?>
Logo

RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 401k Plan overview

Plan NameRETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS
Plan identification number 006

RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEVITON MANUFACTURING CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:LEVITON MANUFACTURING CO., INC.
Employer identification number (EIN):111001790
NAIC Classification:335900

Additional information about LEVITON MANUFACTURING CO., INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1994-05-06
Company Identification Number: 0009990906
Legal Registered Office Address: 201 N SERVICE RD

MELVILLE
United States of America (USA)
11747

More information about LEVITON MANUFACTURING CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01

Plan Statistics for RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS

401k plan membership statisitcs for RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS

Measure Date Value
2022: RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2022 401k membership
Total participants, beginning-of-year2022-01-01410
Total number of active participants reported on line 7a of the Form 55002022-01-01349
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0177
Total of all active and inactive participants2022-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01432
Number of participants with account balances2022-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2021 401k membership
Total participants, beginning-of-year2021-01-01433
Total number of active participants reported on line 7a of the Form 55002021-01-01350
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01410
Number of participants with account balances2021-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2020 401k membership
Total participants, beginning-of-year2020-01-01477
Total number of active participants reported on line 7a of the Form 55002020-01-01362
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01433
Number of participants with account balances2020-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2019 401k membership
Total participants, beginning-of-year2019-01-01467
Total number of active participants reported on line 7a of the Form 55002019-01-01428
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01477
Number of participants with account balances2019-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2018 401k membership
Total participants, beginning-of-year2018-01-01190
Total number of active participants reported on line 7a of the Form 55002018-01-01442
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01467
Number of participants with account balances2018-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS

