GLOBAL FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2022 : GLOBAL 401(K) RETIREMENT PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $13,904,332 |
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 | $-2,836,627 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $10,166,422 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $9,882,034 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $41,496 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $14,417,116 |
Value of total assets at end of year | 2022-12-31 | $114,002,244 |
Value of total assets at beginning of year | 2022-12-31 | $113,100,961 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $242,892 |
Total interest from all sources | 2022-12-31 | $331,213 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,174,666 |
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 | $3,174,666 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
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 | $8,819,990 |
Participant contributions at end of year | 2022-12-31 | $2,057,743 |
Participant contributions at beginning of year | 2022-12-31 | $2,022,869 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $916,233 |
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 | $-13,003,049 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $114,002,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $113,100,961 |
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 | $87,137 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $91,134,783 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $94,080,501 |
Interest on participant loans | 2022-12-31 | $75,251 |
Interest earned on other investments | 2022-12-31 | $255,962 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $20,809,718 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $16,997,591 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-20,759,622 |
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 | No |
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 | $4,680,893 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $9,882,034 |
Contract administrator fees | 2022-12-31 | $155,755 |
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 | CROWE LLP |
Accountancy firm EIN | 2022-12-31 | 350921680 |
2021 : GLOBAL 401(K) RETIREMENT 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 | $44,436,622 |
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 | $24,343,630 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $11,183,005 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $10,931,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $11,813,275 |
Value of total assets at end of year | 2021-12-31 | $113,100,961 |
Value of total assets at beginning of year | 2021-12-31 | $55,503,714 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $251,300 |
Total interest from all sources | 2021-12-31 | $314,749 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,686,099 |
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 | $2,686,099 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $7,117,702 |
Participant contributions at end of year | 2021-12-31 | $2,022,869 |
Participant contributions at beginning of year | 2021-12-31 | $1,324,202 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,242,944 |
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 | $13,160,625 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $113,100,961 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $55,503,714 |
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 | $88,987 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $94,080,501 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $47,721,355 |
Interest on participant loans | 2021-12-31 | $78,887 |
Interest earned on other investments | 2021-12-31 | $235,862 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $16,997,591 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $6,458,157 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $9,529,507 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $3,452,629 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,931,705 |
Contract administrator fees | 2021-12-31 | $162,313 |
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 | CROWE LLP |
Accountancy firm EIN | 2021-12-31 | 350921680 |
2020 : GLOBAL 401(K) RETIREMENT PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $15,597,525 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,976,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,858,435 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $9,195,467 |
Value of total assets at end of year | 2020-12-31 | $55,503,714 |
Value of total assets at beginning of year | 2020-12-31 | $43,882,336 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $117,712 |
Total interest from all sources | 2020-12-31 | $66,517 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,109,807 |
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 | $1,109,807 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,876,290 |
Participant contributions at end of year | 2020-12-31 | $1,324,202 |
Participant contributions at beginning of year | 2020-12-31 | $1,322,538 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,787,059 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $11,621,378 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $55,503,714 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $43,882,336 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $47,721,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $39,600,141 |
Interest on participant loans | 2020-12-31 | $66,517 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $6,458,157 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,959,657 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,225,734 |
Net investment gain or loss from common/collective trusts | 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 | $2,532,118 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,858,435 |
Contract administrator fees | 2020-12-31 | $117,712 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CROWE LLP |
Accountancy firm EIN | 2020-12-31 | 350921680 |
2019 : GLOBAL 401(K) RETIREMENT 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 | $13,908,580 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,967,820 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,859,003 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,863,617 |
Value of total assets at end of year | 2019-12-31 | $43,882,336 |
Value of total assets at beginning of year | 2019-12-31 | $32,941,576 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $108,817 |
Total interest from all sources | 2019-12-31 | $112,488 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $883,634 |
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 | $883,634 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $4,057,311 |
Participant contributions at end of year | 2019-12-31 | $1,322,538 |
Participant contributions at beginning of year | 2019-12-31 | $1,086,390 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $743,640 |
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 | $10,940,760 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $43,882,336 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $32,941,576 |
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 | $39,600,141 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $28,975,591 |
Interest on participant loans | 2019-12-31 | $57,462 |
Interest earned on other investments | 2019-12-31 | $55,026 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,959,657 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,879,595 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,048,841 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
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 | $2,062,666 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,859,003 |
Contract administrator fees | 2019-12-31 | $108,817 |
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 | CROWE LLP |
Accountancy firm EIN | 2019-12-31 | 350921680 |
2018 : GLOBAL 401(K) RETIREMENT 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 | $4,047,247 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,933,256 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,837,686 |
Value of total corrective distributions | 2018-12-31 | $1,063 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,891,493 |
Value of total assets at end of year | 2018-12-31 | $32,941,576 |
Value of total assets at beginning of year | 2018-12-31 | $31,827,585 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $94,507 |
Total interest from all sources | 2018-12-31 | $91,498 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $987,390 |
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 | $987,390 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,523,548 |
Participant contributions at end of year | 2018-12-31 | $1,086,390 |
Participant contributions at beginning of year | 2018-12-31 | $991,496 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $544,211 |
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 | $1,113,991 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $32,941,576 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $31,827,585 |
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 | $28,975,591 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $27,972,291 |
Interest on participant loans | 2018-12-31 | $41,592 |
Interest earned on other investments | 2018-12-31 | $49,906 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $2,879,595 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,863,798 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,923,134 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
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 | $1,823,734 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,837,686 |
Contract administrator fees | 2018-12-31 | $94,507 |
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 | CROWE LLP |
Accountancy firm EIN | 2018-12-31 | 350921680 |
2017 : GLOBAL 401(K) RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $2,188,739 |
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 | $9,756,953 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,059,365 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,978,613 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $19,710 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,835,936 |
Value of total assets at end of year | 2017-12-31 | $31,827,585 |
Value of total assets at beginning of year | 2017-12-31 | $27,318,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $61,042 |
Total interest from all sources | 2017-12-31 | $75,830 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $446,000 |
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 | $446,000 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
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 | $3,026,537 |
Participant contributions at end of year | 2017-12-31 | $991,496 |
Participant contributions at beginning of year | 2017-12-31 | $826,858 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,214,682 |
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 | $6,697,588 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $31,827,585 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $27,318,736 |
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 | $27,972,291 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $23,686,964 |
Interest on participant loans | 2017-12-31 | $33,254 |
Interest earned on other investments | 2017-12-31 | $42,576 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,863,798 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $2,804,914 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,399,187 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
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 | $1,594,717 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,978,613 |
Contract administrator fees | 2017-12-31 | $61,042 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
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 | CROWE HORWATH |
Accountancy firm EIN | 2017-12-31 | 350921680 |
2016 : GLOBAL 401(K) RETIREMENT 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 | $6,746,674 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,175,224 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,157,274 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,093,419 |
Value of total assets at end of year | 2016-12-31 | $27,318,736 |
Value of total assets at beginning of year | 2016-12-31 | $22,747,286 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $17,950 |
Total interest from all sources | 2016-12-31 | $27,329 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $48,988 |
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 | $48,988 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
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 | $3,100,085 |
Participant contributions at end of year | 2016-12-31 | $826,858 |
Participant contributions at beginning of year | 2016-12-31 | $794,937 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $411,018 |
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 | $4,571,450 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $27,318,736 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $22,747,286 |
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 | $23,686,964 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $19,923,158 |
Interest on participant loans | 2016-12-31 | $27,329 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,804,914 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,029,191 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,576,938 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
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 | $1,582,316 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,157,274 |
Contract administrator fees | 2016-12-31 | $17,950 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CROWE HORWATH |
Accountancy firm EIN | 2016-12-31 | 350921680 |
2015 : GLOBAL 401(K) RETIREMENT 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 | $4,706,325 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,168,260 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,152,060 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,842,358 |
Value of total assets at end of year | 2015-12-31 | $22,747,286 |
Value of total assets at beginning of year | 2015-12-31 | $20,209,221 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $16,200 |
Total interest from all sources | 2015-12-31 | $73,396 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
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 | $2,775,066 |
Participant contributions at end of year | 2015-12-31 | $794,937 |
Participant contributions at beginning of year | 2015-12-31 | $744,069 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $567,271 |
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 | $2,538,065 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $22,747,286 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $20,209,221 |
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 | $19,923,158 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $18,018,373 |
Interest on participant loans | 2015-12-31 | $23,894 |
Interest earned on other investments | 2015-12-31 | $49,502 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,029,191 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,446,779 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-209,429 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
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 | $1,500,021 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,152,060 |
Contract administrator fees | 2015-12-31 | $16,200 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CROWE HORWATH |
Accountancy firm EIN | 2015-12-31 | 350921680 |
2014 : GLOBAL 401(K) RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $5,344,177 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,888,607 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,872,932 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,190,783 |
Value of total assets at end of year | 2014-12-31 | $20,209,221 |
Value of total assets at beginning of year | 2014-12-31 | $16,753,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $15,675 |
Total interest from all sources | 2014-12-31 | $65,711 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,477,950 |
Participant contributions at end of year | 2014-12-31 | $744,069 |
Participant contributions at beginning of year | 2014-12-31 | $618,547 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $377,924 |
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 | $3,455,570 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $20,209,221 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,753,651 |
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 | $18,018,373 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,918,771 |
Interest on participant loans | 2014-12-31 | $23,211 |
Interest earned on other investments | 2014-12-31 | $42,500 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,446,779 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,216,333 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,087,683 |
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 | $1,334,909 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,872,932 |
Contract administrator fees | 2014-12-31 | $15,675 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CROWE HORWATH |
Accountancy firm EIN | 2014-12-31 | 350921680 |
2013 : GLOBAL 401(K) RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,940,707 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,208,784 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,193,909 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,720,589 |
Value of total assets at end of year | 2013-12-31 | $16,753,651 |
Value of total assets at beginning of year | 2013-12-31 | $12,021,728 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $14,875 |
Total interest from all sources | 2013-12-31 | $45,766 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,239,303 |
Participant contributions at end of year | 2013-12-31 | $618,547 |
Participant contributions at beginning of year | 2013-12-31 | $472,417 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $272,544 |
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 | $4,731,923 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $16,753,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,021,728 |
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 | $14,918,771 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,656,944 |
Interest on participant loans | 2013-12-31 | $17,655 |
Interest earned on other investments | 2013-12-31 | $28,111 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,216,333 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $892,367 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,174,352 |
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 | $1,208,742 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,193,909 |
Contract administrator fees | 2013-12-31 | $14,875 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CROWE HORWATH |
Accountancy firm EIN | 2013-12-31 | 350921680 |
2012 : GLOBAL 401(K) RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
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 | $4,252,766 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,026,972 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,016,272 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,193,973 |
Value of total assets at end of year | 2012-12-31 | $12,021,728 |
Value of total assets at beginning of year | 2012-12-31 | $8,795,934 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $10,700 |
Total interest from all sources | 2012-12-31 | $36,161 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
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 | $1,822,179 |
Participant contributions at end of year | 2012-12-31 | $472,417 |
Participant contributions at beginning of year | 2012-12-31 | $390,476 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $325,304 |
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 | $3,225,794 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $12,021,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,795,934 |
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 | $10,656,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,815,828 |
Interest on participant loans | 2012-12-31 | $13,710 |
Interest earned on other investments | 2012-12-31 | $22,451 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $892,367 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $589,630 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,022,632 |
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 | $1,046,490 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,016,272 |
Contract administrator fees | 2012-12-31 | $10,700 |
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 | CROWE HORWATH |
Accountancy firm EIN | 2012-12-31 | 350921680 |
2011 : GLOBAL 401(K) RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,576,921 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $718,505 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $710,105 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,500,425 |
Value of total assets at end of year | 2011-12-31 | $8,795,934 |
Value of total assets at beginning of year | 2011-12-31 | $6,937,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,400 |
Total interest from all sources | 2011-12-31 | $30,421 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,473,549 |
Participant contributions at end of year | 2011-12-31 | $390,476 |
Participant contributions at beginning of year | 2011-12-31 | $339,543 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $213,099 |
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 | $1,858,416 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,795,934 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,937,518 |
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 | $7,815,828 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,946,091 |
Interest on participant loans | 2011-12-31 | $13,078 |
Interest earned on other investments | 2011-12-31 | $17,343 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $589,630 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $644,838 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $46,075 |
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 | $813,777 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $7,046 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $710,105 |
Contract administrator fees | 2011-12-31 | $8,400 |
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 | CROWE HORWATH |
Accountancy firm EIN | 2011-12-31 | 350921680 |
2010 : GLOBAL 401(K) RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,875,889 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $183,585 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $177,335 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,279,304 |
Value of total assets at end of year | 2010-12-31 | $6,937,518 |
Value of total assets at beginning of year | 2010-12-31 | $4,245,214 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,250 |
Total interest from all sources | 2010-12-31 | $25,861 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,195,961 |
Participant contributions at end of year | 2010-12-31 | $339,543 |
Participant contributions at beginning of year | 2010-12-31 | $117,334 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $456,637 |
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 | $2,692,304 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,937,518 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,245,214 |
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 | $5,946,091 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,632,586 |
Interest on participant loans | 2010-12-31 | $7,673 |
Interest earned on other investments | 2010-12-31 | $18,188 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $644,838 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $494,514 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $570,724 |
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 | $626,706 |
Employer contributions (assets) at end of year | 2010-12-31 | $7,046 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $780 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $177,335 |
Contract administrator fees | 2010-12-31 | $6,250 |
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 | CROWE HORWATH |
Accountancy firm EIN | 2010-12-31 | 350921680 |
2009 : GLOBAL 401(K) RETIREMENT PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |