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Plan Name | SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SUPERIOR INDUSTRIES INC |
Employer identification number (EIN): | 201164131 |
NAIC Classification: | 333310 |
Additional information about SUPERIOR INDUSTRIES INC
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 2010-01-11 |
Company Identification Number: | 391808 |
Legal Registered Office Address: |
210 NE DELAWARE AVE., STE 200 ANKENY United States of America (USA) 50021 |
More information about SUPERIOR INDUSTRIES INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | TOM ZOSEL | |||
001 | 2016-01-01 | TOM ZOSEL | |||
001 | 2015-01-01 | TOM ZOSEL | |||
001 | 2014-01-01 | TOM ZOSEL | |||
001 | 2013-01-01 | TOM ZOSEL | |||
001 | 2012-01-01 | TOM ZOSEL | |||
001 | 2011-01-01 | TOM ZOSEL | |||
001 | 2010-01-01 | TOM ZOSEL | |||
001 | 2009-01-01 | TOM ZOSEL |
Measure | Date | Value |
---|---|---|
2022: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,455 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,192 |
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 | 354 |
Total of all active and inactive participants | 2022-01-01 | 1,546 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1,546 |
Number of participants with account balances | 2022-01-01 | 1,479 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 48 |
2021: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,608 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,057 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 375 |
Total of all active and inactive participants | 2021-01-01 | 1,432 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 1,432 |
Number of participants with account balances | 2021-01-01 | 1,359 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 57 |
2020: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,758 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,354 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 242 |
Total of all active and inactive participants | 2020-01-01 | 1,599 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 1,599 |
Number of participants with account balances | 2020-01-01 | 1,532 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 83 |
2019: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,840 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,518 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 219 |
Total of all active and inactive participants | 2019-01-01 | 1,740 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1,740 |
Number of participants with account balances | 2019-01-01 | 1,658 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 105 |
2018: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,714 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,555 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 263 |
Total of all active and inactive participants | 2018-01-01 | 1,818 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1,818 |
Number of participants with account balances | 2018-01-01 | 1,707 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,585 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,426 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 272 |
Total of all active and inactive participants | 2017-01-01 | 1,698 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1,698 |
Number of participants with account balances | 2017-01-01 | 1,582 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,639 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,428 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 149 |
Total of all active and inactive participants | 2016-01-01 | 1,577 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 1,577 |
Number of participants with account balances | 2016-01-01 | 1,470 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,382 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,439 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 145 |
Total of all active and inactive participants | 2015-01-01 | 1,584 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1,584 |
Number of participants with account balances | 2015-01-01 | 1,457 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,336 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,250 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 120 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 1,370 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 1,370 |
Number of participants with account balances | 2014-01-01 | 1,255 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 56 |
2013: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,318 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,125 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 187 |
Total of all active and inactive participants | 2013-01-01 | 1,312 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 1,312 |
Number of participants with account balances | 2013-01-01 | 1,208 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 30 |
2012: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,097 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,080 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 148 |
Total of all active and inactive participants | 2012-01-01 | 1,228 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 1,228 |
Number of participants with account balances | 2012-01-01 | 1,116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 24 |
2011: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 701 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 939 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 152 |
Total of all active and inactive participants | 2011-01-01 | 1,091 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 1,091 |
Number of participants with account balances | 2011-01-01 | 979 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 12 |
2010: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 647 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 586 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 104 |
Total of all active and inactive participants | 2010-01-01 | 690 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 690 |
Number of participants with account balances | 2010-01-01 | 624 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 6 |
2009: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 627 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 482 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 160 |
Total of all active and inactive participants | 2009-01-01 | 642 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 642 |
Number of participants with account balances | 2009-01-01 | 587 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT 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 | $591,707 |
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 | $-5,973,341 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $6,201,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,820,952 |
Value of total corrective distributions | 2022-12-31 | $810 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,800,754 |
Value of total assets at end of year | 2022-12-31 | $84,259,998 |
Value of total assets at beginning of year | 2022-12-31 | $95,843,485 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $380,091 |
Total interest from all sources | 2022-12-31 | $86,323 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,006,427 |
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 | $2,006,427 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,960,391 |
Participant contributions at end of year | 2022-12-31 | $1,803,277 |
Participant contributions at beginning of year | 2022-12-31 | $2,025,349 |
Participant contributions at end of year | 2022-12-31 | $86,943 |
Participant contributions at beginning of year | 2022-12-31 | $74,689 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $624,904 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $8,726 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $591,707 |
Total non interest bearing cash at end of year | 2022-12-31 | $605,482 |
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 | $-12,175,194 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $83,668,291 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $95,843,485 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $72,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $77,562,565 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $90,549,441 |
Interest on participant loans | 2022-12-31 | $86,323 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $4,144,835 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,137,158 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-16,932,339 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $65,494 |
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 | Yes |
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 | $3,215,459 |
Employer contributions (assets) at end of year | 2022-12-31 | $56,896 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $48,122 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,820,952 |
Contract administrator fees | 2022-12-31 | $307,591 |
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 | REDPATH & COMPANY, LLC |
Accountancy firm EIN | 2022-12-31 | 920370318 |
2021 : SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
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 | $20,440,343 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $13,926,646 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $13,610,704 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $7,676,472 |
Value of total assets at end of year | 2021-12-31 | $95,843,485 |
Value of total assets at beginning of year | 2021-12-31 | $89,329,788 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $315,942 |
Total interest from all sources | 2021-12-31 | $108,021 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,719,404 |
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 | $4,719,404 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,494,861 |
Participant contributions at end of year | 2021-12-31 | $2,025,349 |
Participant contributions at beginning of year | 2021-12-31 | $2,496,676 |
Participant contributions at end of year | 2021-12-31 | $74,689 |
Participant contributions at beginning of year | 2021-12-31 | $40,789 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $267,554 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $8,726 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $2,808 |
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 | $6,513,697 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $95,843,485 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $89,329,788 |
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 | $72,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $90,549,441 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $83,204,142 |
Interest on participant loans | 2021-12-31 | $108,021 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,137,158 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,553,082 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $7,884,978 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $51,468 |
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 | Yes |
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 | $2,914,057 |
Employer contributions (assets) at end of year | 2021-12-31 | $48,122 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $32,291 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $13,610,704 |
Contract administrator fees | 2021-12-31 | $243,442 |
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 | REDPATH & COMPANY |
Accountancy firm EIN | 2021-12-31 | 410975573 |
2020 : SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $166,377 |
Total income from all sources (including contributions) | 2020-12-31 | $19,162,986 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $7,488,279 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,240,548 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $8,867,378 |
Value of total assets at end of year | 2020-12-31 | $89,329,788 |
Value of total assets at beginning of year | 2020-12-31 | $77,821,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $247,731 |
Total interest from all sources | 2020-12-31 | $136,498 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,716,258 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,716,258 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,982,628 |
Participant contributions at end of year | 2020-12-31 | $2,496,676 |
Participant contributions at beginning of year | 2020-12-31 | $2,419,227 |
Participant contributions at end of year | 2020-12-31 | $40,789 |
Participant contributions at beginning of year | 2020-12-31 | $95,366 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $603,143 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $2,808 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $2,595 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $166,377 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $11,674,707 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $89,329,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $77,655,081 |
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 | $60,434 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $83,204,142 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $71,567,315 |
Interest on participant loans | 2020-12-31 | $136,498 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,553,082 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $3,676,039 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $8,368,921 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $73,931 |
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 | $3,281,607 |
Employer contributions (assets) at end of year | 2020-12-31 | $32,291 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $60,916 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,240,548 |
Contract administrator fees | 2020-12-31 | $187,297 |
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 | REDPATH AND COMPANY, LTD |
Accountancy firm EIN | 2020-12-31 | 410975573 |
2019 : SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $166,377 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $7,039 |
Total income from all sources (including contributions) | 2019-12-31 | $22,507,987 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,405,111 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,151,025 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $9,251,808 |
Value of total assets at end of year | 2019-12-31 | $77,821,458 |
Value of total assets at beginning of year | 2019-12-31 | $60,559,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $254,086 |
Total interest from all sources | 2019-12-31 | $135,129 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,808,939 |
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 | $1,808,939 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $5,101,350 |
Participant contributions at end of year | 2019-12-31 | $2,419,227 |
Participant contributions at beginning of year | 2019-12-31 | $2,172,627 |
Participant contributions at end of year | 2019-12-31 | $95,366 |
Participant contributions at beginning of year | 2019-12-31 | $85,362 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $705,991 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $2,595 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $166,377 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $7,039 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $17,102,876 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $77,655,081 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $60,552,205 |
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 | $72,494 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $71,567,315 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $54,771,633 |
