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PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 401k Plan overview

Plan NamePLEXUS WORLDWIDE 401(K) RETIREMENT PLAN
Plan identification number 001

PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

PLEXUS WORLDWIDE, LLC has sponsored the creation of one or more 401k plans.

Company Name:PLEXUS WORLDWIDE, LLC
Employer identification number (EIN):465571152
NAIC Classification:454390
NAIC Description:Other Direct Selling Establishments

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JASON NEIFIELD
0012023-01-01
0012023-01-01SARAH BANNING
0012022-01-01
0012022-01-01JASON NEIFIELD
0012021-01-01
0012021-01-01MARY REISINGER
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARY REISINGER MARY REISINGER2018-09-28
0012016-01-01CRYSTAL THUDIUM CRYSTAL THUDIUM2017-10-13
0012015-01-01CRYSTAL THUDIUM CRYSTAL THUDIUM2016-10-14

Financial Data on PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN

Measure Date Value
2024 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2024 401k financial data
Total unrealized appreciation/depreciation of assets2024-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total income from all sources (including contributions)2024-01-01$6,587,541
Total loss/gain on sale of assets2024-01-01$0
Total of all expenses incurred2024-01-01$4,522,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$4,420,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$3,797,978
Value of total assets at end of year2024-01-01$21,694,934
Value of total assets at beginning of year2024-01-01$19,630,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$102,608
Total interest from all sources2024-01-01$22,429
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$78,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2024-01-01$78,992
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$500,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$2,235,417
Participant contributions at end of year2024-01-01$269,051
Participant contributions at beginning of year2024-01-01$262,019
Participant contributions at beginning of year2024-01-01$91
Income. Received or receivable in cash from other sources (including rollovers)2024-01-01$323,065
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2024-01-01$1,012
Other income not declared elsewhere2024-01-01$1,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$2,064,907
Value of net assets at end of year (total assets less liabilities)2024-01-01$21,694,934
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$19,630,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-01-01$6,125,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-01-01$5,974,395
Value of interest in pooled separate accounts at end of year2024-01-01$201,786
Value of interest in pooled separate accounts at beginning of year2024-01-01$71,802
Interest on participant loans2024-01-01$22,429
Value of interest in common/collective trusts at end of year2024-01-01$15,098,121
Value of interest in common/collective trusts at beginning of year2024-01-01$13,321,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2024-01-01$954,175
Net investment gain/loss from pooled separate accounts2024-01-01$-3,914
Net investment gain or loss from common/collective trusts2024-01-01$1,736,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Contributions received in cash from employer2024-01-01$1,239,496
Employer contributions (assets) at beginning of year2024-01-01$71
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$4,419,014
Contract administrator fees2024-01-01$102,608
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01KIMBERLIN COMPANY PLLC
Accountancy firm EIN2024-01-01455497718
2023 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,974,716
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,101,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,002,420
Value of total corrective distributions2023-12-31$2,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,806,710
Value of total assets at end of year2023-12-31$19,630,027
Value of total assets at beginning of year2023-12-31$15,756,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$96,851
Total interest from all sources2023-12-31$20,160
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$88,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$88,989
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,286,027
Participant contributions at end of year2023-12-31$262,019
Participant contributions at beginning of year2023-12-31$240,760
Participant contributions at end of year2023-12-31$91
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$300,123
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$2,265
Other income not declared elsewhere2023-12-31$168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,873,409
Value of net assets at end of year (total assets less liabilities)2023-12-31$19,630,027
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$15,756,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,974,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,045,234
Value of interest in pooled separate accounts at end of year2023-12-31$71,802
Value of interest in pooled separate accounts at beginning of year2023-12-31$60,483
Interest on participant loans2023-12-31$20,160
Value of interest in common/collective trusts at end of year2023-12-31$13,321,649
Value of interest in common/collective trusts at beginning of year2023-12-31$11,410,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,019,138
Net investment gain/loss from pooled separate accounts2023-12-31$11,368
Net investment gain or loss from common/collective trusts2023-12-31$2,028,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,220,560
Employer contributions (assets) at end of year2023-12-31$71
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,000,155
Contract administrator fees2023-12-31$96,851
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2023-12-31455497718
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$6,974,716
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$3,101,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$3,002,420
Value of total corrective distributions2023-01-01$2,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,806,710
Value of total assets at end of year2023-01-01$19,630,027
Value of total assets at beginning of year2023-01-01$15,756,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$96,851
Total interest from all sources2023-01-01$20,160
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$88,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$88,989
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,286,027
Participant contributions at end of year2023-01-01$262,019
Participant contributions at beginning of year2023-01-01$240,760
Participant contributions at end of year2023-01-01$91
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$300,123
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$2,265
Other income not declared elsewhere2023-01-01$168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,873,409
Value of net assets at end of year (total assets less liabilities)2023-01-01$19,630,027
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$15,756,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$5,974,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$4,045,234
Value of interest in pooled separate accounts at end of year2023-01-01$71,802
Value of interest in pooled separate accounts at beginning of year2023-01-01$60,483
Interest on participant loans2023-01-01$20,160
Value of interest in common/collective trusts at end of year2023-01-01$13,321,649
Value of interest in common/collective trusts at beginning of year2023-01-01$11,410,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,019,138
Net investment gain/loss from pooled separate accounts2023-01-01$11,368
Net investment gain or loss from common/collective trusts2023-01-01$2,028,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$1,220,560
Employer contributions (assets) at end of year2023-01-01$71
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$3,000,155
Contract administrator fees2023-01-01$96,851
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2023-01-01455497718
2022 : PLEXUS WORLDWIDE 401(K) RETIREMENT 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$1,934,174
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,503,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,414,545
Value of total corrective distributions2022-12-31$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 year2022-12-31$15,756,578
Value of total assets at beginning of year2022-12-31$16,325,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$82,958
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$60,856
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,208,946
Participant contributions at end of year2022-12-31$240,720
Participant contributions at beginning of year2022-12-31$118,527
Participant contributions at beginning of year2022-12-31$5,860
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,411,319
Other income not declared elsewhere2022-12-31$490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
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$4,045,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,965,537
Value of interest in pooled separate accounts at end of year2022-12-31$60,483
Value of interest in pooled separate accounts at beginning of year2022-12-31$79,444
Interest on participant loans2022-12-31$10,135
Value of interest in common/collective trusts at end of year2022-12-31$11,410,141
Value of interest in common/collective trusts at beginning of year2022-12-31$153,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,477,382
Net investment gain/loss from pooled separate accounts2022-12-31$-16,514
Net investment gain or loss from common/collective trusts2022-12-31$-466,648
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,202,972
Employer contributions (assets) at beginning of year2022-12-31$2,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,414,545
Contract administrator fees2022-12-31$82,958
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 name2022-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2022-12-31455497718
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$1,934,214
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,503,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,414,545
Value of total corrective distributions2022-01-01$5,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$4,823,237
Value of total assets at end of year2022-01-01$15,756,618
Value of total assets at beginning of year2022-01-01$16,325,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$82,958
Total interest from all sources2022-01-01$10,175
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$60,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$60,856
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,208,946
Participant contributions at end of year2022-01-01$240,760
Participant contributions at beginning of year2022-01-01$118,527
Participant contributions at beginning of year2022-01-01$5,860
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$1,411,319
Other income not declared elsewhere2022-01-01$490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-568,924
Value of net assets at end of year (total assets less liabilities)2022-01-01$15,756,618
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$16,325,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$4,045,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$15,965,537
Value of interest in pooled separate accounts at end of year2022-01-01$60,483
Value of interest in pooled separate accounts at beginning of year2022-01-01$79,444
Interest on participant loans2022-01-01$10,175
Value of interest in common/collective trusts at end of year2022-01-01$11,410,141
Value of interest in common/collective trusts at beginning of year2022-01-01$153,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,477,382
Net investment gain/loss from pooled separate accounts2022-01-01$-16,514
Net investment gain or loss from common/collective trusts2022-01-01$-466,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,202,972
Employer contributions (assets) at beginning of year2022-01-01$2,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,414,545
Contract administrator fees2022-01-01$82,958
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2022-01-01455497718
2021 : PLEXUS WORLDWIDE 401(K) RETIREMENT 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$5,905,786
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,580,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,489,564
Value of total corrective distributions2021-12-31$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 year2021-12-31$16,316,752
Value of total assets at beginning of year2021-12-31$12,991,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$90,874
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$256,603
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,165,780
Participant contributions at end of year2021-12-31$118,527
Participant contributions at beginning of year2021-12-31$175,432
Participant contributions at end of year2021-12-31$5,860
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$455,948
Other income not declared elsewhere2021-12-31$220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
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$15,965,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,442,568
Value of interest in pooled separate accounts at end of year2021-12-31$79,444
Value of interest in pooled separate accounts at beginning of year2021-12-31$86,924
Interest on participant loans2021-12-31$10,622
Value of interest in common/collective trusts at end of year2021-12-31$153,244
Value of interest in common/collective trusts at beginning of year2021-12-31$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 accounts2021-12-31$9,789
Net investment gain or loss from common/collective trusts2021-12-31$4,481
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,168,742
Employer contributions (assets) at end of year2021-12-31$2,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,489,564
Contract administrator fees2021-12-31$90,874
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 name2021-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2021-12-31455497718
2020 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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 paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,274,930
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$995,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$911,448
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,377,118
Value of total assets at end of year2020-12-31$12,991,665
Value of total assets at beginning of year2020-12-31$8,711,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,638
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$185,061
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,976,936
Participant contributions at end of year2020-12-31$175,432
Participant contributions at beginning of year2020-12-31$191,938
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
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 year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$14,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,442,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,021,079
Value of interest in pooled separate accounts at end of year2020-12-31$86,924
Value of interest in pooled separate accounts at beginning of year2020-12-31$68,577
Interest on participant loans2020-12-31$14,808
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$727
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$286,741
Value of interest in common/collective trusts at beginning of year2020-12-31$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 year2020-12-31$368,736
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$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 accounts2020-12-31$12,475
Net investment gain or loss from common/collective trusts2020-12-31$6,108
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Contributions received in cash from employer2020-12-31$1,157,146
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$911,308
Contract administrator fees2020-12-31$69,515
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2020-12-31455497718
2019 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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 paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,040,405
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,179,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,133,535
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$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 year2019-12-31$8,711,821
Value of total assets at beginning of year2019-12-31$4,850,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,845
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$153,268
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,753,052
Participant contributions at end of year2019-12-31$191,938
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$252
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$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 year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
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 year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,021,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,840,279
Value of interest in pooled separate accounts at end of year2019-12-31$68,577
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$6,501
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$61,491
Value of interest in common/collective trusts at beginning of year2019-12-31$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 year2019-12-31$368,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$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 accounts2019-12-31$7,044
Net investment gain or loss from common/collective trusts2019-12-31$1,579
Net gain/loss from 103.12 investment entities2019-12-31$0
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
Contributions received in cash from employer2019-12-31$1,108,832
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$142
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,040,826
Contract administrator fees2019-12-31$45,845
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2019-12-31455497718
2018 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,695,766
Total of all expenses incurred2018-12-31$688,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$4,850,813
Value of total assets at beginning of year2018-12-31$2,843,450
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$10,000
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$1,399,587
Participant contributions at end of year2018-12-31$252
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$10,140
Total non interest bearing cash at beginning of year2018-12-31$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 appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$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)2018-12-31No
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$4,840,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,840,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-416,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$887,359
Employer contributions (assets) at end of year2018-12-31$142
Employer contributions (assets) at beginning of year2018-12-31$105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$688,403
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2018-12-31455497718
2017 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,573,213
Total of all expenses incurred2017-12-31$270,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$261,650
Value of total corrective distributions2017-12-31$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 year2017-12-31$2,843,450
Value of total assets at beginning of year2017-12-31$1,540,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$130
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$10,000
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$678,941
Participant contributions at end of year2017-12-31$237
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$2,150
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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$2,840,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$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 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
Contributions received in cash from employer2017-12-31$263,128
Employer contributions (assets) at end of year2017-12-31$105
Employer contributions (assets) at beginning of year2017-12-31$6,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$261,650
Contract administrator fees2017-12-31$130
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2017-12-31455497718
2016 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,132,868
Total of all expenses incurred2016-12-31$112,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$1,540,959
Value of total assets at beginning of year2016-12-31$520,203
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$10,000
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$456,333
Participant contributions at end of year2016-12-31$12,475
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$88
Total non interest bearing cash at end of year2016-12-31$20,159
Total non interest bearing cash at beginning of year2016-12-31$867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
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$1,502,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$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 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
Contributions received in cash from employer2016-12-31$197,511
Employer contributions (assets) at end of year2016-12-31$6,180
Employer contributions (assets) at beginning of year2016-12-31$4,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$112,112
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN2016-12-31455497718
2015 : PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$522,525
Total of all expenses incurred2015-12-31$2,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$520,203
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$335
Total interest from all sources2015-12-31$37
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$10,000
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$349,842
Participant contributions at end of year2015-12-31$10,573
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$88
Other income not declared elsewhere2015-12-31$88
Administrative expenses (other) incurred2015-12-31$335
Total non interest bearing cash at end of year2015-12-31$867
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
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$504,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$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 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
Contributions received in cash from employer2015-12-31$155,554
Employer contributions (assets) at end of year2015-12-31$4,662
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,987
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN2015-12-31455497718

Form 5500 Responses for PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN

2023: PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLEXUS WORLDWIDE 401(K) RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLEXUS WORLDWIDE 401(K) RETIREMENT 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627733
Policy instance 1
Insurance contract or identification number627733
Number of Individuals Covered435
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627733
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627733
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627733
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number627733
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916759-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916759-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916759-01
Policy instance 1

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