KARL STORZ IMAGING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN
401k plan membership statisitcs for KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN
Measure | Date | Value |
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2022 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-11,199,868 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,542,689 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,405,946 |
Value of total corrective distributions | 2022-12-31 | $382 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,818,143 |
Value of total assets at end of year | 2022-12-31 | $95,642,039 |
Value of total assets at beginning of year | 2022-12-31 | $112,384,596 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $136,361 |
Total interest from all sources | 2022-12-31 | $450,072 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,464,032 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,464,032 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,307,528 |
Participant contributions at end of year | 2022-12-31 | $1,155,161 |
Participant contributions at beginning of year | 2022-12-31 | $1,361,323 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $2,105,667 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,916,555 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $127,081 |
Other income not declared elsewhere | 2022-12-31 | $-281,260 |
Administrative expenses (other) incurred | 2022-12-31 | $136,361 |
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 | $-16,742,557 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $95,642,039 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $112,384,596 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $57,380,983 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $91,428,678 |
Interest on participant loans | 2022-12-31 | $47,913 |
Interest earned on other investments | 2022-12-31 | $402,159 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $14,435,495 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $20,564,733 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $17,678,040 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-18,547,771 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,103,084 |
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 | $1,383,534 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,405,946 |
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 | MCGOWAN GUNTERMANN |
Accountancy firm EIN | 2022-12-31 | 953680171 |
2021 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $18,593,414 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,628,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,476,536 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $250 |
Value of total corrective distributions | 2021-12-31 | $318 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,908,220 |
Value of total assets at end of year | 2021-12-31 | $112,384,596 |
Value of total assets at beginning of year | 2021-12-31 | $97,420,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $151,719 |
Total interest from all sources | 2021-12-31 | $462,090 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,989,514 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,989,514 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,071,256 |
Participant contributions at end of year | 2021-12-31 | $1,361,323 |
Participant contributions at beginning of year | 2021-12-31 | $1,519,898 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,916,555 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,333,126 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $557,837 |
Other income not declared elsewhere | 2021-12-31 | $223,403 |
Administrative expenses (other) incurred | 2021-12-31 | $151,719 |
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 | $14,964,591 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $112,384,596 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $97,420,005 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $91,428,678 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $76,176,784 |
Interest on participant loans | 2021-12-31 | $61,475 |
Interest earned on other investments | 2021-12-31 | $400,615 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $17,678,040 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $18,390,197 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $8,010,187 |
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 | $1,279,127 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,476,536 |
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 | MCGOWAN GUNTERMANN |
Accountancy firm EIN | 2021-12-31 | 953680171 |
2020 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $18,257,352 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $8,927,015 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,793,834 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $800 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,616,267 |
Value of total assets at end of year | 2020-12-31 | $97,420,005 |
Value of total assets at beginning of year | 2020-12-31 | $88,089,668 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $132,381 |
Total interest from all sources | 2020-12-31 | $467,522 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,281,040 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,281,040 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,888,967 |
Participant contributions at end of year | 2020-12-31 | $1,519,898 |
Participant contributions at beginning of year | 2020-12-31 | $1,549,985 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,333,126 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,237,999 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $382,611 |
Other income not declared elsewhere | 2020-12-31 | $521,056 |
Administrative expenses (other) incurred | 2020-12-31 | $132,381 |
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 | $9,330,337 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $97,420,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $88,089,668 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $76,176,784 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $69,111,225 |
Interest on participant loans | 2020-12-31 | $70,124 |
Interest earned on other investments | 2020-12-31 | $397,398 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $18,390,197 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $16,190,459 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $9,371,467 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,344,689 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,793,834 |
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 | MCGOWAN GUNTERMANN |
Accountancy firm EIN | 2020-12-31 | 953680171 |
2019 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $943,016 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $19,823,409 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,805,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,679,555 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,376,575 |
Value of total assets at end of year | 2019-12-31 | $88,089,668 |
Value of total assets at beginning of year | 2019-12-31 | $72,014,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $125,670 |
Total interest from all sources | 2019-12-31 | $457,937 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,445,018 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,445,018 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,786,118 |
Participant contributions at end of year | 2019-12-31 | $1,549,985 |
Participant contributions at beginning of year | 2019-12-31 | $1,522,269 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,237,999 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $834,498 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $235,693 |
Other income not declared elsewhere | 2019-12-31 | $415,996 |
Administrative expenses (other) incurred | 2019-12-31 | $125,670 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $17,018,184 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $88,089,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $72,014,500 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $69,111,225 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $54,948,327 |
Interest on participant loans | 2019-12-31 | $68,517 |
Interest earned on other investments | 2019-12-31 | $389,420 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $16,190,459 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $14,709,406 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,127,883 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,354,764 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,679,555 |
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 | MCGOWAN GUNTERMANN |
Accountancy firm EIN | 2019-12-31 | 953680171 |
2018 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,220,234 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,454,156 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,344,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,132,679 |
Value of total assets at end of year | 2018-12-31 | $72,014,500 |
Value of total assets at beginning of year | 2018-12-31 | $72,248,422 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $109,615 |
Total interest from all sources | 2018-12-31 | $441,894 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,012,872 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $3,012,872 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,724,876 |
Participant contributions at end of year | 2018-12-31 | $1,522,269 |
Participant contributions at beginning of year | 2018-12-31 | $1,414,529 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $834,498 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $887,120 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $99,596 |
Other income not declared elsewhere | 2018-12-31 | $41,998 |
Administrative expenses (other) incurred | 2018-12-31 | $109,615 |
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 | $-233,922 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $72,014,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $72,248,422 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $54,948,327 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $56,587,528 |
Interest on participant loans | 2018-12-31 | $60,489 |
Interest earned on other investments | 2018-12-31 | $381,405 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $14,709,406 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $13,359,245 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-6,409,209 |
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 | $1,308,207 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,344,541 |
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 | MCGOWAN GUNTERMANN |
Accountancy firm EIN | 2018-12-31 | 953680171 |
2017 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $95,750 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $14,531,632 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,565,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,504,638 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,850,313 |
Value of total assets at end of year | 2017-12-31 | $72,248,422 |
Value of total assets at beginning of year | 2017-12-31 | $60,378,391 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $61,213 |
Total interest from all sources | 2017-12-31 | $427,449 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,419,659 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,419,659 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,468,715 |
Participant contributions at end of year | 2017-12-31 | $1,414,529 |
Participant contributions at beginning of year | 2017-12-31 | $1,526,789 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $887,120 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,173,697 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $120,948 |
Other income not declared elsewhere | 2017-12-31 | $165,804 |
Administrative expenses (other) incurred | 2017-12-31 | $61,213 |
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 | $11,965,781 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $72,248,422 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $60,378,391 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $56,587,528 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $44,561,890 |
Interest on participant loans | 2017-12-31 | $53,273 |
Interest earned on other investments | 2017-12-31 | $374,176 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $13,359,245 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $13,116,015 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,668,407 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,260,650 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,504,638 |
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 | MCGOWAN GUNTERMANN |
Accountancy firm EIN | 2017-12-31 | 953680171 |
2016 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $182,931 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $9,041,639 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,834,362 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,799,095 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,045,553 |
Value of total assets at end of year | 2016-12-31 | $60,378,391 |
Value of total assets at beginning of year | 2016-12-31 | $53,354,045 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $35,267 |
Total interest from all sources | 2016-12-31 | $404,793 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,705,804 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,705,804 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,303,356 |
Participant contributions at end of year | 2016-12-31 | $1,526,789 |
Participant contributions at beginning of year | 2016-12-31 | $1,481,186 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,173,697 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $1,135,816 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $585,918 |
Other income not declared elsewhere | 2016-12-31 | $89,361 |
Administrative expenses (other) incurred | 2016-12-31 | $35,267 |
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 | $7,207,277 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $60,378,391 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $53,354,045 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $44,561,890 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $40,035,642 |
Interest on participant loans | 2016-12-31 | $54,169 |
Interest earned on other investments | 2016-12-31 | $350,624 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $13,116,015 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $10,701,401 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,796,128 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,156,279 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,799,095 |
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 | MCGOWAN GUNTERMANN |
Accountancy firm EIN | 2016-12-31 | 953680171 |
2015 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $150,163 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $5,026,675 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,033,444 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,994,558 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $3,424 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,560,847 |
Value of total assets at end of year | 2015-12-31 | $53,354,045 |
Value of total assets at beginning of year | 2015-12-31 | $51,510,977 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $35,462 |
Total interest from all sources | 2015-12-31 | $365,839 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,342,404 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,342,404 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $3,257,019 |
Participant contributions at end of year | 2015-12-31 | $1,481,186 |
Participant contributions at beginning of year | 2015-12-31 | $1,580,959 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $1,135,816 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $1,111,267 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $208,417 |
Other income not declared elsewhere | 2015-12-31 | $-14,051 |
Administrative expenses (other) incurred | 2015-12-31 | $35,462 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,993,231 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $53,354,045 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $51,510,977 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $40,035,642 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $38,646,168 |
Interest on participant loans | 2015-12-31 | $52,534 |
Interest earned on other investments | 2015-12-31 | $313,305 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $10,701,401 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $10,172,583 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,228,364 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,095,411 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,994,558 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MCGOWAN GUNTERMANN |
Accountancy firm EIN | 2015-12-31 | 953680171 |
2014 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $11,674 |
Total transfer of assets from this plan | 2014-12-31 | $257,210 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $7,306,196 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,182,451 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,156,282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,344,461 |
Value of total assets at end of year | 2014-12-31 | $51,510,977 |
Value of total assets at beginning of year | 2014-12-31 | $45,632,768 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $26,169 |
Total interest from all sources | 2014-12-31 | $345,138 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,786,801 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,786,801 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,945,650 |
Participant contributions at end of year | 2014-12-31 | $1,580,959 |
Participant contributions at beginning of year | 2014-12-31 | $1,559,317 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $1,111,267 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $935,844 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $314,541 |
Other income not declared elsewhere | 2014-12-31 | $84,742 |
Administrative expenses (other) incurred | 2014-12-31 | $26,169 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $6,123,745 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $51,510,977 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $45,632,768 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $38,646,168 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $33,980,697 |
Interest on participant loans | 2014-12-31 | $56,737 |
Interest earned on other investments | 2014-12-31 | $288,401 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $10,172,583 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $9,156,910 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $745,054 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,084,270 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,156,282 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MCGOWAN GUNTERMANN |
Accountancy firm EIN | 2014-12-31 | 953680171 |
2013 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $10,088,490 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,295,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,277,560 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,593,867 |
Value of total assets at end of year | 2013-12-31 | $45,632,768 |
Value of total assets at beginning of year | 2013-12-31 | $36,840,012 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $18,174 |
Total interest from all sources | 2013-12-31 | $324,684 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,170,726 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,170,726 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,533,537 |
Participant contributions at end of year | 2013-12-31 | $1,559,317 |
Participant contributions at beginning of year | 2013-12-31 | $1,557,882 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $935,844 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $880,472 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $117,779 |
Other income not declared elsewhere | 2013-12-31 | $15,347 |
Administrative expenses (other) incurred | 2013-12-31 | $18,174 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $8,792,756 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $45,632,768 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $36,840,012 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $33,980,697 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $25,580,582 |
Interest on participant loans | 2013-12-31 | $56,567 |
Interest earned on other investments | 2013-12-31 | $268,117 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $9,156,910 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $8,821,076 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,983,866 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $942,551 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,277,560 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MCGOWAN GUNTERMANN |
Accountancy firm EIN | 2013-12-31 | 953680171 |
2012 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $436,152 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $6,973,983 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,337,821 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,323,738 |
Value of total corrective distributions | 2012-12-31 | $877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,355,836 |
Value of total assets at end of year | 2012-12-31 | $36,840,012 |
Value of total assets at beginning of year | 2012-12-31 | $31,640,002 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $13,206 |
Total interest from all sources | 2012-12-31 | $311,680 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $639,448 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $639,448 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,305,215 |
Participant contributions at end of year | 2012-12-31 | $1,557,882 |
Participant contributions at beginning of year | 2012-12-31 | $1,419,759 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $880,472 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $731,128 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $159,775 |
Other income not declared elsewhere | 2012-12-31 | $3,034 |
Administrative expenses (other) incurred | 2012-12-31 | $13,206 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,636,162 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $36,840,012 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $31,640,002 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $25,580,582 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $21,034,143 |
Interest on participant loans | 2012-12-31 | $56,574 |
Interest earned on other investments | 2012-12-31 | $255,106 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $8,821,076 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $8,454,972 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,663,985 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $890,846 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,323,738 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MCGOWAN GUNTERMANN |
Accountancy firm EIN | 2012-12-31 | 953680171 |
2011 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $64,492 |
Total transfer of assets from this plan | 2011-12-31 | $1,032,659 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,530,706 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,378,432 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,364,357 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $3,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,974,512 |
Value of total assets at end of year | 2011-12-31 | $31,640,002 |
Value of total assets at beginning of year | 2011-12-31 | $32,455,895 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $10,662 |
Total interest from all sources | 2011-12-31 | $320,159 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $365,357 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $365,357 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,124,592 |
Participant contributions at end of year | 2011-12-31 | $1,419,759 |
Participant contributions at beginning of year | 2011-12-31 | $1,348,400 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $731,128 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $707,186 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $38,448 |
Other income not declared elsewhere | 2011-12-31 | $-22,132 |
Administrative expenses (other) incurred | 2011-12-31 | $10,662 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $152,274 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $31,640,002 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $32,455,895 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $21,034,143 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $21,848,953 |
Interest on participant loans | 2011-12-31 | $59,509 |
Interest earned on other investments | 2011-12-31 | $260,650 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $8,454,972 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $8,551,356 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,107,190 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $811,472 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,364,357 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MCGOWAN GUNTERMANN |
Accountancy firm EIN | 2011-12-31 | 953680171 |
2010 : KARL STORZ IMAGING, INC. EMPLOYEES ' SAVINGS PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $41,310 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $6,620,978 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,356,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,348,927 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,248,020 |
Value of total assets at end of year | 2010-12-31 | $32,455,895 |
Value of total assets at beginning of year | 2010-12-31 | $27,150,281 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $7,747 |
Total interest from all sources | 2010-12-31 | $308,248 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $337,955 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $337,955 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,157,737 |
Participant contributions at end of year | 2010-12-31 | $1,348,400 |
Participant contributions at beginning of year | 2010-12-31 | $1,002,481 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $707,186 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $660,793 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $276,417 |
Other income not declared elsewhere | 2010-12-31 | $37,201 |
Administrative expenses (other) incurred | 2010-12-31 | $7,747 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $5,264,304 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $32,455,895 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $27,150,281 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $21,848,953 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $17,173,195 |
Interest on participant loans | 2010-12-31 | $59,991 |
Interest earned on other investments | 2010-12-31 | $248,257 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $8,551,356 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $8,313,812 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,689,554 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $813,866 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,348,927 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MCGOWAN GUNTERMANN |
Accountancy firm EIN | 2010-12-31 | 953680171 |