Interest on participant loans | 2019-12-31 | $135,129 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $3,676,039 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $3,467,801 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,233,689 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $78,422 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $3,444,467 |
Employer contributions (assets) at end of year | 2019-12-31 | $60,916 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $61,821 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,151,025 |
Contract administrator fees | 2019-12-31 | $181,592 |
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 | REDPATH AND COMPANY, LTD |
Accountancy firm EIN | 2019-12-31 | 410975573 |
2018 : SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $7,039 |
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 | $4,797,566 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,846,551 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,623,785 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $8,642,050 |
Value of total assets at end of year | 2018-12-31 | $60,559,244 |
Value of total assets at beginning of year | 2018-12-31 | $60,601,190 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $222,766 |
Total interest from all sources | 2018-12-31 | $94,059 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,635,143 |
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 | $1,635,143 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,816,526 |
Participant contributions at end of year | 2018-12-31 | $2,172,627 |
Participant contributions at beginning of year | 2018-12-31 | $1,603,332 |
Participant contributions at end of year | 2018-12-31 | $85,362 |
Participant contributions at beginning of year | 2018-12-31 | $73,933 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $442,354 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $7,039 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $29,859 |
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 | $-48,985 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $60,552,205 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $60,601,190 |
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 | $72,505 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $54,771,633 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $55,149,135 |
Interest on participant loans | 2018-12-31 | $94,059 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $3,467,801 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $3,709,325 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,641,631 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $67,945 |
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 | $3,383,170 |
Employer contributions (assets) at end of year | 2018-12-31 | $61,821 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $35,606 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,623,785 |
Contract administrator fees | 2018-12-31 | $150,261 |
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 | REDPATH AND COMPANY, LTD |
Accountancy firm EIN | 2018-12-31 | 410975573 |
2017 : SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
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 | $14,703,063 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,506,916 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,316,996 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,735,038 |
Value of total assets at end of year | 2017-12-31 | $60,601,190 |
Value of total assets at beginning of year | 2017-12-31 | $50,405,043 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $189,920 |
Total interest from all sources | 2017-12-31 | $66,839 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,389,195 |
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 | $1,389,195 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $4,182,774 |
Participant contributions at end of year | 2017-12-31 | $1,603,332 |
Participant contributions at beginning of year | 2017-12-31 | $1,420,172 |
Participant contributions at end of year | 2017-12-31 | $73,933 |
Participant contributions at beginning of year | 2017-12-31 | $69,679 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $602,858 |
Total non interest bearing cash at end of year | 2017-12-31 | $29,859 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $10,001 |
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 | $10,196,147 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $60,601,190 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $50,405,043 |
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 | $69,993 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $55,149,135 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $43,829,933 |
Interest on participant loans | 2017-12-31 | $66,839 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $3,709,325 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $4,538,589 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,445,870 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $66,121 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,949,406 |
Employer contributions (assets) at end of year | 2017-12-31 | $35,606 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $34,282 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,316,996 |
Contract administrator fees | 2017-12-31 | $119,927 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $502,387 |
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 | REDPATH AND COMPANY, LTD |
Accountancy firm EIN | 2017-12-31 | 410975573 |
2016 : SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $10,266,177 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,156,609 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,973,253 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $15,395 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,342,017 |
Value of total assets at end of year | 2016-12-31 | $50,405,043 |
Value of total assets at beginning of year | 2016-12-31 | $42,295,475 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $167,961 |
Total interest from all sources | 2016-12-31 | $55,866 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,054,448 |
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 | $1,054,448 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,917,531 |
Participant contributions at end of year | 2016-12-31 | $1,420,172 |
Participant contributions at beginning of year | 2016-12-31 | $1,265,030 |
Participant contributions at end of year | 2016-12-31 | $69,679 |
Participant contributions at beginning of year | 2016-12-31 | $51,236 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $545,324 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $10,001 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $4,633 |
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 | $8,109,568 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $50,405,043 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $42,295,475 |
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 |
Investment advisory and management fees | 2016-12-31 | $66,038 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $43,829,933 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $36,163,095 |
Interest on participant loans | 2016-12-31 | $55,866 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $4,538,589 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $4,378,858 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,745,814 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $68,032 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,879,162 |
Employer contributions (assets) at end of year | 2016-12-31 | $34,282 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $26,556 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,973,253 |
Contract administrator fees | 2016-12-31 | $101,923 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $502,387 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $406,067 |
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 | REDPATH AND COMPANY, LTD |
Accountancy firm EIN | 2016-12-31 | 410975573 |
2015 : SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $5,265,505 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,050,866 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,902,804 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,058,177 |
Value of total assets at end of year | 2015-12-31 | $42,295,475 |
Value of total assets at beginning of year | 2015-12-31 | $39,080,836 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $148,062 |
Total interest from all sources | 2015-12-31 | $50,166 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,464,922 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,464,922 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $3,465,276 |
Participant contributions at end of year | 2015-12-31 | $1,265,030 |
Participant contributions at beginning of year | 2015-12-31 | $1,291,535 |
Participant contributions at end of year | 2015-12-31 | $51,236 |
Participant contributions at beginning of year | 2015-12-31 | $88,055 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $922,550 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $4,633 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $7,628 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $3,214,639 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $42,295,475 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $39,080,836 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $63,283 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $36,163,095 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $33,978,497 |
Interest on participant loans | 2015-12-31 | $50,166 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $4,378,858 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,262,512 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,309,489 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,729 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,670,351 |
Employer contributions (assets) at end of year | 2015-12-31 | $26,556 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $29,994 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,902,804 |
Contract administrator fees | 2015-12-31 | $84,779 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $406,067 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $422,615 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | REDPATH AND COMPANY, LTD |
Accountancy firm EIN | 2015-12-31 | 410975573 |
2014 : SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $136,322 |
Total income from all sources (including contributions) | 2014-12-31 | $7,154,290 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,945,049 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,796,020 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,610,872 |
Value of total assets at end of year | 2014-12-31 | $39,080,836 |
Value of total assets at beginning of year | 2014-12-31 | $35,007,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $149,029 |
Total interest from all sources | 2014-12-31 | $50,704 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,393,665 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,393,665 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,929,286 |
Participant contributions at end of year | 2014-12-31 | $1,291,535 |
Participant contributions at beginning of year | 2014-12-31 | $1,123,302 |
Participant contributions at end of year | 2014-12-31 | $88,055 |
Participant contributions at beginning of year | 2014-12-31 | $93,766 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $232,449 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $136,322 |
Other income not declared elsewhere | 2014-12-31 | $-6,381 |
Total non interest bearing cash at end of year | 2014-12-31 | $7,628 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,209,241 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $39,080,836 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $34,871,595 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $59,279 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $33,978,497 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $30,177,100 |
Interest on participant loans | 2014-12-31 | $50,704 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,262,512 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,228,344 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,064,056 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $41,374 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,449,137 |
Employer contributions (assets) at end of year | 2014-12-31 | $29,994 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $45,356 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,796,020 |
Contract administrator fees | 2014-12-31 | $89,750 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $422,615 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $340,049 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | REDPATH AND COMPANY, LTD |
Accountancy firm EIN | 2014-12-31 | 410975573 |
2013 : SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $136,322 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $23,615 |
Total income from all sources (including contributions) | 2013-12-31 | $9,417,718 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,166,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,048,290 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,491,441 |
Value of total assets at end of year | 2013-12-31 | $35,007,917 |
Value of total assets at beginning of year | 2013-12-31 | $28,644,218 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $118,436 |
Total interest from all sources | 2013-12-31 | $41,880 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $992,053 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $992,053 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,608,805 |
Participant contributions at end of year | 2013-12-31 | $1,123,302 |
Participant contributions at beginning of year | 2013-12-31 | $840,163 |
Participant contributions at end of year | 2013-12-31 | $93,766 |
Participant contributions at beginning of year | 2013-12-31 | $62,318 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $595,989 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $136,322 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $23,615 |
Other income not declared elsewhere | 2013-12-31 | $73,540 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,250,992 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $34,871,595 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $28,620,603 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $30,177,100 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $24,080,101 |
Interest on participant loans | 2013-12-31 | $41,880 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,228,344 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,391,662 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,843,156 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-24,352 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,286,647 |
Employer contributions (assets) at end of year | 2013-12-31 | $45,356 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $20,656 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,048,290 |
Contract administrator fees | 2013-12-31 | $118,436 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $340,049 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $249,318 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | REDPATH AND COMPANY, LTD. |
Accountancy firm EIN | 2013-12-31 | 410975573 |
2012 : SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $23,615 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $15,706 |
Total income from all sources (including contributions) | 2012-12-31 | $9,147,012 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,619,255 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,596,253 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $6,367,984 |
Value of total assets at end of year | 2012-12-31 | $28,644,218 |
Value of total assets at beginning of year | 2012-12-31 | $21,108,552 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $23,002 |
Total interest from all sources | 2012-12-31 | $31,695 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $673,071 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $673,071 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,226,471 |
Participant contributions at end of year | 2012-12-31 | $840,163 |
Participant contributions at beginning of year | 2012-12-31 | $629,663 |
Participant contributions at end of year | 2012-12-31 | $62,318 |
Participant contributions at beginning of year | 2012-12-31 | $35,431 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $3,026,954 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $23,615 |
Other income not declared elsewhere | 2012-12-31 | $23,111 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $15,706 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $1,604 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $7,527,757 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $28,620,603 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $21,092,846 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $24,080,101 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $17,402,239 |
Interest on participant loans | 2012-12-31 | $31,695 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,391,662 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,808,551 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,981,067 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $70,084 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,114,559 |
Employer contributions (assets) at end of year | 2012-12-31 | $20,656 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $19,349 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,596,253 |
Contract administrator fees | 2012-12-31 | $23,002 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $249,318 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $211,715 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HLB TAUTGES REDPATH |
Accountancy firm EIN | 2012-12-31 | 410975573 |
2011 : SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $7,299,547 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $15,706 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $47,536 |
Total income from all sources (including contributions) | 2011-12-31 | $3,506,973 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,109,292 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,101,957 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,931,423 |
Value of total assets at end of year | 2011-12-31 | $21,108,552 |
Value of total assets at beginning of year | 2011-12-31 | $11,443,154 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,335 |
Total interest from all sources | 2011-12-31 | $21,664 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $492,209 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $492,209 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,770,325 |
Participant contributions at end of year | 2011-12-31 | $629,663 |
Participant contributions at beginning of year | 2011-12-31 | $343,168 |
Participant contributions at end of year | 2011-12-31 | $35,431 |
Participant contributions at beginning of year | 2011-12-31 | $37,217 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,294,540 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $47,536 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $15,706 |
Total non interest bearing cash at end of year | 2011-12-31 | $1,604 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,397,681 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $21,092,846 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,395,618 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $17,402,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,057,163 |
Interest on participant loans | 2011-12-31 | $21,664 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,808,551 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $847,844 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $7,765 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $7,765 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,044,392 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $106,069 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $866,558 |
Employer contributions (assets) at end of year | 2011-12-31 | $19,349 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $19,603 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,101,957 |
Contract administrator fees | 2011-12-31 | $7,335 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $211,715 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $130,394 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HLB TAUTGES REDPATH |
Accountancy firm EIN | 2011-12-31 | 410975573 |
2010 : SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $47,536 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,859,847 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $557,942 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $551,767 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,480,177 |
Value of total assets at end of year | 2010-12-31 | $11,443,154 |
Value of total assets at beginning of year | 2010-12-31 | $9,093,713 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,175 |
Total interest from all sources | 2010-12-31 | $18,399 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $195,065 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $195,065 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,061,117 |
Participant contributions at end of year | 2010-12-31 | $343,168 |
Participant contributions at beginning of year | 2010-12-31 | $305,877 |
Participant contributions at end of year | 2010-12-31 | $37,217 |
Participant contributions at beginning of year | 2010-12-31 | $15,626 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $166,693 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $47,536 |
Administrative expenses (other) incurred | 2010-12-31 | $6,175 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,301,905 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,395,618 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,093,713 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $10,057,163 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,942,351 |
Interest on participant loans | 2010-12-31 | $18,399 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $847,844 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $734,787 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $7,765 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $14,812 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $14,812 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,146,063 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $20,143 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $252,367 |
Employer contributions (assets) at end of year | 2010-12-31 | $19,603 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $551,767 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $130,394 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $80,260 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HLB TAUTGES REDPATH, LTD |
Accountancy firm EIN | 2010-12-31 | 410975573 |
2022: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT 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: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
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: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT 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: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | Yes |
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: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT 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: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT 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: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
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 |
2015: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |