Plan Name | METSO OUTOTEC RETIREMENT SAVINGS PLAN |
Plan identification number | 024 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | METSO OUTOTEC USA INC. |
Employer identification number (EIN): | 880298664 |
NAIC Classification: | 339900 |
Additional information about METSO OUTOTEC USA INC.
Jurisdiction of Incorporation: | Nevada Department of State |
Incorporation Date: | 1992-12-31 |
Company Identification Number: | 19921080102 |
Legal Registered Office Address: |
701 S CARSON ST STE 200 CARSON CITY United States of America (USA) 89701 |
More information about METSO OUTOTEC USA INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
024 | 2022-01-01 | ||||
024 | 2021-01-01 | ||||
024 | 2020-01-01 | ||||
024 | 2019-01-01 | ||||
024 | 2018-01-01 | ||||
024 | 2017-01-01 | ROBERT MANIACI | |||
024 | 2016-01-01 | ROBERT MANIACI | |||
024 | 2015-01-01 | ROBERT MANIACI | ROBERT MANIACI | 2016-09-29 | |
024 | 2015-01-01 | BOB MANIACI | |||
024 | 2015-01-01 | ||||
024 | 2015-01-01 | ||||
024 | 2014-01-01 | ROBERT MANIACI | ROBERT MANIACI | 2015-10-13 | |
024 | 2014-01-01 | ROBERT MANIACI | ROBERT MANIACI | 2015-10-13 | |
024 | 2013-01-01 | BOB MANIACI | |||
024 | 2012-01-01 | ROBERT P. MANIACI | ROBERT P. MANIACI | 2013-10-15 | |
024 | 2011-01-01 | ROBERT MANIACI | |||
024 | 2010-01-01 | STEVE HERALY |
Measure | Date | Value |
---|---|---|
2022: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,567 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 842 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 551 |
Total of all active and inactive participants | 2022-01-01 | 1,411 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 21 |
Total participants | 2022-01-01 | 1,432 |
Number of participants with account balances | 2022-01-01 | 1,402 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 59 |
2021: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,716 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 852 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 565 |
Total of all active and inactive participants | 2021-01-01 | 1,436 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 24 |
Total participants | 2021-01-01 | 1,460 |
Number of participants with account balances | 2021-01-01 | 1,436 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 44 |
2020: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2,217 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 933 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 619 |
Total of all active and inactive participants | 2020-01-01 | 1,552 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 23 |
Total participants | 2020-01-01 | 1,575 |
Number of participants with account balances | 2020-01-01 | 1,432 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 184 |
2019: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2,299 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,399 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 791 |
Total of all active and inactive participants | 2019-01-01 | 2,190 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 27 |
Total participants | 2019-01-01 | 2,217 |
Number of participants with account balances | 2019-01-01 | 2,177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 30 |
2018: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2,294 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,377 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 893 |
Total of all active and inactive participants | 2018-01-01 | 2,270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 28 |
Total participants | 2018-01-01 | 2,298 |
Number of participants with account balances | 2018-01-01 | 2,243 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 13 |
2017: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2,420 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,270 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 989 |
Total of all active and inactive participants | 2017-01-01 | 2,259 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 35 |
Total participants | 2017-01-01 | 2,294 |
Number of participants with account balances | 2017-01-01 | 2,244 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 27 |
2016: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2,682 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,328 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,065 |
Total of all active and inactive participants | 2016-01-01 | 2,393 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 26 |
Total participants | 2016-01-01 | 2,419 |
Number of participants with account balances | 2016-01-01 | 2,401 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 36 |
2015: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3,032 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,747 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 992 |
Total of all active and inactive participants | 2015-01-01 | 2,739 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 29 |
Total participants | 2015-01-01 | 2,768 |
Number of participants with account balances | 2015-01-01 | 2,675 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 66 |
2014: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4,337 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,114 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 879 |
Total of all active and inactive participants | 2014-01-01 | 2,993 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 38 |
Total participants | 2014-01-01 | 3,031 |
Number of participants with account balances | 2014-01-01 | 2,919 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 65 |
2013: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 4,262 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3,104 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,195 |
Total of all active and inactive participants | 2013-01-01 | 4,299 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 38 |
Total participants | 2013-01-01 | 4,337 |
Number of participants with account balances | 2013-01-01 | 4,223 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 105 |
2012: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 4,446 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3,088 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,144 |
Total of all active and inactive participants | 2012-01-01 | 4,232 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 30 |
Total participants | 2012-01-01 | 4,262 |
Number of participants with account balances | 2012-01-01 | 4,085 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 92 |
2011: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3,369 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3,326 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,097 |
Total of all active and inactive participants | 2011-01-01 | 4,423 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 23 |
Total participants | 2011-01-01 | 4,446 |
Number of participants with account balances | 2011-01-01 | 3,880 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 45 |
2010: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,589 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2,661 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 689 |
Total of all active and inactive participants | 2010-01-01 | 3,350 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 19 |
Total participants | 2010-01-01 | 3,369 |
Number of participants with account balances | 2010-01-01 | 2,324 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 9 |
Measure | Date | Value |
---|---|---|
2022 : METSO OUTOTEC RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-31,847,410 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $23,266,728 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $23,074,298 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $9,411 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $14,986,008 |
Value of total assets at end of year | 2022-12-31 | $226,011,092 |
Value of total assets at beginning of year | 2022-12-31 | $281,125,230 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $183,019 |
Total interest from all sources | 2022-12-31 | $55,997 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,410,752 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,410,752 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $7,896,810 |
Participant contributions at end of year | 2022-12-31 | $1,226,165 |
Participant contributions at beginning of year | 2022-12-31 | $1,289,721 |
Participant contributions at end of year | 2022-12-31 | $189,802 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,104,583 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $767 |
Other income not declared elsewhere | 2022-12-31 | $544,632 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-55,114,138 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $226,011,092 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $281,125,230 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $56,584 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $166,615,183 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $188,314,685 |
Interest on participant loans | 2022-12-31 | $55,997 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $57,846,108 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $91,520,824 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-42,021,927 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-8,822,872 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $3,984,615 |
Employer contributions (assets) at end of year | 2022-12-31 | $133,834 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $23,073,531 |
Contract administrator fees | 2022-12-31 | $126,435 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : METSO OUTOTEC RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $7,097,835 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $47,627,653 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $35,173,255 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $34,979,518 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $20,617 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $12,926,746 |
Value of total assets at end of year | 2021-12-31 | $281,125,230 |
Value of total assets at beginning of year | 2021-12-31 | $261,572,997 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $173,120 |
Total interest from all sources | 2021-12-31 | $64,098 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,209,822 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,209,822 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $7,369,594 |
Participant contributions at end of year | 2021-12-31 | $1,289,721 |
Participant contributions at beginning of year | 2021-12-31 | $1,297,721 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,466,886 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $7,540 |
Other income not declared elsewhere | 2021-12-31 | $196,091 |
Administrative expenses (other) incurred | 2021-12-31 | $84,617 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $12,454,398 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $281,125,230 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $261,572,997 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $10,913 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $188,314,685 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $172,104,625 |
Interest on participant loans | 2021-12-31 | $64,098 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $91,520,824 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $88,170,651 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $22,696,172 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $9,534,724 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $4,090,266 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $34,971,978 |
Contract administrator fees | 2021-12-31 | $77,590 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : METSO OUTOTEC RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $68,983,291 |
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 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $36,085,693 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $26,759,657 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $26,542,589 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $16,507 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $12,747,105 |
Value of total assets at end of year | 2020-12-31 | $261,572,997 |
Value of total assets at beginning of year | 2020-12-31 | $321,230,252 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $200,561 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $85,961 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,967,164 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,967,164 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $7,986,517 |
Participant contributions at end of year | 2020-12-31 | $1,297,721 |
Participant contributions at beginning of year | 2020-12-31 | $2,332,020 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $265,339 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $65,697 |
Administrative expenses (other) incurred | 2020-12-31 | $200,561 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $9,326,036 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $261,572,997 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $321,230,252 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $172,104,625 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $220,489,519 |
Interest on participant loans | 2020-12-31 | $85,961 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $88,170,651 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $98,408,713 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $16,811,864 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $4,407,902 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $4,495,249 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $26,542,589 |
Contract administrator fees | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : METSO OUTOTEC RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $71,568,411 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $27,139,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $26,830,290 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $46,148 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $16,685,445 |
Value of total assets at end of year | 2019-12-31 | $321,230,252 |
Value of total assets at beginning of year | 2019-12-31 | $276,801,586 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $263,307 |