Measure Date Value
2022 : RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$51,906
Total transfer of assets from this plan2022-12-31$138,824
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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$108,344
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,428,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,425,962
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,483,337
Value of total assets at end of year2022-12-31$8,867,760
Value of total assets at beginning of year2022-12-31$10,274,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,467
Total interest from all sources2022-12-31$8,035
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$293,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$293,618
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$926,885
Participant contributions at end of year2022-12-31$133,799
Participant contributions at beginning of year2022-12-31$137,719
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$29,867
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$10,526
Administrative expenses (other) incurred2022-12-31$2,467
Total non interest bearing cash at end of year2022-12-31$140
Total non interest bearing cash at beginning of year2022-12-31$45
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,320,085
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,867,760
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,274,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,552,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,135,956
Interest on participant loans2022-12-31$6,160
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$1,514,093
Value of interest in common/collective trusts at beginning of year2022-12-31$1,279,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$304,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$313,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$313,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,875
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,725,823
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$38,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$556,452
Employer contributions (assets) at end of year2022-12-31$362,510
Employer contributions (assets) at beginning of year2022-12-31$378,049
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,425,962
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BORIS BENIC AND ASSOCIATES LLP
Accountancy firm EIN2022-12-31542190047
2021 : RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$371,809
Total transfer of assets from this plan2021-12-31$47,239
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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,808,093
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$811,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$800,244
Expenses. Certain deemed distributions of participant loans2021-12-31$9,440
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,563,968
Value of total assets at end of year2021-12-31$10,274,763
Value of total assets at beginning of year2021-12-31$7,953,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,101
Total interest from all sources2021-12-31$6,075
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$532,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$532,758
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$942,150
Participant contributions at end of year2021-12-31$137,719
Participant contributions at beginning of year2021-12-31$113,329
Participant contributions at end of year2021-12-31$29,867
Participant contributions at beginning of year2021-12-31$21,021
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$33,928
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$10,425
Administrative expenses (other) incurred2021-12-31$2,101
Total non interest bearing cash at end of year2021-12-31$45
Total non interest bearing cash at beginning of year2021-12-31$160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,996,308
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,274,763
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,953,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,135,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,326,368
Interest on participant loans2021-12-31$5,963
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$1,279,756
Value of interest in common/collective trusts at beginning of year2021-12-31$1,152,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$313,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$334,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$334,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$112
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$667,077
Net investment gain or loss from common/collective trusts2021-12-31$27,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$587,890
Employer contributions (assets) at end of year2021-12-31$378,049
Employer contributions (assets) at beginning of year2021-12-31$5,101
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$800,244
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BORIS BENIC AND ASSOCIATES LLP
Accountancy firm EIN2021-12-31542190047
2020 : RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$465,310
Total transfer of assets from this plan2020-12-31$364,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,090,718
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,252,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,249,799
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,073,668
Value of total assets at end of year2020-12-31$7,953,885
Value of total assets at beginning of year2020-12-31$7,014,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,280
Total interest from all sources2020-12-31$6,911
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$288,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$288,834
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$854,356
Participant contributions at end of year2020-12-31$113,329
Participant contributions at beginning of year2020-12-31$109,552
Participant contributions at end of year2020-12-31$21,021
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,713
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$10,480
Administrative expenses (other) incurred2020-12-31$2,280
Total non interest bearing cash at end of year2020-12-31$160
Total non interest bearing cash at beginning of year2020-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$838,639
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,953,885
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,014,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,326,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,564,098
Interest on participant loans2020-12-31$6,519
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,152,928
Value of interest in common/collective trusts at beginning of year2020-12-31$1,087,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$334,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$253,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$253,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$392
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$683,006
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$27,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$201,599
Employer contributions (assets) at end of year2020-12-31$5,101
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,249,799
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BORIS BENIC AND ASSOCIATES LLP
Accountancy firm EIN2020-12-31542190047
2019 : RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$341,025
Total transfer of assets from this plan2019-12-31$474,412
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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,621,119
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$370,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$368,159
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,590,297
Value of total assets at end of year2019-12-31$7,014,599
Value of total assets at beginning of year2019-12-31$4,896,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,876
Total interest from all sources2019-12-31$6,635
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$241,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$241,158
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$856,361
Participant contributions at end of year2019-12-31$109,552
Participant contributions at beginning of year2019-12-31$65,801
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$583,115
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Other income not declared elsewhere2019-12-31$7,611
Administrative expenses (other) incurred2019-12-31$1,876
Total non interest bearing cash at end of year2019-12-31$40
Total non interest bearing cash at beginning of year2019-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$2,251,084
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,014,599
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,896,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,564,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,658,454
Interest on participant loans2019-12-31$5,529
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,087,029
Value of interest in common/collective trusts at beginning of year2019-12-31$928,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$253,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$239,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$239,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,106
Asset value of US Government securities at end of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$750,082
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$25,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Contributions received in cash from employer2019-12-31$150,821
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$4,102
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$368,159
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BORIS BENIC & ASSOCIATES LLP
Accountancy firm EIN2019-12-31542190047
2018 : RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$27,961
Total transfer of assets from this plan2018-12-31$3,946,438
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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,673,601
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$669,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$666,892
Expenses. Certain deemed distributions of participant loans2018-12-31$1,064
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,962,475
Value of total assets at end of year2018-12-31$4,896,902
Value of total assets at beginning of year2018-12-31$7,811,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,310
Total interest from all sources2018-12-31$3,728
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$295,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$295,467
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$640,131
Participant contributions at end of year2018-12-31$65,801
Participant contributions at beginning of year2018-12-31$2,956
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,189,921
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,369,414
Other income not declared elsewhere2018-12-31$3,468
Administrative expenses (other) incurred2018-12-31$1,310
Total non interest bearing cash at end of year2018-12-31$75
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$1,004,335
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,896,902
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,811,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,658,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$435,480
Interest on participant loans2018-12-31$3,178
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$928,748
Value of interest in common/collective trusts at beginning of year2018-12-31$2,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$239,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-611,898
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$20,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$132,423
Employer contributions (assets) at end of year2018-12-31$4,102
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$666,892
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BORIS BENIC & ASSOCIATES LLP
Accountancy firm EIN2018-12-31542190047

Form 5500 Responses for RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS

2022: RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3