PLEXUS WORLDWIDE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2022 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $1,934,174 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,503,138 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,414,545 |
Value of total corrective distributions | 2022-12-31 | $5,635 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,823,237 |
Value of total assets at end of year | 2022-12-31 | $15,756,578 |
Value of total assets at beginning of year | 2022-12-31 | $16,325,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $82,958 |
Total interest from all sources | 2022-12-31 | $10,135 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $60,856 |
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 | $60,856 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,208,946 |
Participant contributions at end of year | 2022-12-31 | $240,720 |
Participant contributions at beginning of year | 2022-12-31 | $118,527 |
Participant contributions at beginning of year | 2022-12-31 | $5,860 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,411,319 |
Other income not declared elsewhere | 2022-12-31 | $490 |
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 | $-568,964 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $15,756,578 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,325,542 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,045,234 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $15,965,537 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $60,483 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $79,444 |
Interest on participant loans | 2022-12-31 | $10,135 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $11,410,141 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $153,244 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,477,382 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-16,514 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-466,648 |
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 | $1,202,972 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $2,930 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,414,545 |
Contract administrator fees | 2022-12-31 | $82,958 |
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 | KIMBERLIN COMPANY, PLLC |
Accountancy firm EIN | 2022-12-31 | 455497718 |
2021 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2021 401k financial data |
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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 | $5,905,786 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,580,699 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,489,564 |
Value of total corrective distributions | 2021-12-31 | $261 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,790,470 |
Value of total assets at end of year | 2021-12-31 | $16,316,752 |
Value of total assets at beginning of year | 2021-12-31 | $12,991,665 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $90,874 |
Total interest from all sources | 2021-12-31 | $10,622 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $256,603 |
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 | $256,603 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,165,780 |
Participant contributions at end of year | 2021-12-31 | $118,527 |
Participant contributions at beginning of year | 2021-12-31 | $175,432 |
Participant contributions at end of year | 2021-12-31 | $5,860 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $455,948 |
Other income not declared elsewhere | 2021-12-31 | $220 |
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 | $3,325,087 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $16,316,752 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,991,665 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $15,965,537 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,442,568 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $79,444 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $86,924 |
Interest on participant loans | 2021-12-31 | $10,622 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $153,244 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $286,741 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,833,601 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $9,789 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $4,481 |
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 | $1,168,742 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,930 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,489,564 |
Contract administrator fees | 2021-12-31 | $90,874 |
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 | KIMBERLIN COMPANY, PLLC |
Accountancy firm EIN | 2021-12-31 | 455497718 |
2020 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $5,274,930 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $995,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $911,448 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,377,118 |
Value of total assets at end of year | 2020-12-31 | $12,991,665 |
Value of total assets at beginning of year | 2020-12-31 | $8,711,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $83,638 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $15,535 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $185,061 |
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 | $185,061 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $1,976,936 |
Participant contributions at end of year | 2020-12-31 | $175,432 |
Participant contributions at beginning of year | 2020-12-31 | $191,938 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $243,036 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $140 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $4,279,844 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,991,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,711,821 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $14,123 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,442,568 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,021,079 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $86,924 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $68,577 |
Interest on participant loans | 2020-12-31 | $14,808 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $727 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $286,741 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $61,491 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $368,736 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,678,633 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $12,475 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $6,108 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
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 | $1,157,146 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $911,308 |
Contract administrator fees | 2020-12-31 | $69,515 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KIMBERLIN COMPANY, PLLC |
Accountancy firm EIN | 2020-12-31 | 455497718 |
2019 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $5,040,405 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,179,397 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,133,535 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $17 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,723,271 |
Value of total assets at end of year | 2019-12-31 | $8,711,821 |
Value of total assets at beginning of year | 2019-12-31 | $4,850,813 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $45,845 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $6,501 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $153,268 |
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 | $153,268 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
Contributions received from participants | 2019-12-31 | $1,753,052 |
Participant contributions at end of year | 2019-12-31 | $191,938 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $252 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $861,387 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $92,709 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $10,140 |
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 |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $3,861,008 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,711,821 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,850,813 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $8,021,079 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,840,279 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $68,577 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $6,501 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $61,491 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $368,736 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,148,742 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $7,044 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,579 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
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 | $1,108,832 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $142 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,040,826 |
Contract administrator fees | 2019-12-31 | $45,845 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
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 | KIMBERLIN COMPANY, PLLC |
Accountancy firm EIN | 2019-12-31 | 455497718 |
2018 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $2,695,766 |
Total of all expenses incurred | 2018-12-31 | $688,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $688,403 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,112,435 |
Value of total assets at end of year | 2018-12-31 | $4,850,813 |
Value of total assets at beginning of year | 2018-12-31 | $2,843,450 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,399,587 |
Participant contributions at end of year | 2018-12-31 | $252 |
Participant contributions at beginning of year | 2018-12-31 | $237 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $825,489 |
Total non interest bearing cash at end of year | 2018-12-31 | $10,140 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $2,150 |
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 |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $2,007,363 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,850,813 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,843,450 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,840,279 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,840,958 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-416,669 |
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 | $887,359 |
Employer contributions (assets) at end of year | 2018-12-31 | $142 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $105 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $688,403 |
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 | KIMBERLIN COMPANY, PLLC |
Accountancy firm EIN | 2018-12-31 | 455497718 |
2017 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $1,573,213 |
Total of all expenses incurred | 2017-12-31 | $270,722 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $261,650 |
Value of total corrective distributions | 2017-12-31 | $8,942 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,283,043 |
Value of total assets at end of year | 2017-12-31 | $2,843,450 |
Value of total assets at beginning of year | 2017-12-31 | $1,540,959 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $130 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $678,941 |
Participant contributions at end of year | 2017-12-31 | $237 |
Participant contributions at beginning of year | 2017-12-31 | $12,475 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $340,974 |
Total non interest bearing cash at end of year | 2017-12-31 | $2,150 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $20,159 |
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 | $1,302,491 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,843,450 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,540,959 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,840,958 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,502,145 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $290,170 |
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 | $263,128 |
Employer contributions (assets) at end of year | 2017-12-31 | $105 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $6,180 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $261,650 |
Contract administrator fees | 2017-12-31 | $130 |
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 | KIMBERLIN COMPANY, PLLC |
Accountancy firm EIN | 2017-12-31 | 455497718 |
2016 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $1,132,868 |
Total of all expenses incurred | 2016-12-31 | $112,112 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $112,112 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,048,872 |
Value of total assets at end of year | 2016-12-31 | $1,540,959 |
Value of total assets at beginning of year | 2016-12-31 | $520,203 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $456,333 |
Participant contributions at end of year | 2016-12-31 | $12,475 |
Participant contributions at beginning of year | 2016-12-31 | $10,573 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $395,028 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $88 |
Total non interest bearing cash at end of year | 2016-12-31 | $20,159 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $867 |
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 | $1,020,756 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,540,959 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $520,203 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,502,145 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $504,013 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $83,996 |
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 | $197,511 |
Employer contributions (assets) at end of year | 2016-12-31 | $6,180 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $4,662 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $112,112 |
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 | RUSS KIMBERLIN, CPA PLLC |
Accountancy firm EIN | 2016-12-31 | 455497718 |
2015 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources (including contributions) | 2015-12-31 | $522,525 |
Total of all expenses incurred | 2015-12-31 | $2,322 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $536,475 |
Value of total assets at end of year | 2015-12-31 | $520,203 |
Value of total assets at beginning of year | 2015-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $335 |
Total interest from all sources | 2015-12-31 | $37 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $349,842 |
Participant contributions at end of year | 2015-12-31 | $10,573 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $31,079 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $88 |
Other income not declared elsewhere | 2015-12-31 | $88 |
Administrative expenses (other) incurred | 2015-12-31 | $335 |
Total non interest bearing cash at end of year | 2015-12-31 | $867 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $520,203 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $520,203 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $504,013 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $37 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-14,075 |
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 | $155,554 |
Employer contributions (assets) at end of year | 2015-12-31 | $4,662 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,987 |
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 | RUSS KIMBERLIN, CPA PLLC |
Accountancy firm EIN | 2015-12-31 | 455497718 |