Total interest from all sources | 2019-12-31 | $130,458 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,061,253 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,061,253 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $10,282,588 |
Participant contributions at end of year | 2019-12-31 | $2,332,020 |
Participant contributions at beginning of year | 2019-12-31 | $2,604,762 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $800,952 |
Other income not declared elsewhere | 2019-12-31 | $-61,826 |
Administrative expenses (other) incurred | 2019-12-31 | $263,307 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $22 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $44,428,666 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $321,230,252 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $276,801,586 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $220,489,519 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $185,649,066 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $130,458 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $98,408,713 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $88,547,736 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $41,011,580 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $10,741,501 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $5,601,905 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $26,830,290 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : METSO OUTOTEC RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,933,718 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $31,730,455 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $31,448,739 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $15,942,779 |
Value of total assets at end of year | 2018-12-31 | $276,801,586 |
Value of total assets at beginning of year | 2018-12-31 | $306,598,323 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $281,716 |
Total interest from all sources | 2018-12-31 | $133,722 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,775,453 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,775,453 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $9,341,767 |
Participant contributions at end of year | 2018-12-31 | $2,604,762 |
Participant contributions at beginning of year | 2018-12-31 | $2,595,676 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,479,686 |
Other income not declared elsewhere | 2018-12-31 | $5,362 |
Administrative expenses (other) incurred | 2018-12-31 | $281,716 |
Total non interest bearing cash at end of year | 2018-12-31 | $22 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-29,796,737 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $276,801,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $306,598,323 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $185,649,066 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $224,948,576 |
Interest on participant loans | 2018-12-31 | $133,722 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $88,547,736 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $79,054,071 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-15,254,230 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,669,368 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $5,121,326 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $31,448,739 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : METSO OUTOTEC RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $58,284,418 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $38,258,619 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $37,861,580 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $15,202,060 |
Value of total assets at end of year | 2017-12-31 | $306,598,323 |
Value of total assets at beginning of year | 2017-12-31 | $286,572,524 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $397,039 |
Total interest from all sources | 2017-12-31 | $123,515 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,652,738 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,652,738 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $9,027,460 |
Participant contributions at end of year | 2017-12-31 | $2,595,676 |
Participant contributions at beginning of year | 2017-12-31 | $2,906,815 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,540,962 |
Other income not declared elsewhere | 2017-12-31 | $75,027 |
Administrative expenses (other) incurred | 2017-12-31 | $397,039 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $20,025,799 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $306,598,323 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $286,572,524 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $224,948,576 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $199,827,069 |
Interest on participant loans | 2017-12-31 | $123,515 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $79,054,071 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $83,838,640 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $34,713,068 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $5,518,010 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $4,633,638 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $37,861,580 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SCHENCK BUSINESS SOLUTIONS |
Accountancy firm EIN | 2017-12-31 | 391173131 |
2016 : METSO OUTOTEC RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $36,851,627 |
Total loss/gain on sale of assets | 2016-12-31 | $156 |
Total of all expenses incurred | 2016-12-31 | $44,564,609 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $44,184,369 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $20,480 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $15,597,829 |
Value of total assets at end of year | 2016-12-31 | $286,572,524 |
Value of total assets at beginning of year | 2016-12-31 | $294,285,506 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $359,760 |
Total interest from all sources | 2016-12-31 | $139,485 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,692,494 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,692,494 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $8,809,266 |
Participant contributions at end of year | 2016-12-31 | $2,906,815 |
Participant contributions at beginning of year | 2016-12-31 | $3,738,332 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $763,275 |
Other income not declared elsewhere | 2016-12-31 | $25,372 |
Administrative expenses (other) incurred | 2016-12-31 | $359,760 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-7,712,982 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $286,572,524 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $294,285,506 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $199,827,069 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $203,149,687 |
Interest on participant loans | 2016-12-31 | $139,485 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $83,838,640 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $87,397,487 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $14,995,514 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $3,400,777 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $6,025,288 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $44,184,369 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $156 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SCHENCK BUSINESS SOLUTIONS |
Accountancy firm EIN | 2016-12-31 | 391173131 |
2015 : METSO OUTOTEC RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $18,996,014 |
Total loss/gain on sale of assets | 2015-12-31 | $86 |
Total of all expenses incurred | 2015-12-31 | $62,758,209 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $62,301,332 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $17,562,089 |
Value of total assets at end of year | 2015-12-31 | $294,285,506 |
Value of total assets at beginning of year | 2015-12-31 | $338,047,701 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $456,877 |
Total interest from all sources | 2015-12-31 | $172,670 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,533,255 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,533,255 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $10,172,519 |
Participant contributions at end of year | 2015-12-31 | $3,738,332 |
Participant contributions at beginning of year | 2015-12-31 | $4,361,381 |
Participant contributions at beginning of year | 2015-12-31 | $98,878 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $218,722 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $456,877 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $-2,033 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-43,762,195 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $294,285,506 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $338,047,701 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $203,149,687 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $237,554,082 |
Interest on participant loans | 2015-12-31 | $172,670 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $87,397,487 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $95,977,862 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,531,173 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,259,087 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $7,170,848 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $57,531 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $62,301,332 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $86 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SCHENCK SC |
Accountancy firm EIN | 2015-12-31 | 391173131 |
2014 : METSO OUTOTEC RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $152,449,907 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $38,318,862 |
Total loss/gain on sale of assets | 2014-12-31 | $2,715 |
Total of all expenses incurred | 2014-12-31 | $39,556,985 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $39,077,709 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $-1,027 |
Value of total corrective distributions | 2014-12-31 | $2,459 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $21,082,568 |
Value of total assets at end of year | 2014-12-31 | $338,047,701 |
Value of total assets at beginning of year | 2014-12-31 | $491,735,731 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $477,844 |
Total interest from all sources | 2014-12-31 | $175,825 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $9,887,511 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $9,887,511 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $11,899,517 |
Participant contributions at end of year | 2014-12-31 | $4,361,381 |
Participant contributions at beginning of year | 2014-12-31 | $5,908,688 |
Participant contributions at end of year | 2014-12-31 | $98,878 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $958,008 |
Other income not declared elsewhere | 2014-12-31 | $10,346 |
Administrative expenses (other) incurred | 2014-12-31 | $477,844 |
Total non interest bearing cash at end of year | 2014-12-31 | $-2,033 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $119 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-1,238,123 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $338,047,701 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $491,735,731 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $237,554,082 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $352,428,190 |
Interest on participant loans | 2014-12-31 | $175,825 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $95,977,862 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $133,398,734 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,968,510 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,191,387 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $8,225,043 |
Employer contributions (assets) at end of year | 2014-12-31 | $57,531 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $39,077,709 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $2,715 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SCHENCK SC |
Accountancy firm EIN | 2014-12-31 | 391173131 |
2013 : METSO OUTOTEC RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $14,223,368 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $107,081,616 |
Total loss/gain on sale of assets | 2013-12-31 | $48,384 |
Total of all expenses incurred | 2013-12-31 | $34,547,887 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $33,750,935 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $-10,705 |
Value of total corrective distributions | 2013-12-31 | $1,022 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $29,653,166 |
Value of total assets at end of year | 2013-12-31 | $491,735,731 |
Value of total assets at beginning of year | 2013-12-31 | $404,978,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $806,635 |
Total interest from all sources | 2013-12-31 | $247,567 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $8,218,374 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $8,218,374 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $17,877,922 |
Participant contributions at end of year | 2013-12-31 | $5,908,688 |
Participant contributions at beginning of year | 2013-12-31 | $5,467,316 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,377,184 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $24,615 |
Other income not declared elsewhere | 2013-12-31 | $62,261 |
Administrative expenses (other) incurred | 2013-12-31 | $806,635 |
Total non interest bearing cash at end of year | 2013-12-31 | $119 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $-28 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $72,533,729 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $491,735,731 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $404,978,634 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $352,428,190 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $279,799,235 |
Interest on participant loans | 2013-12-31 | $247,567 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $133,398,734 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $119,687,496 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $60,800,560 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $8,051,304 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $10,398,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $33,750,935 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $819,673 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $771,289 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SCHENCK BUSINESS SOLUTIONS |
Accountancy firm EIN | 2013-12-31 | 391173131 |
2012 : METSO OUTOTEC RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $151,896 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $70,100,077 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $26,233,963 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $25,484,427 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $-17,049 |
Value of total corrective distributions | 2012-12-31 | $7,852 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $27,202,484 |
Value of total assets at end of year | 2012-12-31 | $404,978,634 |
Value of total assets at beginning of year | 2012-12-31 | $360,960,624 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $758,733 |
Total interest from all sources | 2012-12-31 | $241,053 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $6,655,454 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $6,655,454 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $16,536,431 |
Participant contributions at end of year | 2012-12-31 | $5,467,316 |
Participant contributions at beginning of year | 2012-12-31 | $5,053,104 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,389,884 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $24,615 |
Other income not declared elsewhere | 2012-12-31 | $26,381 |
Administrative expenses (other) incurred | 2012-12-31 | $758,733 |
Total non interest bearing cash at end of year | 2012-12-31 | $-28 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $23,549 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $43,866,114 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $404,978,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $360,960,624 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $279,799,235 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $240,611,801 |
Interest on participant loans | 2012-12-31 | $241,053 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $119,687,496 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $115,272,170 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $31,791,036 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $4,183,669 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $9,276,169 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $25,484,427 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SCHENCK BUSINESS SOLUTIONS |
Accountancy firm EIN | 2012-12-31 | 391173131 |
2011 : METSO OUTOTEC RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $288,302 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $23,806,044 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $28,296,870 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $27,559,155 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $38,334 |
Value of total corrective distributions | 2011-12-31 | $77,667 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $25,307,695 |
Value of total assets at end of year | 2011-12-31 | $360,960,624 |
Value of total assets at beginning of year | 2011-12-31 | $365,163,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $621,714 |
Total interest from all sources | 2011-12-31 | $252,562 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,751,752 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,751,752 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $15,465,629 |
Participant contributions at end of year | 2011-12-31 | $5,053,104 |
Participant contributions at beginning of year | 2011-12-31 | $4,886,591 |
Participant contributions at beginning of year | 2011-12-31 | $183,347 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $855,816 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $10,209 |
Other income not declared elsewhere | 2011-12-31 | $603,186 |
Administrative expenses (other) incurred | 2011-12-31 | $621,714 |
Total non interest bearing cash at end of year | 2011-12-31 | $23,549 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $26,381 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-4,490,826 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $360,960,624 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $365,163,148 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $240,611,801 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $257,161,818 |
Interest on participant loans | 2011-12-31 | $252,562 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $115,272,170 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $102,713,145 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-6,208,481 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $2,099,330 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $8,986,250 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $181,657 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $27,559,155 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SCHENCK BUSINESS SOLUTIONS |
Accountancy firm EIN | 2011-12-31 | 391173131 |
2010 : METSO OUTOTEC RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $117,682,232 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $39,924,654 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $22,255,175 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $21,792,138 |
Value of total corrective distributions | 2010-12-31 | $10,475 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $16,029,228 |
Value of total assets at end of year | 2010-12-31 | $365,163,148 |
Value of total assets at beginning of year | 2010-12-31 | $229,811,437 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $452,562 |
Total interest from all sources | 2010-12-31 | $161,363 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,531,020 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,531,020 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $9,489,155 |
Participant contributions at end of year | 2010-12-31 | $4,886,591 |
Participant contributions at beginning of year | 2010-12-31 | $2,969,070 |
Participant contributions at end of year | 2010-12-31 | $183,347 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $192,491 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $10,209 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $46,114 |
Administrative expenses (other) incurred | 2010-12-31 | $452,562 |
Total non interest bearing cash at end of year | 2010-12-31 | $26,381 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $12,827 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $17,669,479 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $365,163,148 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $229,811,437 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $257,161,818 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $147,465,182 |
Interest on participant loans | 2010-12-31 | $161,363 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $102,713,145 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $79,318,244 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $19,288,702 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,914,341 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $6,347,582 |
Employer contributions (assets) at end of year | 2010-12-31 | $181,657 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $21,792,138 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SCHENCK BUSINESS SOLUTIONS |
Accountancy firm EIN | 2010-12-31 | 391173131 |
2022: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: METSO OUTOTEC RETIREMENT SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |