31 | $686,936,928 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $400,126 |
Total interest from all sources | 2021-12-31 | $123,772 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $44,081,706 |
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 | $44,081,706 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
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 | $28,836,701 |
Participant contributions at end of year | 2021-12-31 | $2,337,257 |
Participant contributions at beginning of year | 2021-12-31 | $2,351,123 |
Participant contributions at end of year | 2021-12-31 | $988,435 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $18,438,068 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $14,259,295 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,554,384 |
Other income not declared elsewhere | 2021-12-31 | $1,915,064 |
Administrative expenses (other) incurred | 2021-12-31 | $364,012 |
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 | $91,056,181 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $780,881,094 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $686,936,928 |
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 | $36,114 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $729,312,623 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $636,433,725 |
Interest on participant loans | 2021-12-31 | $123,772 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $29,489,858 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $33,892,785 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $54,647,982 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $443,176 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $9,533,937 |
Employer contributions (assets) at end of year | 2021-12-31 | $314,853 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $51,670,597 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ARMANINO, LLP |
Accountancy firm EIN | 2021-12-31 | 946214841 |
2020 : NATIONAL INSTRUMENTS 401(K) PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $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 | $167,763,563 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $52,888,948 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $52,568,983 |
Value of total corrective distributions | 2020-12-31 | $17,550 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $39,969,146 |
Value of total assets at end of year | 2020-12-31 | $686,936,928 |
Value of total assets at beginning of year | 2020-12-31 | $572,062,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $302,415 |
Total interest from all sources | 2020-12-31 | $151,580 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $25,513,431 |
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 | $25,513,431 |
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 | $28,254,468 |
Participant contributions at end of year | 2020-12-31 | $2,351,123 |
Participant contributions at beginning of year | 2020-12-31 | $2,509,356 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $14,259,295 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $13,049,704 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,414,039 |
Other income not declared elsewhere | 2020-12-31 | $1,320,983 |
Administrative expenses (other) incurred | 2020-12-31 | $276,523 |
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 | $114,874,615 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $686,936,928 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $572,062,313 |
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 | $25,892 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $636,433,725 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $530,495,654 |
Interest on participant loans | 2020-12-31 | $151,580 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $33,892,785 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $26,006,237 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $100,232,082 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $576,341 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $9,300,639 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,362 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $52,568,983 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HOLTZMAN PARTNERS, LLP |
Accountancy firm EIN | 2020-12-31 | 743121060 |
2019 : NATIONAL INSTRUMENTS 401(K) PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $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 | $148,166,487 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $18,555,553 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $18,200,201 |
Value of total corrective distributions | 2019-12-31 | $9,226 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $39,622,877 |
Value of total assets at end of year | 2019-12-31 | $572,062,313 |
Value of total assets at beginning of year | 2019-12-31 | $442,451,379 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $346,126 |
Total interest from all sources | 2019-12-31 | $157,077 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $20,913,388 |
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 | $20,913,388 |
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 | $28,344,104 |
Participant contributions at end of year | 2019-12-31 | $2,509,356 |
Participant contributions at beginning of year | 2019-12-31 | $2,544,825 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $13,049,704 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $10,529,566 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,627,873 |
Other income not declared elsewhere | 2019-12-31 | $1,975,147 |
Administrative expenses (other) incurred | 2019-12-31 | $320,246 |
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 | $129,610,934 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $572,062,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $442,451,379 |
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 | $25,880 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $530,495,654 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $405,142,523 |
Interest on participant loans | 2019-12-31 | $157,077 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $26,006,237 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $24,234,465 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $84,953,942 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $544,056 |
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 |
Contributions received in cash from employer | 2019-12-31 | $9,650,900 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,362 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $18,200,201 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HOLTZMAN PARTNERS, LLP |
Accountancy firm EIN | 2019-12-31 | 743121060 |
2018 : NATIONAL INSTRUMENTS 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $10,178,357 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $36,662,677 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $36,330,755 |
Value of total corrective distributions | 2018-12-31 | $8,633 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $37,100,915 |
Value of total assets at end of year | 2018-12-31 | $442,451,379 |
Value of total assets at beginning of year | 2018-12-31 | $468,935,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $323,289 |
Total interest from all sources | 2018-12-31 | $142,631 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $19,388,822 |
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 | $19,388,822 |
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 | $26,749,619 |
Participant contributions at end of year | 2018-12-31 | $2,544,825 |
Participant contributions at beginning of year | 2018-12-31 | $2,479,900 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $19 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $10,529,566 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $7,549,435 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $970,835 |
Other income not declared elsewhere | 2018-12-31 | $-836,158 |
Administrative expenses (other) incurred | 2018-12-31 | $309,346 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-26,484,320 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $442,451,379 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $468,935,699 |
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 | $13,943 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $405,142,523 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $435,536,671 |
Interest on participant loans | 2018-12-31 | $142,631 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $24,234,465 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $23,368,292 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-46,089,455 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $471,602 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $9,380,461 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,382 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $36,330,755 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HOLTZMAN PARTNERS, LLP |
Accountancy firm EIN | 2018-12-31 | 743121060 |
2017 : NATIONAL INSTRUMENTS 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $4,725,454 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $112,519,743 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $26,077,855 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $25,753,143 |
Value of total corrective distributions | 2017-12-31 | $11,863 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $36,807,270 |
Value of total assets at end of year | 2017-12-31 | $468,935,699 |
Value of total assets at beginning of year | 2017-12-31 | $377,768,357 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $312,849 |
Total interest from all sources | 2017-12-31 | $142,351 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $22,323,587 |
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 | $22,323,587 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
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 | $26,189,521 |
Participant contributions at end of year | 2017-12-31 | $2,479,900 |
Participant contributions at beginning of year | 2017-12-31 | $2,946,808 |
Participant contributions at end of year | 2017-12-31 | $19 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $7,549,435 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $6,645,595 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,121,500 |
Other income not declared elsewhere | 2017-12-31 | $1,032,666 |
Administrative expenses (other) incurred | 2017-12-31 | $305,957 |
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 | $86,441,888 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $468,935,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $377,768,357 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $6,892 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $435,536,671 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $336,133,410 |
Interest on participant loans | 2017-12-31 | $142,351 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $23,368,292 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $32,042,544 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $51,807,801 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $406,068 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $9,496,249 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,382 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $25,753,143 |
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 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HOLTZMAN PARTNERS, LLP |
Accountancy firm EIN | 2017-12-31 | 743121060 |
2016 : NATIONAL INSTRUMENTS 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $889,675 |
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 | $55,723,531 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $22,798,620 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $22,520,386 |
Value of total corrective distributions | 2016-12-31 | $4,433 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $31,799,153 |
Value of total assets at end of year | 2016-12-31 | $377,768,357 |
Value of total assets at beginning of year | 2016-12-31 | $343,953,771 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $273,801 |
Total interest from all sources | 2016-12-31 | $156,533 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $10,522,792 |
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 | $10,522,792 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
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 | $23,480,676 |
Participant contributions at end of year | 2016-12-31 | $2,946,808 |
Participant contributions at beginning of year | 2016-12-31 | $3,105,401 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $865,149 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $6,645,595 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $5,551,771 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,079,756 |
Other income not declared elsewhere | 2016-12-31 | $578,251 |
Administrative expenses (other) incurred | 2016-12-31 | $267,863 |
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 | $32,924,911 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $377,768,357 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $343,953,771 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $5,938 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $336,133,410 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $305,375,621 |
Interest on participant loans | 2016-12-31 | $156,533 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $32,042,544 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $28,785,673 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $12,201,007 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $465,795 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $7,238,721 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $270,156 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $22,520,386 |
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 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HOLTZMAN PARTNERS, LLP |
Accountancy firm EIN | 2016-12-31 | 743121060 |
2015 : NATIONAL INSTRUMENTS 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $11,500,676 |
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 | $25,305,987 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $20,417,219 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $20,071,657 |
Value of total corrective distributions | 2015-12-31 | $2,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $30,116,629 |
Value of total assets at end of year | 2015-12-31 | $343,953,771 |
Value of total assets at beginning of year | 2015-12-31 | $327,564,327 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $343,248 |
