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HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 401k Plan overview

Plan NameHAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN
Plan identification number 039

HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RAYTHEON TECHNOLOGIES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:RAYTHEON TECHNOLOGIES CORPORATION
Employer identification number (EIN):363823933
NAIC Classification:333200

Additional information about RAYTHEON TECHNOLOGIES CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0334827

More information about RAYTHEON TECHNOLOGIES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0392022-01-01
0392021-01-01
0392020-01-01
0392019-01-01
0392018-01-01FRED DAUSSAN
0392017-01-01FRED DAUSSAN
0392016-01-01FRED DAUSSAN
0392016-01-01
0392015-01-01FRED DAUSSAN
0392015-01-01FRED DAUSSAN
0392014-01-01MARY A SMOOLCA
0392014-01-01FRED DAUSSAN

Plan Statistics for HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN

401k plan membership statisitcs for HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN

Measure Date Value
2022: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,459
Total number of active participants reported on line 7a of the Form 55002022-01-012,394
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01273
Total of all active and inactive participants2022-01-012,669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-012,672
Number of participants with account balances2022-01-012,633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,418
Total number of active participants reported on line 7a of the Form 55002021-01-012,177
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01269
Total of all active and inactive participants2021-01-012,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-012,452
Number of participants with account balances2021-01-012,367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0150
2020: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,412
Total number of active participants reported on line 7a of the Form 55002020-01-012,191
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01219
Total of all active and inactive participants2020-01-012,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-012,415
Number of participants with account balances2020-01-012,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0165
2019: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,308
Total number of active participants reported on line 7a of the Form 55002019-01-012,071
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-012,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,138
Number of participants with account balances2019-01-011,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,203
Total number of active participants reported on line 7a of the Form 55002018-01-011,402
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-011,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,481
Number of participants with account balances2018-01-011,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,200
Total number of active participants reported on line 7a of the Form 55002017-01-011,136
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-011,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,191
Number of participants with account balances2017-01-011,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,347
Total number of active participants reported on line 7a of the Form 55002016-01-011,149
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-011,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,200
Number of participants with account balances2016-01-011,142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,267
Total number of active participants reported on line 7a of the Form 55002015-01-011,126
Number of retired or separated participants receiving benefits2015-01-01175
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-011,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,348
Number of participants with account balances2015-01-011,294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,164
Total number of active participants reported on line 7a of the Form 55002014-01-011,096
Number of retired or separated participants receiving benefits2014-01-01117
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-011,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,255
Number of participants with account balances2014-01-011,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119

Financial Data on HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN

Measure Date Value
2022 : HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$5,358,893
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,079,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,079,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,190,068
Value of total assets at end of year2022-12-31$72,709,039
Value of total assets at beginning of year2022-12-31$80,429,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$163,915
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,651,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,651,057
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$90,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,308,856
Participant contributions at end of year2022-12-31$3,415,492
Participant contributions at beginning of year2022-12-31$3,097,434
Participant contributions at end of year2022-12-31$152,052
Participant contributions at beginning of year2022-12-31$123,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,720,150
Value of net assets at end of year (total assets less liabilities)2022-12-31$72,709,039
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$80,429,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$50,479,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$60,621,965
Interest on participant loans2022-12-31$158,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,694,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,173,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,173,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,646,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$12,894,952
Assets. Invements in employer securities at beginning of year2022-12-31$13,367,183
Contributions received in cash from employer2022-12-31$3,881,212
Employer contributions (assets) at end of year2022-12-31$72,039
Employer contributions (assets) at beginning of year2022-12-31$45,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,079,043
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2022-12-31134008324
2021 : HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$19,048,766
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,940,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,940,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,658,515
Value of total assets at end of year2021-12-31$80,429,189
Value of total assets at beginning of year2021-12-31$64,321,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$145,465
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,805,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,805,026
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$90,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,760,273
Participant contributions at end of year2021-12-31$3,097,434
Participant contributions at beginning of year2021-12-31$2,914,256
Participant contributions at end of year2021-12-31$123,808
Participant contributions at beginning of year2021-12-31$78,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,107,949
Value of net assets at end of year (total assets less liabilities)2021-12-31$80,429,189
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$64,321,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$60,621,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$48,086,259
Interest on participant loans2021-12-31$145,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,173,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,587,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,587,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,439,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$13,367,183
Assets. Invements in employer securities at beginning of year2021-12-31$9,619,811
Contributions received in cash from employer2021-12-31$2,898,242
Employer contributions (assets) at end of year2021-12-31$45,642
Employer contributions (assets) at beginning of year2021-12-31$35,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,940,817
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2021-12-31134008324
2020 : HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$17,812,240
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,836,874
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,314,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,314,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,370,187
Value of total assets at end of year2020-12-31$64,321,240
Value of total assets at beginning of year2020-12-31$40,986,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$186,623
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,459,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,459,613
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$90,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,768,005
Participant contributions at end of year2020-12-31$2,914,256
Participant contributions at beginning of year2020-12-31$3,047,728
Participant contributions at end of year2020-12-31$78,312
Participant contributions at beginning of year2020-12-31$69,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,522,492
Value of net assets at end of year (total assets less liabilities)2020-12-31$64,321,240
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,986,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$48,086,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,032,863
Interest on participant loans2020-12-31$179,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,587,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,500,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,500,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,820,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$9,619,811
Assets. Invements in employer securities at beginning of year2020-12-31$10,305,734
Contributions received in cash from employer2020-12-31$2,602,182
Employer contributions (assets) at end of year2020-12-31$35,578
Employer contributions (assets) at beginning of year2020-12-31$30,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,314,382
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2020-12-31134008324
2019 : HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,670,389
Total unrealized appreciation/depreciation of assets2019-12-31$2,670,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,957,568
Total loss/gain on sale of assets2019-12-31$58,779
Total of all expenses incurred2019-12-31$1,402,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,453,935
Expenses. Certain deemed distributions of participant loans2019-12-31$-51,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,405,552
Value of total assets at end of year2019-12-31$40,986,508
Value of total assets at beginning of year2019-12-31$29,431,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$172,646
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$188,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$188,572
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$90,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,737,637
Participant contributions at end of year2019-12-31$3,047,728
Participant contributions at beginning of year2019-12-31$2,312,767
Participant contributions at end of year2019-12-31$69,700
Participant contributions at beginning of year2019-12-31$53,237
Other income not declared elsewhere2019-12-31$647,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,554,808
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,986,508
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,431,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,032,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,439,290
Interest on participant loans2019-12-31$164,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,500,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,425,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,425,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,814,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$10,305,734
Assets. Invements in employer securities at beginning of year2019-12-31$6,177,480
Contributions received in cash from employer2019-12-31$1,667,915
Employer contributions (assets) at end of year2019-12-31$30,262
Employer contributions (assets) at beginning of year2019-12-31$22,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,453,935
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$58,779
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2019-12-31134008324
2018 : HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,519,489
Total unrealized appreciation/depreciation of assets2018-12-31$-1,519,489
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,978,741
Total loss/gain on sale of assets2018-12-31$430,023
Total of all expenses incurred2018-12-31$4,595,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,570,374
Expenses. Certain deemed distributions of participant loans2018-12-31$25,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,406,756
Value of total assets at end of year2018-12-31$29,431,700
Value of total assets at beginning of year2018-12-31$30,048,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$175,040
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$80,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$90,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,996,709
Participant contributions at end of year2018-12-31$2,312,767
Participant contributions at beginning of year2018-12-31$2,693,995
Participant contributions at end of year2018-12-31$53,237
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,109,863
Other income not declared elsewhere2018-12-31$557,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-617,231
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,431,700
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,048,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,439,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,917,026
Interest on participant loans2018-12-31$170,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,425,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$956,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$956,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,151,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$6,177,480
Assets. Invements in employer securities at beginning of year2018-12-31$7,481,542
Contributions received in cash from employer2018-12-31$1,300,184
Employer contributions (assets) at end of year2018-12-31$22,931
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$80,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,570,374
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$430,023
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2018-12-31134008324
2017 : HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$821,461
Total unrealized appreciation/depreciation of assets2017-12-31$821,461
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$8,071,375
Total loss/gain on sale of assets2017-12-31$395,875
Total of all expenses incurred2017-12-31$5,744,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,659,956
Expenses. Certain deemed distributions of participant loans2017-12-31$84,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,501,158
Value of total assets at end of year2017-12-31$30,048,931
Value of total assets at beginning of year2017-12-31$27,721,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$249,536
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$90,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,356,092
Participant contributions at end of year2017-12-31$2,693,995
Participant contributions at beginning of year2017-12-31$3,322,213
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$60,734
Other income not declared elsewhere2017-12-31$363,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,327,045
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,048,931
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,721,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,917,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,997,116
Interest on participant loans2017-12-31$242,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$956,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$621,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$621,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,739,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$7,481,542
Assets. Invements in employer securities at beginning of year2017-12-31$6,692,280
Contributions received in cash from employer2017-12-31$1,145,066
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$28,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,659,956
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$395,875
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2017-12-31134008324
2016 : HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$663,928
Total unrealized appreciation/depreciation of assets2016-12-31$663,928
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$5,080,142
Total loss/gain on sale of assets2016-12-31$130,721
Total of all expenses incurred2016-12-31$1,822,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,822,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,902,319
Value of total assets at end of year2016-12-31$27,721,886
Value of total assets at beginning of year2016-12-31$24,463,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$308,570
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$154,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$90,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,037,510
Participant contributions at end of year2016-12-31$3,322,213
Participant contributions at beginning of year2016-12-31$3,584,699
Participant contributions at end of year2016-12-31$60,734
Participant contributions at beginning of year2016-12-31$43,795
Other income not declared elsewhere2016-12-31$503,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,257,973
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,721,886
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,463,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,997,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,479,090
Interest on participant loans2016-12-31$305,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$621,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,580,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,580,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$416,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$6,692,280
Assets. Invements in employer securities at beginning of year2016-12-31$5,760,357
Contributions received in cash from employer2016-12-31$864,809
Employer contributions (assets) at end of year2016-12-31$28,149
Employer contributions (assets) at beginning of year2016-12-31$15,577
Income. Dividends from common stock2016-12-31$154,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,822,169
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$130,721
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2016-12-31134008324
2015 : HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,286,323
Total unrealized appreciation/depreciation of assets2015-12-31$-1,286,323
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$2,167,223
Total loss/gain on sale of assets2015-12-31$161,760
Total of all expenses incurred2015-12-31$1,336,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,336,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,865,869
Value of total assets at end of year2015-12-31$24,463,913
Value of total assets at beginning of year2015-12-31$23,633,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$286,078
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$148,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$90,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,142,869
Participant contributions at end of year2015-12-31$3,584,699
Participant contributions at beginning of year2015-12-31$3,466,897
Participant contributions at end of year2015-12-31$43,795
Participant contributions at beginning of year2015-12-31$49,243
Other income not declared elsewhere2015-12-31$768,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$830,722
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,463,913
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,633,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,479,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,018,610
Interest on participant loans2015-12-31$285,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,580,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,728,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,728,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-776,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$5,760,357
Assets. Invements in employer securities at beginning of year2015-12-31$6,352,830
Contributions received in cash from employer2015-12-31$723,000
Employer contributions (assets) at end of year2015-12-31$15,577
Employer contributions (assets) at beginning of year2015-12-31$17,583
Income. Dividends from common stock2015-12-31$148,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,336,501
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$161,760
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2015-12-31134008324
2014 : HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-262,001
Total unrealized appreciation/depreciation of assets2014-12-31$-262,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,556,804
Total loss/gain on sale of assets2014-12-31$337,683
Total of all expenses incurred2014-12-31$659,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$625,534
Expenses. Certain deemed distributions of participant loans2014-12-31$34,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,448,195
Value of total assets at end of year2014-12-31$23,633,191
Value of total assets at beginning of year2014-12-31$20,736,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$243,840
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$126,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$90,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,811,617
Participant contributions at end of year2014-12-31$3,466,897
Participant contributions at beginning of year2014-12-31$2,929,704
Participant contributions at end of year2014-12-31$49,243
Participant contributions at beginning of year2014-12-31$63,833
Other income not declared elsewhere2014-12-31$323,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,897,182
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,633,191
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,736,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,018,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,042,869
Interest on participant loans2014-12-31$243,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,728,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,740,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,740,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$339,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$6,352,830
Assets. Invements in employer securities at beginning of year2014-12-31$5,936,377
Contributions received in cash from employer2014-12-31$636,578
Employer contributions (assets) at end of year2014-12-31$17,583
Employer contributions (assets) at beginning of year2014-12-31$23,056
Income. Dividends from common stock2014-12-31$126,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$625,534
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$337,683
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2014-12-31134008324

Form 5500 Responses for HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN

2022: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAMILTON SUNDSTRAND DE PUERTO RICO SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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