Plan Name | EPSON AMERICA, INC. EMPLOYEES' RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | EPSON AMERICA, INC. |
Employer identification number (EIN): | 952935679 |
NAIC Classification: | 423400 |
Additional information about EPSON AMERICA, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1975-04-01 |
Company Identification Number: | C0742859 |
Legal Registered Office Address: |
2710 Gateway Oaks Dr Ste 150N Sacramento United States of America (USA) 95833 |
More information about EPSON AMERICA, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-01-01 | MICHAEL A. FORMICA | MICHAEL A. FORMICA | 2016-10-14 | |
001 | 2014-01-01 | MICHAEL A. FORMICA | MICHAEL A. FORMICA | 2015-10-13 | |
001 | 2013-01-01 | MICHAEL A. FORMICA | MICHAEL A. FORMICA | 2014-10-14 | |
001 | 2012-01-01 | MICHAEL A. FORMICA | MICHAEL A. FORMICA | 2013-10-01 | |
001 | 2011-01-01 | MICHAEL A. FORMICA | MICHAEL A. FORMICA | 2013-01-16 | |
001 | 2010-01-01 | MICHAEL FORMICA | MICHAEL FORMICA | 2011-10-13 | |
001 | 2009-01-01 | MICHAEL FORMICA |
Measure | Date | Value |
---|---|---|
2015: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,098 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,027 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 796 |
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 | 213 |
Total of all active and inactive participants | 2014-01-01 | 1,009 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 1,010 |
Number of participants with account balances | 2014-01-01 | 1,002 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 29 |
2013: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,016 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 752 |
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 | 203 |
Total of all active and inactive participants | 2013-01-01 | 955 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 956 |
Number of participants with account balances | 2013-01-01 | 943 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 38 |
2012: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 989 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 754 |
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 | 213 |
Total of all active and inactive participants | 2012-01-01 | 967 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 967 |
Number of participants with account balances | 2012-01-01 | 957 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 31 |
2011: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 948 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 749 |
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 | 195 |
Total of all active and inactive participants | 2011-01-01 | 944 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 945 |
Number of participants with account balances | 2011-01-01 | 938 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 18 |
2010: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 925 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 722 |
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 | 298 |
Total of all active and inactive participants | 2010-01-01 | 1,020 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 1,020 |
Number of participants with account balances | 2010-01-01 | 1,020 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 37 |
2009: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 882 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 731 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 194 |
Total of all active and inactive participants | 2009-01-01 | 925 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 925 |
Number of participants with account balances | 2009-01-01 | 925 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 25 |
Measure | Date | Value |
---|---|---|
2015 : EPSON AMERICA, INC. EMPLOYEES' RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $58,011,694 |
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 | $5,706,909 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,315,296 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,315,296 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,689,259 |
Value of total assets at end of year | 2015-12-31 | $0 |
Value of total assets at beginning of year | 2015-12-31 | $55,620,081 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $5,204,015 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $5,204,015 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $2,689,259 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $2,689,259 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other income not declared elsewhere | 2015-12-31 | $3,148 |
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 | $2,391,613 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $55,620,081 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $55,620,081 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,189,513 |
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 | $2,689,259 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,315,296 |
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 | No |
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 | Yes |
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 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2015-12-31 | 952036255 |
2014 : EPSON AMERICA, INC. EMPLOYEES' 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 | $8,515,459 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,772,418 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,772,418 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,485,060 |
Value of total assets at end of year | 2014-12-31 | $55,620,081 |
Value of total assets at beginning of year | 2014-12-31 | $48,877,040 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $5,052,651 |
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 | $5,052,651 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $2,485,060 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $2,485,060 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other income not declared elsewhere | 2014-12-31 | $5,145 |
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 | $6,743,041 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $55,620,081 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $48,877,040 |
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 | $55,620,081 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $48,877,040 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $972,603 |
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 | $2,485,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,772,418 |
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 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2014-12-31 | 952036255 |
2013 : EPSON AMERICA, INC. EMPLOYEES' 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 | $11,392,011 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,641,362 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,641,362 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,379,562 |
Value of total assets at end of year | 2013-12-31 | $48,877,040 |
Value of total assets at beginning of year | 2013-12-31 | $40,126,391 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,761,600 |
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 | $2,761,600 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $2,379,562 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $2,379,562 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
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 | $8,750,649 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $48,877,040 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $40,126,391 |
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 | $48,877,040 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $40,126,391 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $6,250,849 |
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 | $2,379,562 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,641,362 |
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 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2013-12-31 | 952036255 |
2012 : EPSON AMERICA, INC. EMPLOYEES' 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 | $7,090,206 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,392,009 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,392,009 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,319,211 |
Value of total assets at end of year | 2012-12-31 | $40,126,391 |
Value of total assets at beginning of year | 2012-12-31 | $34,428,194 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,356,308 |
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 | $2,356,308 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $2,319,211 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $2,319,211 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
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 | $5,698,197 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $40,126,391 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $34,428,194 |
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 | $40,126,391 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $29,510,448 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $4,917,746 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,502,984 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $-88,297 |
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 | $2,319,211 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,392,009 |
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 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2012-12-31 | 952036255 |
2011 : EPSON AMERICA, INC. EMPLOYEES' 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 | $3,635,725 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $877,752 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $877,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,263,227 |
Value of total assets at end of year | 2011-12-31 | $34,428,194 |
Value of total assets at beginning of year | 2011-12-31 | $31,670,221 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $473,019 |
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 | $473,019 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $1,972,167 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $1,972,167 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $291,060 |
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 | $2,757,973 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $34,428,194 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $31,670,221 |
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 | $29,510,448 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $26,835,745 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,917,746 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,834,476 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $833,810 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $65,669 |
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 | $2,263,227 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $586,692 |
Did the plan have assets held for investment | 2011-12-31 | No |
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 | MILLER, KAPLAN, ARASE & CO.,LLP |
Accountancy firm EIN | 2011-12-31 | 952036255 |
2010 : EPSON AMERICA, INC. EMPLOYEES' 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 | $4,831,350 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,416,035 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,415,856 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,820,665 |
Value of total assets at end of year | 2010-12-31 | $31,670,221 |
Value of total assets at beginning of year | 2010-12-31 | $28,254,906 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $179 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $512,535 |
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 | $512,535 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $1,820,665 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $1,820,665 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $179 |
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 | $3,415,315 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $31,670,221 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,254,906 |
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 | $26,835,745 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $22,757,313 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,834,476 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $4,709,107 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,372,781 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $125,369 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 | $1,820,665 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $788,486 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,415,856 |
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 | MILLER, KAPLAN, ARASE & CO., LLP |
Accountancy firm EIN | 2010-12-31 | 952036255 |
2009 : EPSON AMERICA, INC. EMPLOYEES' RETIREMENT PLAN 2009 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $2,333,959 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $2,333,959 |
2015: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT 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 | Yes |
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: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
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: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT 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: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT 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: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
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: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT 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 |
2009: EPSON AMERICA, INC. EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |