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Plan Name | PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SIGNIFY NORTH AMERICA CORPORATION |
Employer identification number (EIN): | 043391805 |
NAIC Classification: | 339900 |
Additional information about SIGNIFY NORTH AMERICA CORPORATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2016-11-02 |
Company Identification Number: | 0802575813 |
Legal Registered Office Address: |
400 CROSSING BLVD STE 600 BRIDGEWATER United States of America (USA) 08807 |
More information about SIGNIFY NORTH AMERICA CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | MARY STRAUCH | |||
002 | 2016-01-01 | MARY STRAUCH |
Measure | Date | Value |
---|---|---|
2022: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 4,961 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2,920 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 147 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,974 |
Total of all active and inactive participants | 2022-01-01 | 5,041 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 22 |
Total participants | 2022-01-01 | 5,063 |
Number of participants with account balances | 2022-01-01 | 4,866 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 144 |
2021: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 5,317 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2,856 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 130 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,956 |
Total of all active and inactive participants | 2021-01-01 | 4,942 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 19 |
Total participants | 2021-01-01 | 4,961 |
Number of participants with account balances | 2021-01-01 | 4,800 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 133 |
2020: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 5,167 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3,720 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 128 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,597 |
Total of all active and inactive participants | 2020-01-01 | 5,445 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 15 |
Total participants | 2020-01-01 | 5,460 |
Number of participants with account balances | 2020-01-01 | 3,434 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 33 |
2019: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4,233 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,091 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 134 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,633 |
Total of all active and inactive participants | 2019-01-01 | 3,858 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 13 |
Total participants | 2019-01-01 | 3,871 |
Number of participants with account balances | 2019-01-01 | 3,685 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 84 |
2018: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 4,523 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,481 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 115 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,630 |
Total of all active and inactive participants | 2018-01-01 | 4,226 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 7 |
Total participants | 2018-01-01 | 4,233 |
Number of participants with account balances | 2018-01-01 | 3,979 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 92 |
2017: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 4,693 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,847 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 108 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,563 |
Total of all active and inactive participants | 2017-01-01 | 4,518 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 5 |
Total participants | 2017-01-01 | 4,523 |
Number of participants with account balances | 2017-01-01 | 4,270 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 105 |
2016: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3,077 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 97 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,514 |
Total of all active and inactive participants | 2016-01-01 | 4,688 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 4,693 |
Number of participants with account balances | 2016-01-01 | 4,469 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 57 |
Measure | Date | Value |
---|---|---|
2022 : PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-123,801,805 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $68,704,310 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $68,348,354 |
Value of total corrective distributions | 2022-12-31 | $6,110 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $49,171,388 |
Value of total assets at end of year | 2022-12-31 | $827,131,963 |
Value of total assets at beginning of year | 2022-12-31 | $1,019,638,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $349,846 |
Total interest from all sources | 2022-12-31 | $331,263 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $10,736,122 |
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 | $10,736,122 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $26,953,178 |
Participant contributions at end of year | 2022-12-31 | $6,865,371 |
Participant contributions at beginning of year | 2022-12-31 | $7,315,165 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,231,758 |
Other income not declared elsewhere | 2022-12-31 | $28,508 |
Administrative expenses (other) incurred | 2022-12-31 | $349,846 |
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 | $-192,506,115 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $827,131,963 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,019,638,078 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $338,111,672 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $414,804,429 |
Interest on participant loans | 2022-12-31 | $331,263 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $480,933,244 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $596,323,668 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-73,219,813 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-110,849,273 |
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 | $19,986,452 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,221,676 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,194,816 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $68,348,354 |
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 | 2022-12-31 | Yes |
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 | EISNERAMPER LLP |
Accountancy firm EIN | 2022-12-31 | 871363769 |
2021 : PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) 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 | $241,661,085 |
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 | $172,609,997 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $93,804,402 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $93,440,667 |
Value of total corrective distributions | 2021-12-31 | $16,785 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $49,387,203 |
Value of total assets at end of year | 2021-12-31 | $1,019,638,078 |
Value of total assets at beginning of year | 2021-12-31 | $699,171,398 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $346,950 |
Total interest from all sources | 2021-12-31 | $373,893 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $13,619,493 |
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 | $13,619,493 |
Administrative expenses professional fees incurred | 2021-12-31 | $52,800 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $26,633,484 |
Participant contributions at end of year | 2021-12-31 | $7,315,165 |
Participant contributions at beginning of year | 2021-12-31 | $3,877,243 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,652,156 |
Other income not declared elsewhere | 2021-12-31 | $-34,878 |
Administrative expenses (other) incurred | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $78,805,595 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,019,638,078 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $699,171,398 |
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 | $118,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $414,804,429 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $351,472,753 |
Interest on participant loans | 2021-12-31 | $367,694 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $596,323,668 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $343,254,541 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $6,199 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $39,491,592 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $69,772,694 |
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 | $19,101,563 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,194,816 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $566,861 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $93,440,667 |
Contract administrator fees | 2021-12-31 | $175,400 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2021-12-31 | 871363769 |
2020 : PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) 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 | $131,763,383 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $58,696,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $58,353,621 |
Value of total corrective distributions | 2020-12-31 | $921 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $27,464,034 |
Value of total assets at end of year | 2020-12-31 | $699,171,398 |
Value of total assets at beginning of year | 2020-12-31 | $626,105,004 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $342,447 |
Total interest from all sources | 2020-12-31 | $417,276 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $9,183,816 |
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 | $9,183,816 |
Administrative expenses professional fees incurred | 2020-12-31 | $48,279 |
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 | $15,423,225 |
Participant contributions at end of year | 2020-12-31 | $3,877,243 |
Participant contributions at beginning of year | 2020-12-31 | $4,664,993 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $912,123 |
Administrative expenses (other) incurred | 2020-12-31 | $1,160 |
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 | $73,066,394 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $699,171,398 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $626,105,004 |
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 |
Investment advisory and management fees | 2020-12-31 | $78,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $351,472,753 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $324,237,727 |
Interest on participant loans | 2020-12-31 | $225,290 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $343,254,541 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $296,559,330 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $191,986 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $33,799,583 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $60,898,674 |
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 | $11,128,686 |
Employer contributions (assets) at end of year | 2020-12-31 | $566,861 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $642,954 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $58,353,621 |
Contract administrator fees | 2020-12-31 | $214,258 |
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 | EISNERAMPER LLP |
Accountancy firm EIN | 2020-12-31 | 131639826 |
2019 : PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) 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 | $149,196,815 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $72,210,982 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $71,817,988 |
Value of total corrective distributions | 2019-12-31 | $7,852 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $31,415,218 |
Value of total assets at end of year | 2019-12-31 | $626,105,004 |
Value of total assets at beginning of year | 2019-12-31 | $549,119,171 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $385,142 |
Total interest from all sources | 2019-12-31 | $1,093,941 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $9,384,934 |
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 | $9,384,934 |
Administrative expenses professional fees incurred | 2019-12-31 | $48,524 |
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 | $17,011,144 |
Participant contributions at end of year | 2019-12-31 | $4,664,993 |
Participant contributions at beginning of year | 2019-12-31 | $5,058,064 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,337,337 |
Other income not declared elsewhere | 2019-12-31 | $35,582 |
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 | $76,985,833 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $626,105,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $549,119,171 |
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 |
Investment advisory and management fees | 2019-12-31 | $95,949 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $324,237,727 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $289,043,745 |
Interest on participant loans | 2019-12-31 | $253,128 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $296,559,330 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $254,313,424 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $840,813 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $49,473,468 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $57,793,672 |
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 | Yes |
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 | $13,066,737 |
Employer contributions (assets) at end of year | 2019-12-31 | $642,954 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $703,938 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $71,817,988 |
Contract administrator fees | 2019-12-31 | $240,669 |
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 | EISNERAMPER LLP |
Accountancy firm EIN | 2019-12-31 | 131639826 |
2018 : PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $627,209 |
Total transfer of assets from this plan | 2018-12-31 | $981,639 |
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 | $4,904,883 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $65,064,578 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $64,654,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $33,569,419 |
Value of total assets at end of year | 2018-12-31 | $549,119,171 |
Value of total assets at beginning of year | 2018-12-31 | $609,633,296 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $410,356 |
Total interest from all sources | 2018-12-31 | $910,650 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $8,424,288 |
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 | $8,424,288 |
Administrative expenses professional fees incurred | 2018-12-31 | $75,105 |
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 | $18,637,441 |
Participant contributions at end of year | 2018-12-31 | $5,058,064 |
Participant contributions at beginning of year | 2018-12-31 | $5,819,155 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $808,619 |
Other income not declared elsewhere | 2018-12-31 | $1,760 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-60,159,695 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $549,119,171 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $609,633,296 |
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 |
Investment advisory and management fees | 2018-12-31 | $95,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $289,043,745 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $321,901,263 |
Interest on participant loans | 2018-12-31 | $259,773 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $254,313,424 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $281,112,161 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $650,877 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-23,564,153 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-14,437,081 |
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 | $14,123,359 |
Employer contributions (assets) at end of year | 2018-12-31 | $703,938 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $800,717 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $64,654,222 |
Contract administrator fees | 2018-12-31 | $240,251 |
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 | EISNERAMPER LLP |
Accountancy firm EIN | 2018-12-31 | 131639826 |
2017 : PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $429,540 |
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 | $128,064,531 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $51,041,997 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $50,714,916 |
Value of total corrective distributions | 2017-12-31 | $38,516 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $37,323,030 |
Value of total assets at end of year | 2017-12-31 | $609,633,296 |
Value of total assets at beginning of year | 2017-12-31 | $532,181,222 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $288,565 |
Total interest from all sources | 2017-12-31 | $534,503 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $7,222,633 |
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 | $7,222,633 |
Administrative expenses professional fees incurred | 2017-12-31 | $47,591 |
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 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $19,947,130 |
Participant contributions at end of year | 2017-12-31 | $5,819,155 |
Participant contributions at beginning of year | 2017-12-31 | $6,621,280 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,144,734 |
Other income not declared elsewhere | 2017-12-31 | $-22,133 |
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 | $77,022,534 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $609,633,296 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $532,181,222 |
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 |
Investment advisory and management fees | 2017-12-31 | $49,167 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $321,901,263 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $320,823,751 |
Interest on participant loans | 2017-12-31 | $239,388 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $281,112,161 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $204,043,652 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $295,115 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $40,098,878 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $42,907,620 |
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 | $15,231,166 |
Employer contributions (assets) at end of year | 2017-12-31 | $800,717 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $692,539 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $50,714,916 |
Contract administrator fees | 2017-12-31 | $191,807 |
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 | EISNERAMPER LLP |
Accountancy firm EIN | 2017-12-31 | 131639826 |
2016 : PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $495,024,145 |
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 | $77,975,137 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $40,818,060 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $40,655,832 |
Value of total corrective distributions | 2016-12-31 | $2,941 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $37,022,180 |
Value of total assets at end of year | 2016-12-31 | $532,181,222 |
Value of total assets at beginning of year | 2016-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $159,287 |
Total interest from all sources | 2016-12-31 | $373,948 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $8,458,310 |
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 | $8,458,310 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $17,700,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $19,239,213 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $2,549,424 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $6,621,280 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $37,157,077 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $532,181,222 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
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 | $320,823,751 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $258,786 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $204,043,652 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $115,162 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $17,777,944 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $14,342,755 |
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 | $15,233,543 |
Employer contributions (assets) at end of year | 2016-12-31 | $692,539 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $40,655,832 |
Contract administrator fees | 2016-12-31 | $159,287 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
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 | EISNERAMPER LLP |
Accountancy firm EIN | 2016-12-31 | 131639826 |
2022: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PHILIPS LIGHTING NORTH AMERICA CORPORATION 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |