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BOMBARDIER 401(K) SAVINGS PLAN 401k Plan overview

Plan NameBOMBARDIER 401(K) SAVINGS PLAN
Plan identification number 007

BOMBARDIER 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BOMBARDIER TRANSPORTATION (GLOBAL) USA INC. has sponsored the creation of one or more 401k plans.

Company Name:BOMBARDIER TRANSPORTATION (GLOBAL) USA INC.
Employer identification number (EIN):820262961
NAIC Classification:336510
NAIC Description:Railroad Rolling Stock Manufacturing

Additional information about BOMBARDIER TRANSPORTATION (GLOBAL) USA INC.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 566050

More information about BOMBARDIER TRANSPORTATION (GLOBAL) USA INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOMBARDIER 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072015-01-01JOAN SCHUTTLER
0072014-01-01JOAN SCHUTTLER
0072013-01-01JOAN SCHUTTLER
0072012-01-01TROY LEINEN
0072011-01-01TROY LEINEN
0072009-01-01TROY LEINEN

Plan Statistics for BOMBARDIER 401(K) SAVINGS PLAN

401k plan membership statisitcs for BOMBARDIER 401(K) SAVINGS PLAN

Measure Date Value
2015: BOMBARDIER 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,204
Total number of active participants reported on line 7a of the Form 55002015-01-013,230
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,469
Total of all active and inactive participants2015-01-014,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-014,711
Number of participants with account balances2015-01-014,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01321
2014: BOMBARDIER 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,573
Total number of active participants reported on line 7a of the Form 55002014-01-013,733
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,446
Total of all active and inactive participants2014-01-015,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0125
Total participants2014-01-015,204
Number of participants with account balances2014-01-015,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01277
2013: BOMBARDIER 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,999
Total number of active participants reported on line 7a of the Form 55002013-01-014,302
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,271
Total of all active and inactive participants2013-01-016,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016,573
Number of participants with account balances2013-01-016,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01114
2012: BOMBARDIER 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,871
Total number of active participants reported on line 7a of the Form 55002012-01-014,602
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,397
Total of all active and inactive participants2012-01-015,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015,999
Number of participants with account balances2012-01-015,681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01123
2011: BOMBARDIER 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,748
Total number of active participants reported on line 7a of the Form 55002011-01-014,370
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,501
Total of all active and inactive participants2011-01-015,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,871
Number of participants with account balances2011-01-015,645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01118
2009: BOMBARDIER 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019,326
Total number of active participants reported on line 7a of the Form 55002009-01-016,891
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012,553
Total of all active and inactive participants2009-01-019,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019,444
Number of participants with account balances2009-01-017,995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0128

Financial Data on BOMBARDIER 401(K) SAVINGS PLAN

Measure Date Value
2015 : BOMBARDIER 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$7,996
Total transfer of assets from this plan2015-12-31$76,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$64,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$141,188
Total income from all sources (including contributions)2015-12-31$37,180,092
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$59,409,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$59,131,586
Value of total corrective distributions2015-12-31$-146,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$36,472,891
Value of total assets at end of year2015-12-31$447,353,511
Value of total assets at beginning of year2015-12-31$469,728,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$424,633
Total interest from all sources2015-12-31$638,059
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$149,602
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
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$21,646,825
Participant contributions at end of year2015-12-31$14,570,300
Participant contributions at beginning of year2015-12-31$14,600,782
Participant contributions at end of year2015-12-31$635,415
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$718,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$64,151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$141,188
Administrative expenses (other) incurred2015-12-31$265,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-22,229,307
Value of net assets at end of year (total assets less liabilities)2015-12-31$447,289,360
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$469,587,469
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
Investment advisory and management fees2015-12-31$9,219
Interest on participant loans2015-12-31$638,059
Value of interest in master investment trust accounts at end of year2015-12-31$431,822,721
Value of interest in master investment trust accounts at beginning of year2015-12-31$455,127,875
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$14,107,870
Employer contributions (assets) at end of year2015-12-31$325,075
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$59,131,586
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 name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : BOMBARDIER 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$387,664
Total transfer of assets from this plan2014-12-31$385,542
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$141,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$193,597
Total income from all sources (including contributions)2014-12-31$68,126,694
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$65,920,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$65,227,924
Expenses. Certain deemed distributions of participant loans2014-12-31$68,883
Value of total corrective distributions2014-12-31$187,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$40,497,167
Value of total assets at end of year2014-12-31$469,728,657
Value of total assets at beginning of year2014-12-31$467,572,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$436,588
Total interest from all sources2014-12-31$644,463
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$853,169
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$853,169
Administrative expenses professional fees incurred2014-12-31$222,468
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
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$22,924,930
Participant contributions at end of year2014-12-31$14,600,782
Participant contributions at beginning of year2014-12-31$13,665,360
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,351,204
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$234,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$141,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$301,613
Administrative expenses (other) incurred2014-12-31$172,519
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$26,179
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$550,529
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$2,205,984
Value of net assets at end of year (total assets less liabilities)2014-12-31$469,587,469
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$467,379,363
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
Investment advisory and management fees2014-12-31$41,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$340,538,798
Interest on participant loans2014-12-31$642,982
Value of interest in master investment trust accounts at end of year2014-12-31$455,127,875
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$84,451,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$28,132,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$28,132,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,132,489
Net investment gain or loss from common/collective trusts2014-12-31$2,292,048
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$15,221,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$65,227,924
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$167,418
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 name2014-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2014-12-31346565596
2013 : BOMBARDIER 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$145,023
Total transfer of assets from this plan2013-12-31$293,489
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$193,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$373,184
Total income from all sources (including contributions)2013-12-31$127,600,637
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$101,262,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$101,048,291
Expenses. Certain deemed distributions of participant loans2013-12-31$23,696
Value of total corrective distributions2013-12-31$932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$50,146,429
Value of total assets at end of year2013-12-31$467,572,960
Value of total assets at beginning of year2013-12-31$441,562,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$189,108
Total interest from all sources2013-12-31$739,331
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$19,837,110
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$19,837,110
Administrative expenses professional fees incurred2013-12-31$145,654
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
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$27,710,771
Participant contributions at end of year2013-12-31$13,665,360
Participant contributions at beginning of year2013-12-31$14,228,097
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,839,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$234,337
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$371,921
Liabilities. Value of operating payables at end of year2013-12-31$26,179
Liabilities. Value of operating payables at beginning of year2013-12-31$254,363
Total non interest bearing cash at end of year2013-12-31$550,529
Total non interest bearing cash at beginning of year2013-12-31$102,786
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$26,338,610
Value of net assets at end of year (total assets less liabilities)2013-12-31$467,379,363
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$441,189,219
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
Investment advisory and management fees2013-12-31$30,608
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$340,538,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$317,754,543
Interest on participant loans2013-12-31$725,859
Value of interest in common/collective trusts at end of year2013-12-31$84,451,006
Value of interest in common/collective trusts at beginning of year2013-12-31$80,251,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$28,132,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$28,853,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$28,853,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$13,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$43,926,619
Net investment gain or loss from common/collective trusts2013-12-31$12,951,148
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$20,596,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$101,048,291
Contract administrator fees2013-12-31$12,846
Liabilities. Value of benefit claims payable at end of year2013-12-31$167,418
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$118,821
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 name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : BOMBARDIER 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$394,514
Total transfer of assets from this plan2012-12-31$115,332
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$373,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$317,004
Total income from all sources (including contributions)2012-12-31$97,042,700
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$29,778,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$29,655,802
Expenses. Certain deemed distributions of participant loans2012-12-31$-10,799
Value of total corrective distributions2012-12-31$123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$46,534,311
Value of total assets at end of year2012-12-31$441,562,403
Value of total assets at beginning of year2012-12-31$373,963,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$133,855
Total interest from all sources2012-12-31$710,735
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,693,999
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$10,693,999
Administrative expenses professional fees incurred2012-12-31$101,268
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$26,287,145
Participant contributions at end of year2012-12-31$14,228,097
Participant contributions at beginning of year2012-12-31$12,781,262
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,796,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$371,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$312,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$248,201
Liabilities. Value of operating payables at end of year2012-12-31$254,363
Total non interest bearing cash at end of year2012-12-31$102,786
Total non interest bearing cash at beginning of year2012-12-31$32,795
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$67,263,719
Value of net assets at end of year (total assets less liabilities)2012-12-31$441,189,219
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$373,646,318
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
Investment advisory and management fees2012-12-31$20,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$317,754,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$254,109,539
Interest on participant loans2012-12-31$691,687
Value of interest in common/collective trusts at end of year2012-12-31$80,251,788
Value of interest in common/collective trusts at beginning of year2012-12-31$106,571,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$28,853,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$156,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$156,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$19,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$30,971,299
Net investment gain or loss from common/collective trusts2012-12-31$8,132,356
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$18,450,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$29,655,802
Contract administrator fees2012-12-31$12,377
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$118,821
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$68,803
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 name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : BOMBARDIER 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$406,055
Total transfer of assets from this plan2011-12-31$51,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$317,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$91,134
Total income from all sources (including contributions)2011-12-31$36,606,321
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$23,931,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$23,864,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$42,118,329
Value of total assets at end of year2011-12-31$373,963,322
Value of total assets at beginning of year2011-12-31$360,707,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$66,964
Total interest from all sources2011-12-31$697,327
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,660,494
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$7,660,494
Administrative expenses professional fees incurred2011-12-31$41,306
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
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$24,603,597
Participant contributions at end of year2011-12-31$12,781,262
Participant contributions at beginning of year2011-12-31$11,369,734
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,843,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$312,026
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$39,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$248,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$91,134
Total non interest bearing cash at end of year2011-12-31$32,795
Total non interest bearing cash at beginning of year2011-12-31$761,794
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$12,675,148
Value of net assets at end of year (total assets less liabilities)2011-12-31$373,646,318
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$360,616,824
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
Investment advisory and management fees2011-12-31$11,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$254,109,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$258,164,382
Interest on participant loans2011-12-31$697,327
Value of interest in common/collective trusts at end of year2011-12-31$106,571,466
Value of interest in common/collective trusts at beginning of year2011-12-31$90,328,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$156,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$44,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$44,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-15,092,447
Net investment gain or loss from common/collective trusts2011-12-31$1,222,618
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$15,671,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$23,864,209
Contract administrator fees2011-12-31$14,234
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$68,803
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 name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : BOMBARDIER 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$421,824
Total transfer of assets from this plan2010-12-31$180,971,937
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$91,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$106,230
Total income from all sources (including contributions)2010-12-31$78,670,522
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$24,183,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$24,026,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$37,691,256
Value of total assets at end of year2010-12-31$360,707,958
Value of total assets at beginning of year2010-12-31$486,785,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$156,637
Total interest from all sources2010-12-31$660,311
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,573,203
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$6,573,203
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$22,098,374
Participant contributions at end of year2010-12-31$11,369,734
Participant contributions at beginning of year2010-12-31$14,957,165
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,013,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$39,765
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$94,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$91,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$94,301
Total non interest bearing cash at end of year2010-12-31$761,794
Total non interest bearing cash at beginning of year2010-12-31$68,865
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$54,487,336
Value of net assets at end of year (total assets less liabilities)2010-12-31$360,616,824
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$486,679,601
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$258,164,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$334,043,635
Interest on participant loans2010-12-31$660,270
Value of interest in common/collective trusts at end of year2010-12-31$90,328,134
Value of interest in common/collective trusts at beginning of year2010-12-31$137,568,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$44,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$53,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$53,783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$27,260,851
Net investment gain or loss from common/collective trusts2010-12-31$6,484,901
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$14,579,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$24,026,549
Contract administrator fees2010-12-31$156,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$11,929
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 name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for BOMBARDIER 401(K) SAVINGS PLAN

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

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