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NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameNIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN
Plan identification number 001

NIDEC ELESYS AMERICAS 401(K) RETIREMENT 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NIDEC ELESYS AMERICAS CORP. has sponsored the creation of one or more 401k plans.

Company Name:NIDEC ELESYS AMERICAS CORP.
Employer identification number (EIN):820562047
NAIC Classification:336300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01MARK SCHROEDER2020-10-07 MARK SCHROEDER2020-10-07
0012018-01-01MARK SCHROEDER2019-10-13 MARK SCHROEDER2019-10-13
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MICHAEL S PRICE
0012011-01-01MICHAEL S PRICE
0012009-01-01MIKE PRICE

Plan Statistics for NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN

401k plan membership statisitcs for NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN

Measure Date Value
2022: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01116
Total number of active participants reported on line 7a of the Form 55002022-01-0182
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0131
Total of all active and inactive participants2022-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01113
Number of participants with account balances2022-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01132
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01118
Number of participants with account balances2021-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01131
Total number of active participants reported on line 7a of the Form 55002020-01-0194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01130
Number of participants with account balances2020-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01182
Total number of active participants reported on line 7a of the Form 55002019-01-01107
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01157
Number of participants with account balances2019-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01190
Total number of active participants reported on line 7a of the Form 55002018-01-01110
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01182
Number of participants with account balances2018-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01278
Total number of active participants reported on line 7a of the Form 55002017-01-01117
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01190
Number of participants with account balances2017-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01301
Total number of active participants reported on line 7a of the Form 55002016-01-01174
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01278
Number of participants with account balances2016-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0144
2015: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01253
Total number of active participants reported on line 7a of the Form 55002015-01-01214
Number of retired or separated participants receiving benefits2015-01-0120
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01290
Number of participants with account balances2015-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01283
Total number of active participants reported on line 7a of the Form 55002014-01-01252
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01292
Total participants2014-01-01292
Number of participants with account balances2014-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01237
Total number of active participants reported on line 7a of the Form 55002013-01-01251
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01283
Total participants2013-01-01283
Number of participants with account balances2013-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01185
Total number of active participants reported on line 7a of the Form 55002012-01-01191
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01237
Total participants2012-01-01237
Number of participants with account balances2012-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-01142
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01185
Total participants2011-01-01185
Number of participants with account balances2011-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01161
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01154
Total participants2009-01-01154
Number of participants with account balances2009-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN

Measure Date Value
2022 : NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9,683
Total income from all sources (including contributions)2022-12-31$-1,482,002
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$554,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$518,125
Expenses. Certain deemed distributions of participant loans2022-12-31$175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$734,121
Value of total assets at end of year2022-12-31$11,504,500
Value of total assets at beginning of year2022-12-31$13,545,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,432
Total interest from all sources2022-12-31$8,277
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$322,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$322,271
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$414,540
Participant contributions at end of year2022-12-31$198,487
Participant contributions at beginning of year2022-12-31$157,479
Participant contributions at end of year2022-12-31$13,372
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$9,683
Administrative expenses (other) incurred2022-12-31$36,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,036,734
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,499,381
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,536,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,672,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,117,323
Interest on participant loans2022-12-31$8,277
Value of interest in common/collective trusts at end of year2022-12-31$1,399,097
Value of interest in common/collective trusts at beginning of year2022-12-31$1,021,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,568,164
Net investment gain or loss from common/collective trusts2022-12-31$21,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$319,581
Employer contributions (assets) at end of year2022-12-31$221,096
Employer contributions (assets) at beginning of year2022-12-31$249,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$518,125
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOWARD MOORE & MCDUFFIE PC
Accountancy firm EIN2022-12-31581484212
2021 : NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,683
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$2,403,469
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,742,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,690,541
Expenses. Certain deemed distributions of participant loans2021-12-31$3,199
Value of total corrective distributions2021-12-31$9,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$839,612
Value of total assets at end of year2021-12-31$13,545,798
Value of total assets at beginning of year2021-12-31$12,874,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,893
Total interest from all sources2021-12-31$6,381
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$893,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$893,269
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$449,146
Participant contributions at end of year2021-12-31$157,479
Participant contributions at beginning of year2021-12-31$130,168
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$26,819
Other income not declared elsewhere2021-12-31$311
Administrative expenses (other) incurred2021-12-31$38,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$661,153
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,536,115
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,874,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,117,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,331,096
Interest on participant loans2021-12-31$6,381
Value of interest in common/collective trusts at end of year2021-12-31$1,021,097
Value of interest in common/collective trusts at beginning of year2021-12-31$1,168,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$644,550
Net investment gain or loss from common/collective trusts2021-12-31$19,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$363,647
Employer contributions (assets) at end of year2021-12-31$249,899
Employer contributions (assets) at beginning of year2021-12-31$245,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,690,541
Liabilities. Value of benefit claims payable at end of year2021-12-31$9,683
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOWARD MOORE & MCDUFFIE PC
Accountancy firm EIN2021-12-31581484212
2020 : NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$2,785,819
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,963,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,927,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$702,637
Value of total assets at end of year2020-12-31$12,874,962
Value of total assets at beginning of year2020-12-31$14,052,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,379
Total interest from all sources2020-12-31$3,895
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$332,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$332,405
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,400,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$406,805
Participant contributions at end of year2020-12-31$130,168
Participant contributions at beginning of year2020-12-31$59,782
Participant contributions at beginning of year2020-12-31$14,021
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,158
Administrative expenses (other) incurred2020-12-31$36,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,177,581
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,874,962
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,052,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,331,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,642,241
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,035,061
Interest on participant loans2020-12-31$3,895
Value of interest in common/collective trusts at end of year2020-12-31$1,168,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,741,132
Net investment gain or loss from common/collective trusts2020-12-31$5,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$276,674
Employer contributions (assets) at end of year2020-12-31$245,198
Employer contributions (assets) at beginning of year2020-12-31$301,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,927,021
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOWARD MOORE & MCDUFFIE, PC
Accountancy firm EIN2020-12-31581484212
2019 : NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$3,227,101
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,719,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,704,797
Expenses. Certain deemed distributions of participant loans2019-12-31$9,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$837,261
Value of total assets at end of year2019-12-31$14,052,543
Value of total assets at beginning of year2019-12-31$12,544,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,972
Total interest from all sources2019-12-31$2,481
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$4,972
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$423,775
Participant contributions at end of year2019-12-31$59,782
Participant contributions at beginning of year2019-12-31$68,084
Participant contributions at end of year2019-12-31$14,021
Participant contributions at beginning of year2019-12-31$14,327
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,507,969
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,052,543
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,544,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$12,035,061
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,846,393
Interest on participant loans2019-12-31$2,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,642,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,304,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$2,387,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$410,390
Employer contributions (assets) at end of year2019-12-31$301,438
Employer contributions (assets) at beginning of year2019-12-31$311,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,704,797
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$253,126
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,088,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,085,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$787,768
Value of total assets at end of year2018-12-31$12,544,574
Value of total assets at beginning of year2018-12-31$13,380,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,444
Total interest from all sources2018-12-31$2,702
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$3,444
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$427,884
Participant contributions at end of year2018-12-31$68,084
Participant contributions at beginning of year2018-12-31$52,901
Participant contributions at end of year2018-12-31$14,327
Participant contributions at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-835,475
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,544,574
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,380,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$10,846,393
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,589,858
Interest on participant loans2018-12-31$2,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,304,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,430,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-537,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$359,884
Employer contributions (assets) at end of year2018-12-31$311,055
Employer contributions (assets) at beginning of year2018-12-31$306,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,085,157
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA LLP
Accountancy firm EIN2018-12-31135381590
2017 : NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,827,263
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,434,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,427,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$923,847
Value of total assets at end of year2017-12-31$13,380,049
Value of total assets at beginning of year2017-12-31$12,987,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,817
Total interest from all sources2017-12-31$2,532
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$7,817
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$455,420
Participant contributions at end of year2017-12-31$52,901
Participant contributions at beginning of year2017-12-31$63,518
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$17,460
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$162,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$392,307
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,380,049
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,987,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$11,589,858
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,454,684
Interest on participant loans2017-12-31$2,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,430,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,038,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,900,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$305,750
Employer contributions (assets) at end of year2017-12-31$306,645
Employer contributions (assets) at beginning of year2017-12-31$413,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,427,139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,647,616
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$895,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$887,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,110,056
Value of total assets at end of year2016-12-31$12,987,742
Value of total assets at beginning of year2016-12-31$12,235,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,639
Total interest from all sources2016-12-31$17,923
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$7,639
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$518,410
Participant contributions at end of year2016-12-31$63,518
Participant contributions at beginning of year2016-12-31$129,415
Participant contributions at end of year2016-12-31$17,460
Participant contributions at beginning of year2016-12-31$17,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$752,226
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,987,742
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,235,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$10,454,684
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,881,470
Interest on participant loans2016-12-31$3,403
Interest earned on other investments2016-12-31$14,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,038,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,697,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$519,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$591,646
Employer contributions (assets) at end of year2016-12-31$413,182
Employer contributions (assets) at beginning of year2016-12-31$509,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$887,751
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,348,774
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$574,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$557,577
Value of total corrective distributions2015-12-31$8,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,212,500
Value of total assets at end of year2015-12-31$12,235,516
Value of total assets at beginning of year2015-12-31$11,461,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,328
Total interest from all sources2015-12-31$6,399
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,074
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$561,566
Participant contributions at end of year2015-12-31$129,415
Participant contributions at beginning of year2015-12-31$260,670
Participant contributions at end of year2015-12-31$17,717
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$774,176
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,235,516
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,461,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,977,077
Value of interest in pooled separate accounts at end of year2015-12-31$9,881,470
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$6,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,636,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,636,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,697,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$124,801
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$650,934
Employer contributions (assets) at end of year2015-12-31$509,277
Employer contributions (assets) at beginning of year2015-12-31$587,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$557,577
Contract administrator fees2015-12-31$8,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,866,024
Total of all expenses incurred2014-12-31$135,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$129,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,348,230
Value of total assets at end of year2014-12-31$11,461,340
Value of total assets at beginning of year2014-12-31$9,730,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,405
Total interest from all sources2014-12-31$15,004
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$135,070
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$135,070
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$595,354
Participant contributions at end of year2014-12-31$260,670
Participant contributions at beginning of year2014-12-31$235,788
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,916
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$1,730,598
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,461,340
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,730,742
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$6,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,977,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,415,419
Interest on participant loans2014-12-31$8,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,636,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,575,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,575,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$367,720
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$739,960
Employer contributions (assets) at end of year2014-12-31$587,575
Employer contributions (assets) at beginning of year2014-12-31$503,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$129,021
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31GALANTI & COMPANY PC
Accountancy firm EIN2014-12-31581494940
2013 : NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,444,930
Total of all expenses incurred2013-12-31$278,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$274,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,211,233
Value of total assets at end of year2013-12-31$9,730,742
Value of total assets at beginning of year2013-12-31$7,564,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,125
Total interest from all sources2013-12-31$8,143
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$73,702
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$73,702
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$525,531
Participant contributions at end of year2013-12-31$235,788
Participant contributions at beginning of year2013-12-31$238,308
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,251
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$2,166,002
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,730,742
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,564,740
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$4,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,415,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,214,292
Interest on participant loans2013-12-31$8,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,575,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,685,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,685,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$50
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,151,852
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$683,451
Employer contributions (assets) at end of year2013-12-31$503,678
Employer contributions (assets) at beginning of year2013-12-31$426,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$274,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31GALANTI & COMPANY PC
Accountancy firm EIN2013-12-31581494940
2012 : NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,585,935
Total of all expenses incurred2012-12-31$579,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$576,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$999,774
Value of total assets at end of year2012-12-31$7,564,740
Value of total assets at beginning of year2012-12-31$6,558,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,775
Total interest from all sources2012-12-31$7,586
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$78,175
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$78,175
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$437,170
Participant contributions at end of year2012-12-31$238,308
Participant contributions at beginning of year2012-12-31$206,885
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,591
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$1,006,309
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,564,740
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,558,431
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$2,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,214,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,394,334
Interest on participant loans2012-12-31$7,540
Income. Interest from loans (other than to participants)2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,685,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,650,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,650,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$500,400
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$538,013
Employer contributions (assets) at end of year2012-12-31$426,610
Employer contributions (assets) at beginning of year2012-12-31$306,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$576,851
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 name2012-12-31GALANTI & COMPANY, PC
Accountancy firm EIN2012-12-31581494940
2011 : NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$660,505
Total of all expenses incurred2011-12-31$427,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$424,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$791,981
Value of total assets at end of year2011-12-31$6,558,431
Value of total assets at beginning of year2011-12-31$6,325,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,570
Total interest from all sources2011-12-31$5,410
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$64,574
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$64,574
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$340,212
Participant contributions at end of year2011-12-31$206,885
Participant contributions at beginning of year2011-12-31$99,221
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,714
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$232,822
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,558,431
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,325,609
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$3,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,394,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,444,846
Interest on participant loans2011-12-31$5,366
Income. Interest from loans (other than to participants)2011-12-31$44
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,650,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,501,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,501,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-201,460
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$424,055
Employer contributions (assets) at end of year2011-12-31$306,324
Employer contributions (assets) at beginning of year2011-12-31$280,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$424,113
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
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 name2011-12-31GALANTI & COMPANY, PC
Accountancy firm EIN2011-12-31581494940
2010 : NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,435,793
Total of all expenses incurred2010-12-31$57,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$55,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$909,505
Value of total assets at end of year2010-12-31$6,325,609
Value of total assets at beginning of year2010-12-31$4,946,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,310
Total interest from all sources2010-12-31$4,033
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$46,047
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$46,047
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$318,083
Participant contributions at end of year2010-12-31$99,221
Participant contributions at beginning of year2010-12-31$71,684
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$209,204
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$1,378,679
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,325,609
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,946,930
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
Investment advisory and management fees2010-12-31$1,310
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,444,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,246,665
Interest on participant loans2010-12-31$3,912
Income. Interest from loans (other than to participants)2010-12-31$121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,501,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,383,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,383,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$476,208
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$382,218
Employer contributions (assets) at end of year2010-12-31$280,454
Employer contributions (assets) at beginning of year2010-12-31$244,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$55,804
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
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 name2010-12-31GALANTI & COMPANY PC
Accountancy firm EIN2010-12-31581494940

Form 5500 Responses for NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN

2022: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NIDEC ELESYS AMERICAS 401(K) RETIREMENT 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NIDEC ELESYS AMERICAS 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601202000
Policy instance 1
Insurance contract or identification number601202000
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601602-000
Policy instance 1
Insurance contract or identification number601602-000
Number of Individuals Covered180
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $36,777
Total amount of fees paid to insurance companyUSD $6,971
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $36,777
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601602-000
Policy instance 1
Insurance contract or identification number601602-000
Number of Individuals Covered182
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $35,022
Total amount of fees paid to insurance companyUSD $6,619
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $35,022
Insurance broker organization code?3
Amount paid for insurance broker fees6619
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601602-000
Policy instance 1
Insurance contract or identification number601602-000
Number of Individuals Covered190
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $35,754
Total amount of fees paid to insurance companyUSD $6,629
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $35,754
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameRETIRMENT STRATEGIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601602-000
Policy instance 1
Insurance contract or identification number601602-000
Number of Individuals Covered290
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $58,399
Total amount of fees paid to insurance companyUSD $27,726
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,399
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameRETIRMENT STRATEGIES, INC.

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