401k Plan data: BOMBARDIER 401(K) SAVINGS PLAN plan

BOMBARDIER 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	BOMBARDIER 401(K) SAVINGS PLAN
Plan identification number	007

BOMBARDIER 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined 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 sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BOMBARDIER AEROSPACE (HOLDINGS) USA INC. has sponsored the creation of one or more 401k plans.

Company Name: BOMBARDIER AEROSPACE (HOLDINGS) USA INC.

Employer identification number (EIN): 475222722

NAIC Classification: 336410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOMBARDIER 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2022-01-01
007 2021-01-01
007 2020-01-01
007 2019-01-01
007 2018-01-01
007 2017-01-01 JOHNNA ARMSTRONG
007 2016-01-01 JOAN SCHUTTLER

Plan Statistics for BOMBARDIER 401(K) SAVINGS PLAN

401k plan membership statisitcs for BOMBARDIER 401(K) SAVINGS PLAN

Measure Date Value
2022: BOMBARDIER 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3,681
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,078
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,715
Total of all active and inactive participants 2022-01-01 3,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 19
Total participants 2022-01-01 3,812
Number of participants with account balances 2022-01-01 3,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 168
2021: BOMBARDIER 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,877
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,889
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,777
Total of all active and inactive participants 2021-01-01 3,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 15
Total participants 2021-01-01 3,681
Number of participants with account balances 2021-01-01 3,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 159
2020: BOMBARDIER 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4,246
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,020
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,844
Total of all active and inactive participants 2020-01-01 3,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 13
Total participants 2020-01-01 3,877
Number of participants with account balances 2020-01-01 3,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 120
2019: BOMBARDIER 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4,117
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,685
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,551
Total of all active and inactive participants 2019-01-01 4,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 10
Total participants 2019-01-01 4,246
Number of participants with account balances 2019-01-01 4,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 198
2018: BOMBARDIER 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4,364
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,652
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,457
Total of all active and inactive participants 2018-01-01 4,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 8
Total participants 2018-01-01 4,117
Number of participants with account balances 2018-01-01 4,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 195
2017: BOMBARDIER 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4,508
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,899
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,459
Total of all active and inactive participants 2017-01-01 4,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 6
Total participants 2017-01-01 4,364
Number of participants with account balances 2017-01-01 4,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 189
2016: BOMBARDIER 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4,711
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3,116
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1,386
Total of all active and inactive participants 2016-01-01 4,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 6
Total participants 2016-01-01 4,508
Number of participants with account balances 2016-01-01 4,415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 162

Measure	Date	Value
2022: BOMBARDIER 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3,681
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,078
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,715
Total of all active and inactive participants	2022-01-01	3,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	19
Total participants	2022-01-01	3,812
Number of participants with account balances	2022-01-01	3,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	168
2021: BOMBARDIER 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,877
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,889
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,777
Total of all active and inactive participants	2021-01-01	3,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	15
Total participants	2021-01-01	3,681
Number of participants with account balances	2021-01-01	3,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	159
2020: BOMBARDIER 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4,246
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,020
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,844
Total of all active and inactive participants	2020-01-01	3,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	13
Total participants	2020-01-01	3,877
Number of participants with account balances	2020-01-01	3,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	120
2019: BOMBARDIER 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4,117
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,685
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,551
Total of all active and inactive participants	2019-01-01	4,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	10
Total participants	2019-01-01	4,246
Number of participants with account balances	2019-01-01	4,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	198
2018: BOMBARDIER 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4,364
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,652
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,457
Total of all active and inactive participants	2018-01-01	4,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	8
Total participants	2018-01-01	4,117
Number of participants with account balances	2018-01-01	4,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	195
2017: BOMBARDIER 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4,508
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,899
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,459
Total of all active and inactive participants	2017-01-01	4,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	6
Total participants	2017-01-01	4,364
Number of participants with account balances	2017-01-01	4,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	189
2016: BOMBARDIER 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4,711
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3,116
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1,386
Total of all active and inactive participants	2016-01-01	4,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	6
Total participants	2016-01-01	4,508
Number of participants with account balances	2016-01-01	4,415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	162

Financial Data on BOMBARDIER 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : BOMBARDIER 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$1,818,691
Total transfer of assets from this plan	2022-12-31	$1,121,041
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	$-54,431,080
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$53,189,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$52,901,086
Expenses. Certain deemed distributions of participant loans	2022-12-31	$10,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$33,292,082
Value of total assets at end of year	2022-12-31	$458,474,996
Value of total assets at beginning of year	2022-12-31	$565,397,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$277,445
Total interest from all sources	2022-12-31	$303,797
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$56,567
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$17,448,199
Participant contributions at end of year	2022-12-31	$6,640,315
Participant contributions at beginning of year	2022-12-31	$7,280,264
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,775,323
Administrative expenses (other) incurred	2022-12-31	$208,728
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	$-107,620,444
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$458,474,996
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$565,397,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$12,150
Interest on participant loans	2022-12-31	$303,797
Value of interest in master investment trust accounts at end of year	2022-12-31	$451,553,153
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$558,006,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$12,068,560
Employer contributions (assets) at end of year	2022-12-31	$281,528
Employer contributions (assets) at beginning of year	2022-12-31	$110,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$52,901,086
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	ERNST & YOUNG, LLP
Accountancy firm EIN	2022-12-31	346565596
2021 : BOMBARDIER 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$113,526
Total transfer of assets from this plan	2021-12-31	$266,373
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	$53,263
Total income from all sources (including contributions)	2021-12-31	$95,477,245
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$69,626,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$69,334,913
Value of total corrective distributions	2021-12-31	$2,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$27,758,663
Value of total assets at end of year	2021-12-31	$565,397,790
Value of total assets at beginning of year	2021-12-31	$539,752,908
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$289,016
Total interest from all sources	2021-12-31	$358,916
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$70,109
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
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	$16,292,819
Participant contributions at end of year	2021-12-31	$7,280,264
Participant contributions at beginning of year	2021-12-31	$8,281,303
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,062,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$53,263
Administrative expenses (other) incurred	2021-12-31	$205,891
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	$25,850,992
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$565,397,790
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$539,699,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$13,016
Interest on participant loans	2021-12-31	$358,916
Value of interest in master investment trust accounts at end of year	2021-12-31	$558,006,874
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$531,304,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$10,403,412
Employer contributions (assets) at end of year	2021-12-31	$110,652
Employer contributions (assets) at beginning of year	2021-12-31	$166,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$69,334,913
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	ERNST & YOUNG, LLP
Accountancy firm EIN	2021-12-31	346565596
2020 : BOMBARDIER 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$13,566
Total transfer of assets from this plan	2020-12-31	$524,204
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$53,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$59,147
Total income from all sources (including contributions)	2020-12-31	$102,830,974
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$92,244,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$91,927,958
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,556
Value of total corrective distributions	2020-12-31	$2,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$31,992,163
Value of total assets at end of year	2020-12-31	$539,752,908
Value of total assets at beginning of year	2020-12-31	$529,682,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$312,383
Total interest from all sources	2020-12-31	$502,906
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$51,984
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
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
Contributions received from participants	2020-12-31	$18,099,350
Participant contributions at end of year	2020-12-31	$8,281,303
Participant contributions at beginning of year	2020-12-31	$10,825,104
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$671,204
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,345,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$53,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$59,147
Administrative expenses (other) incurred	2020-12-31	$260,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$10,586,561
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$539,699,645
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$529,623,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Interest on participant loans	2020-12-31	$502,906
Value of interest in master investment trust accounts at end of year	2020-12-31	$531,304,613
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$517,521,879
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	$11,547,775
Employer contributions (assets) at end of year	2020-12-31	$166,992
Employer contributions (assets) at beginning of year	2020-12-31	$664,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$91,927,958
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2020-12-31	346565596
2019 : BOMBARDIER 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$291,159
Total transfer of assets from this plan	2019-12-31	$134,063
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$59,147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$56,338
Total income from all sources (including contributions)	2019-12-31	$133,619,451
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$68,244,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$67,919,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$36,667,412
Value of total assets at end of year	2019-12-31	$529,682,869
Value of total assets at beginning of year	2019-12-31	$464,147,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$324,625
Total interest from all sources	2019-12-31	$564,744
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$52,670
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Contributions received from participants	2019-12-31	$20,195,088
Participant contributions at end of year	2019-12-31	$10,825,104
Participant contributions at beginning of year	2019-12-31	$12,323,315
Participant contributions at end of year	2019-12-31	$671,204
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,442,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$59,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$56,338
Administrative expenses (other) incurred	2019-12-31	$258,945
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	$133,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$65,375,144
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$529,623,722
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$464,091,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$13,010
Interest on participant loans	2019-12-31	$564,744
Value of interest in master investment trust accounts at end of year	2019-12-31	$517,521,879
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$451,350,953
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	$14,030,040
Employer contributions (assets) at end of year	2019-12-31	$664,682
Employer contributions (assets) at beginning of year	2019-12-31	$340,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$67,919,682
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2019-12-31	346565596
2018 : BOMBARDIER 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$203,120
Total transfer of assets from this plan	2018-12-31	$461,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$56,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$59,621
Total income from all sources (including contributions)	2018-12-31	$5,783,010
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$56,825,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$56,484,404
Value of total corrective distributions	2018-12-31	$6,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$35,935,237
Value of total assets at end of year	2018-12-31	$464,147,820
Value of total assets at beginning of year	2018-12-31	$515,451,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$334,110
Total interest from all sources	2018-12-31	$612,213
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$62,926
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$25,000,000
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	$20,814,075
Participant contributions at end of year	2018-12-31	$12,323,315
Participant contributions at beginning of year	2018-12-31	$13,524,982
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$642,776
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,180,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$56,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$59,621
Administrative expenses (other) incurred	2018-12-31	$243,459
Total non interest bearing cash at end of year	2018-12-31	$133,357
Total non interest bearing cash at beginning of year	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$-51,042,403
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$464,091,482
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$515,392,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$27,725
Interest on participant loans	2018-12-31	$612,213
Value of interest in master investment trust accounts at end of year	2018-12-31	$451,350,953
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$500,721,890
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	$13,941,036
Employer contributions (assets) at end of year	2018-12-31	$340,195
Employer contributions (assets) at beginning of year	2018-12-31	$562,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$56,484,404
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	ERNST & YOUNG, LLP
Accountancy firm EIN	2018-12-31	346565596
2017 : BOMBARDIER 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$315,179
Total transfer of assets from this plan	2017-12-31	$174,202
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$59,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$61,435
Total income from all sources (including contributions)	2017-12-31	$114,191,569
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$57,083,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$56,718,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$36,201,912
Value of total assets at end of year	2017-12-31	$515,451,760
Value of total assets at beginning of year	2017-12-31	$458,204,685
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$365,095
Total interest from all sources	2017-12-31	$594,810
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$100,835
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$25,000,000
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	$21,152,449
Participant contributions at end of year	2017-12-31	$13,524,982
Participant contributions at beginning of year	2017-12-31	$14,021,770
Participant contributions at end of year	2017-12-31	$642,776
Participant contributions at beginning of year	2017-12-31	$653,176
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$837,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$59,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$61,435
Administrative expenses (other) incurred	2017-12-31	$264,260
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$7,786
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	$57,107,912
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$515,392,139
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$458,143,250
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
Interest on participant loans	2017-12-31	$594,810
Value of interest in master investment trust accounts at end of year	2017-12-31	$500,721,890
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$442,885,775
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	$14,212,444
Employer contributions (assets) at end of year	2017-12-31	$562,112
Employer contributions (assets) at beginning of year	2017-12-31	$636,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$56,718,562
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	ERNST & YOUNG, LLP
Accountancy firm EIN	2017-12-31	346565596
2016 : BOMBARDIER 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$649,698
Total transfer of assets from this plan	2016-12-31	$38,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$61,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$64,151
Total income from all sources (including contributions)	2016-12-31	$63,957,508
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$53,714,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$53,309,599
Value of total corrective distributions	2016-12-31	$13
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$35,222,764
Value of total assets at end of year	2016-12-31	$458,204,685
Value of total assets at beginning of year	2016-12-31	$447,353,511
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$405,098
Total interest from all sources	2016-12-31	$605,829
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$146,923
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
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	$20,441,989
Participant contributions at end of year	2016-12-31	$14,021,770
Participant contributions at beginning of year	2016-12-31	$14,570,300
Participant contributions at end of year	2016-12-31	$653,176
Participant contributions at beginning of year	2016-12-31	$635,415
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,092,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$61,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$64,151
Administrative expenses (other) incurred	2016-12-31	$258,175
Total non interest bearing cash at end of year	2016-12-31	$7,786
Total non interest bearing cash at beginning of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$10,242,798
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$458,143,250
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$447,289,360
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
Interest on participant loans	2016-12-31	$605,829
Value of interest in master investment trust accounts at end of year	2016-12-31	$442,885,775
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$431,822,721
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	$13,688,191
Employer contributions (assets) at end of year	2016-12-31	$636,178
Employer contributions (assets) at beginning of year	2016-12-31	$325,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$53,309,599
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	ERNST & YOUNG, LLP
Accountancy firm EIN	2016-12-31	346565596

Form 5500 Responses for BOMBARDIER 401(K) SAVINGS PLAN

2022: BOMBARDIER 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BOMBARDIER 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BOMBARDIER 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BOMBARDIER 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BOMBARDIER 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BOMBARDIER 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BOMBARDIER 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

BOMBARDIER 401(K) SAVINGS PLAN [EIN = 820262961]

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Company Name:	BOMBARDIER AEROSPACE (HOLDINGS) USA INC.
Employer identification number (EIN):	475222722
NAIC Classification:	336410