Total interest from all sources | 2015-12-31 | $147,912 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $15,625,749 |
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 | $15,625,749 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
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 | $21,980,210 |
Participant contributions at end of year | 2015-12-31 | $3,105,401 |
Participant contributions at beginning of year | 2015-12-31 | $3,020,641 |
Participant contributions at end of year | 2015-12-31 | $865,149 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $5,551,771 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $5,209,645 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,341,037 |
Other income not declared elsewhere | 2015-12-31 | $-96,457 |
Administrative expenses (other) incurred | 2015-12-31 | $335,533 |
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 | $4,888,768 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $343,953,771 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $327,564,327 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $7,715 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $305,375,621 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $291,922,051 |
Interest on participant loans | 2015-12-31 | $147,912 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $28,785,673 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $27,411,925 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-19,525,809 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-962,037 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $6,795,382 |
Employer contributions (assets) at end of year | 2015-12-31 | $270,156 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $65 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $20,071,657 |
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 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HOLTZMAN PARTNERS, LLP |
Accountancy firm EIN | 2015-12-31 | 743121060 |
2014 : NATIONAL INSTRUMENTS 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
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 | $43,340,730 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $20,844,457 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $20,557,352 |
Value of total corrective distributions | 2014-12-31 | $17 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $27,714,957 |
Value of total assets at end of year | 2014-12-31 | $327,564,327 |
Value of total assets at beginning of year | 2014-12-31 | $305,068,054 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $287,088 |
Total interest from all sources | 2014-12-31 | $139,255 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $15,461,834 |
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 | $15,461,834 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
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 | $19,925,006 |
Participant contributions at end of year | 2014-12-31 | $3,020,641 |
Participant contributions at beginning of year | 2014-12-31 | $2,718,004 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $5,209,645 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $4,455,642 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,447,979 |
Other income not declared elsewhere | 2014-12-31 | $191,553 |
Administrative expenses (other) incurred | 2014-12-31 | $238,701 |
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 | $22,496,273 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $327,564,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $305,068,054 |
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 | $48,387 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $291,922,051 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $271,167,099 |
Interest on participant loans | 2014-12-31 | $139,255 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $27,411,925 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $26,727,309 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-686,774 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $519,905 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $6,341,972 |
Employer contributions (assets) at end of year | 2014-12-31 | $65 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $20,557,352 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HOLTZMAN PARTNERS, LLP |
Accountancy firm EIN | 2014-12-31 | 743121060 |
2013 : NATIONAL INSTRUMENTS 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $78,302,471 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $8,105,624 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $8,066,890 |
Value of total corrective distributions | 2013-12-31 | $2,385 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $26,292,911 |
Value of total assets at end of year | 2013-12-31 | $305,068,054 |
Value of total assets at beginning of year | 2013-12-31 | $234,871,207 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $36,349 |
Total interest from all sources | 2013-12-31 | $130,226 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $11,537,396 |
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 | $11,537,396 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 | $19,453,282 |
Participant contributions at end of year | 2013-12-31 | $2,718,004 |
Participant contributions at beginning of year | 2013-12-31 | $2,732,175 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $701,343 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $4,455,642 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,005,790 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $898,635 |
Other income not declared elsewhere | 2013-12-31 | $459,861 |
Administrative expenses (other) incurred | 2013-12-31 | $4,955 |
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 | $70,196,847 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $305,068,054 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $234,871,207 |
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 |
Investment advisory and management fees | 2013-12-31 | $31,394 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $271,167,099 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $208,217,585 |
Interest on participant loans | 2013-12-31 | $130,226 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $26,727,309 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $21,996,943 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $38,992,784 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $889,293 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
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 |
Contributions received in cash from employer | 2013-12-31 | $5,940,994 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $217,371 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $8,066,890 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HOLTZMAN PARTNERS, LLP |
Accountancy firm EIN | 2013-12-31 | 743121060 |
2012 : NATIONAL INSTRUMENTS 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $3,142,415 |
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 | $53,804,243 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $5,670,354 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,658,129 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $40 |
Value of total corrective distributions | 2012-12-31 | $3,030 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $24,769,344 |
Value of total assets at end of year | 2012-12-31 | $234,871,207 |
Value of total assets at beginning of year | 2012-12-31 | $183,594,903 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $9,155 |
Total interest from all sources | 2012-12-31 | $126,929 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $5,757,940 |
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 | $5,757,940 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
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 | $17,976,155 |
Participant contributions at end of year | 2012-12-31 | $2,732,175 |
Participant contributions at beginning of year | 2012-12-31 | $1,943,212 |
Participant contributions at end of year | 2012-12-31 | $701,343 |
Participant contributions at beginning of year | 2012-12-31 | $606,540 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,005,790 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,341,090 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $53,626 |
Other income not declared elsewhere | 2012-12-31 | $21,235 |
Administrative expenses (other) incurred | 2012-12-31 | $9,155 |
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 | $48,133,889 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $234,871,207 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $183,594,903 |
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 | $208,217,585 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $162,101,166 |
Interest on participant loans | 2012-12-31 | $126,929 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $21,996,943 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $18,706,576 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $22,010,596 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,118,199 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
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 |
Contributions received in cash from employer | 2012-12-31 | $5,452,099 |
Employer contributions (assets) at end of year | 2012-12-31 | $217,371 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $183,783 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,658,129 |
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 | 2012-12-31 | Yes |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HOLTZMAN PARTNERS, LLP |
Accountancy firm EIN | 2012-12-31 | 743121060 |
2011 : NATIONAL INSTRUMENTS 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
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 | $17,660,649 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $5,858,191 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,833,343 |
Value of total corrective distributions | 2011-12-31 | $4,664 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $21,761,126 |
Value of total assets at end of year | 2011-12-31 | $183,594,903 |
Value of total assets at beginning of year | 2011-12-31 | $171,792,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $20,184 |
Total interest from all sources | 2011-12-31 | $97,885 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $3,192,881 |
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 | $3,192,881 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
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 | $15,894,468 |
Participant contributions at end of year | 2011-12-31 | $1,943,212 |
Participant contributions at beginning of year | 2011-12-31 | $1,778,081 |
Participant contributions at end of year | 2011-12-31 | $606,540 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,075,322 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $53,626 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $51,973 |
Other income not declared elsewhere | 2011-12-31 | $-34,896 |
Administrative expenses (other) incurred | 2011-12-31 | $20,184 |
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 | $11,802,458 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $183,594,903 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $171,792,445 |
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 | $162,101,166 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $153,126,628 |
Interest on participant loans | 2011-12-31 | $97,885 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $18,706,576 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $9,173,380 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $7,662,383 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-7,988,057 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $631,710 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
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 |
Contributions received in cash from employer | 2011-12-31 | $4,791,336 |
Employer contributions (assets) at end of year | 2011-12-31 | $183,783 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,833,343 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : NATIONAL INSTRUMENTS 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $37,864,412 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $4,818,076 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,797,357 |
Value of total corrective distributions | 2010-12-31 | $2,114 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $19,245,997 |
Value of total assets at end of year | 2010-12-31 | $171,792,445 |
Value of total assets at beginning of year | 2010-12-31 | $138,746,109 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $18,605 |
Total interest from all sources | 2010-12-31 | $101,807 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,351,525 |
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 | $2,351,525 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
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 | $14,173,956 |
Participant contributions at end of year | 2010-12-31 | $1,778,081 |
Participant contributions at beginning of year | 2010-12-31 | $1,743,460 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $525,263 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $550,517 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $51,973 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $50,147 |
Other income not declared elsewhere | 2010-12-31 | $-236,376 |
Administrative expenses (other) incurred | 2010-12-31 | $18,605 |
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 | $33,046,336 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $171,792,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $138,746,109 |
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 | $153,126,628 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $121,500,037 |
Interest on participant loans | 2010-12-31 | $101,807 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $9,173,380 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $7,199,723 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $7,662,383 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $7,573,062 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $15,700,884 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $700,575 |
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 |
Contributions received in cash from employer | 2010-12-31 | $4,521,524 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $154,417 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,797,357 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2009 : NATIONAL INSTRUMENTS 401(K) 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 |