?>
Plan Name | THE ARXADA 401(K) PLAN |
Plan identification number | 005 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LONZA USA INC. |
Employer identification number (EIN): | 135665861 |
NAIC Classification: | 325100 |
Additional information about LONZA USA INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1958-02-27 |
Company Identification Number: | 170606 |
Legal Registered Office Address: |
15 NORTH MILL STREET NEW YORK NYACK United States of America (USA) 10960 |
More information about LONZA USA INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2022-01-01 | ||||
005 | 2021-07-01 |
Measure | Date | Value |
---|---|---|
2022: THE ARXADA 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 789 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 730 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 104 |
Total of all active and inactive participants | 2022-01-01 | 834 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 834 |
Number of participants with account balances | 2022-01-01 | 808 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 30 |
2021: THE ARXADA 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 740 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 703 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 47 |
Total of all active and inactive participants | 2021-07-01 | 750 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 1 |
Total participants | 2021-07-01 | 751 |
Number of participants with account balances | 2021-07-01 | 750 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 12 |
Measure | Date | Value |
---|---|---|
2022 : THE ARXADA 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 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 | $-10,680,826 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $20,419,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $20,271,455 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $117,217 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $16,103,730 |
Value of total assets at end of year | 2022-12-31 | $157,151,256 |
Value of total assets at beginning of year | 2022-12-31 | $188,251,744 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $30,990 |
Total interest from all sources | 2022-12-31 | $104,199 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,714,587 |
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 | $6,714,587 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $8,107,002 |
Participant contributions at end of year | 2022-12-31 | $2,730,268 |
Participant contributions at beginning of year | 2022-12-31 | $2,909,236 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,698,596 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $30,990 |
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 | $-31,100,488 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $157,151,256 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $188,251,744 |
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 | $139,659,804 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $169,906,644 |
Interest on participant loans | 2022-12-31 | $104,199 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $13,322,518 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $14,111,740 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-33,834,158 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $230,816 |
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 | $6,298,132 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,438,666 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,324,124 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $20,271,455 |
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 | WISS & COMPANY, LLP |
Accountancy firm EIN | 2022-12-31 | 221732349 |
2021 : THE ARXADA 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 | $181,678,865 |
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 | $14,533,246 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,960,367 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,924,064 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $25,296 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $6,448,153 |
Value of total assets at end of year | 2021-12-31 | $188,251,744 |
Value of total assets at beginning of year | 2021-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $11,007 |
Total interest from all sources | 2021-12-31 | $52,368 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $7,035,251 |
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 | $7,035,251 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,049,529 |
Participant contributions at end of year | 2021-12-31 | $2,909,236 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $151,222 |
Administrative expenses (other) incurred | 2021-12-31 | $11,007 |
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 | $6,572,879 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $188,251,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $169,906,644 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $52,368 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $14,111,740 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $997,474 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $3,247,402 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,324,124 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,924,064 |
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 | WISS & COMPANY LLP |
Accountancy firm EIN | 2021-12-31 | 221732349 |
2022: THE ARXADA 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
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: THE ARXADA 401(K) PLAN 2021 form 5500 responses | ||
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | First time form 5500 has been submitted | Yes |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |