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GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 401k Plan overview

Plan NameGEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN
Plan identification number 001

GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

GEORG FISCHER SIGNET LLC has sponsored the creation of one or more 401k plans.

Company Name:GEORG FISCHER SIGNET LLC
Employer identification number (EIN):951768356
NAIC Classification:326100

Additional information about GEORG FISCHER SIGNET LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 200709210017

More information about GEORG FISCHER SIGNET LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTINE WENDEL
0012016-01-01CHRISTINE WENDEL
0012015-01-01CHRISTINE WENDEL
0012014-01-01CHRISTINE WENDEL
0012013-01-01CHRISTINE WENDEL
0012012-01-01YVES STUDER
0012011-01-01YVES STUDER
0012010-01-01YVES STUDER
0012009-01-01YVES STUDER

Plan Statistics for GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN

401k plan membership statisitcs for GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN

Measure Date Value
2022: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,395
Total number of active participants reported on line 7a of the Form 55002022-01-011,256
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01315
Total of all active and inactive participants2022-01-011,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-011,583
Number of participants with account balances2022-01-011,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,311
Total number of active participants reported on line 7a of the Form 55002021-01-011,120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01265
Total of all active and inactive participants2021-01-011,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-011,395
Number of participants with account balances2021-01-011,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,279
Total number of active participants reported on line 7a of the Form 55002020-01-011,051
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01250
Total of all active and inactive participants2020-01-011,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-011,311
Number of participants with account balances2020-01-011,271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,143
Total number of active participants reported on line 7a of the Form 55002019-01-011,048
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01221
Total of all active and inactive participants2019-01-011,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-011,279
Number of participants with account balances2019-01-011,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,114
Total number of active participants reported on line 7a of the Form 55002018-01-01941
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01193
Total of all active and inactive participants2018-01-011,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-011,143
Number of participants with account balances2018-01-011,113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,130
Total number of active participants reported on line 7a of the Form 55002017-01-01941
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01164
Total of all active and inactive participants2017-01-011,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-011,114
Number of participants with account balances2017-01-011,068
2016: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,066
Total number of active participants reported on line 7a of the Form 55002016-01-01960
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01161
Total of all active and inactive participants2016-01-011,121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-011,130
Number of participants with account balances2016-01-011,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,007
Total number of active participants reported on line 7a of the Form 55002015-01-01922
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01137
Total of all active and inactive participants2015-01-011,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,066
Number of participants with account balances2015-01-011,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,035
Total number of active participants reported on line 7a of the Form 55002014-01-01884
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01119
Total of all active and inactive participants2014-01-011,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,007
Number of participants with account balances2014-01-01992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,001
Total number of active participants reported on line 7a of the Form 55002013-01-01933
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0199
Total of all active and inactive participants2013-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,035
Number of participants with account balances2013-01-01982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01766
Total number of active participants reported on line 7a of the Form 55002012-01-01913
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0187
Total of all active and inactive participants2012-01-011,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,001
Number of participants with account balances2012-01-01899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01711
Total number of active participants reported on line 7a of the Form 55002011-01-01677
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0188
Total of all active and inactive participants2011-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01766
Number of participants with account balances2011-01-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01351
Total number of active participants reported on line 7a of the Form 55002010-01-01609
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01102
Total of all active and inactive participants2010-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01711
Number of participants with account balances2010-01-01660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01379
Total number of active participants reported on line 7a of the Form 55002009-01-01289
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01351
Number of participants with account balances2009-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN

Measure Date Value
2022 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,680,348
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,780,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,603,857
Value of total corrective distributions2022-12-31$2,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,887,736
Value of total assets at end of year2022-12-31$118,695,271
Value of total assets at beginning of year2022-12-31$137,155,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$173,623
Total interest from all sources2022-12-31$374,511
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,085,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,085,611
Administrative expenses professional fees incurred2022-12-31$24,800
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,790,592
Participant contributions at end of year2022-12-31$2,539,631
Participant contributions at beginning of year2022-12-31$2,296,253
Participant contributions at end of year2022-12-31$41
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,818,859
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,381,574
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$221,703
Other income not declared elsewhere2022-12-31$-1,738,586
Administrative expenses (other) incurred2022-12-31$127,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,460,547
Value of net assets at end of year (total assets less liabilities)2022-12-31$118,695,271
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$137,155,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$102
Investment advisory and management fees2022-12-31$21,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,721,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,015,733
Interest on participant loans2022-12-31$110,045
Value of interest in common/collective trusts at end of year2022-12-31$56,420,718
Value of interest in common/collective trusts at beginning of year2022-12-31$68,920,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$18,853,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$14,547,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$14,547,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$264,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,497,701
Net investment gain or loss from common/collective trusts2022-12-31$-11,791,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,875,441
Employer contributions (assets) at end of year2022-12-31$2,341,768
Employer contributions (assets) at beginning of year2022-12-31$1,993,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,603,857
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$26,842,957
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,735,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,602,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,071,100
Value of total assets at end of year2021-12-31$137,155,818
Value of total assets at beginning of year2021-12-31$122,048,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$133,018
Total interest from all sources2021-12-31$124,076
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,985,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,985,726
Administrative expenses professional fees incurred2021-12-31$36,149
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,745,013
Participant contributions at end of year2021-12-31$2,296,253
Participant contributions at beginning of year2021-12-31$2,503,309
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,381,574
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,879,533
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$287,295
Other income not declared elsewhere2021-12-31$202,433
Administrative expenses (other) incurred2021-12-31$86,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,106,996
Value of net assets at end of year (total assets less liabilities)2021-12-31$137,155,818
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$122,048,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$102
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$10,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,015,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,470,455
Interest on participant loans2021-12-31$119,782
Value of interest in common/collective trusts at end of year2021-12-31$68,920,609
Value of interest in common/collective trusts at beginning of year2021-12-31$59,429,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$14,547,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$15,176,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$15,176,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,138,709
Net investment gain or loss from common/collective trusts2021-12-31$8,320,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,038,792
Employer contributions (assets) at end of year2021-12-31$1,993,877
Employer contributions (assets) at beginning of year2021-12-31$1,589,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,602,943
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$26,290,904
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,627,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,623,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,910,580
Value of total assets at end of year2020-12-31$122,048,822
Value of total assets at beginning of year2020-12-31$110,385,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,255
Total interest from all sources2020-12-31$214,562
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$580,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$580,635
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,914,306
Participant contributions at end of year2020-12-31$2,503,309
Participant contributions at beginning of year2020-12-31$3,187,005
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,879,533
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,850,030
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$672,094
Other income not declared elsewhere2020-12-31$936,952
Administrative expenses (other) incurred2020-12-31$4,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,663,044
Value of net assets at end of year (total assets less liabilities)2020-12-31$122,048,822
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$110,385,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,470,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$89,667,908
Interest on participant loans2020-12-31$157,187
Value of interest in common/collective trusts at end of year2020-12-31$59,429,964
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$15,176,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$13,410,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$13,410,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$57,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,697,018
Net investment gain or loss from common/collective trusts2020-12-31$10,951,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,324,180
Employer contributions (assets) at end of year2020-12-31$1,589,164
Employer contributions (assets) at beginning of year2020-12-31$1,270,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,623,605
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$28,302,391
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,584,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,567,564
Value of total corrective distributions2019-12-31$146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,422,330
Value of total assets at end of year2019-12-31$110,385,778
Value of total assets at beginning of year2019-12-31$90,667,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,874
Total interest from all sources2019-12-31$440,001
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,875,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,875,821
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,972,665
Participant contributions at end of year2019-12-31$3,187,005
Participant contributions at beginning of year2019-12-31$2,897,859
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,850,030
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,260,216
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$376,610
Other income not declared elsewhere2019-12-31$470,161
Administrative expenses (other) incurred2019-12-31$16,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,717,807
Value of net assets at end of year (total assets less liabilities)2019-12-31$110,385,778
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$90,667,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$89,667,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$70,702,501
Interest on participant loans2019-12-31$165,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$13,410,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$13,568,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$13,568,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$274,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,094,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,073,055
Employer contributions (assets) at end of year2019-12-31$1,270,004
Employer contributions (assets) at beginning of year2019-12-31$1,238,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,567,564
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$4,934,635
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,124,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,092,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,302,056
Value of total assets at end of year2018-12-31$90,667,971
Value of total assets at beginning of year2018-12-31$91,857,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,345
Total interest from all sources2018-12-31$341,989
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,558,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,558,656
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,351,590
Participant contributions at end of year2018-12-31$2,897,859
Participant contributions at beginning of year2018-12-31$2,711,092
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,260,216
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,361,229
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$194,786
Other income not declared elsewhere2018-12-31$-247,293
Administrative expenses (other) incurred2018-12-31$31,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,189,674
Value of net assets at end of year (total assets less liabilities)2018-12-31$90,667,971
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$91,857,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$70,702,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$73,464,483
Interest on participant loans2018-12-31$133,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$13,568,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,966,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11,966,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$208,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,020,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,755,680
Employer contributions (assets) at end of year2018-12-31$1,238,966
Employer contributions (assets) at beginning of year2018-12-31$1,354,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,092,964
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$20,999,676
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,958,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,878,087
Expenses. Certain deemed distributions of participant loans2017-12-31$40
Value of total corrective distributions2017-12-31$62,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,944,293
Value of total assets at end of year2017-12-31$91,857,645
Value of total assets at beginning of year2017-12-31$78,816,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,924
Total interest from all sources2017-12-31$196,127
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,875,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,875,920
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,927,903
Participant contributions at end of year2017-12-31$2,711,092
Participant contributions at beginning of year2017-12-31$2,421,986
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,361,229
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,820,241
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$380,590
Other income not declared elsewhere2017-12-31$207,677
Administrative expenses (other) incurred2017-12-31$17,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,041,084
Value of net assets at end of year (total assets less liabilities)2017-12-31$91,857,645
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$78,816,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$73,464,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$60,893,213
Interest on participant loans2017-12-31$110,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,966,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,945,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,945,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$85,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,775,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,635,800
Employer contributions (assets) at end of year2017-12-31$1,354,638
Employer contributions (assets) at beginning of year2017-12-31$735,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,878,087
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$11,655,107
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,923,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,840,776
Value of total corrective distributions2016-12-31$64,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,234,247
Value of total assets at end of year2016-12-31$78,816,561
Value of total assets at beginning of year2016-12-31$75,084,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,382
Total interest from all sources2016-12-31$100,474
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,066,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,066,668
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,406,019
Participant contributions at end of year2016-12-31$2,421,986
Participant contributions at beginning of year2016-12-31$2,411,290
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,820,241
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,768,468
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,094
Other income not declared elsewhere2016-12-31$33,528
Administrative expenses (other) incurred2016-12-31$18,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,731,881
Value of net assets at end of year (total assets less liabilities)2016-12-31$78,816,561
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$75,084,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$60,893,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$58,230,466
Interest on participant loans2016-12-31$99,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,945,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,020,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,020,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,220,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,823,134
Employer contributions (assets) at end of year2016-12-31$735,940
Employer contributions (assets) at beginning of year2016-12-31$653,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,840,776
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$7,039,053
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,122,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,006,770
Value of total corrective distributions2015-12-31$99,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,266,520
Value of total assets at end of year2015-12-31$75,084,680
Value of total assets at beginning of year2015-12-31$76,168,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,399
Total interest from all sources2015-12-31$98,271
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,638,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,638,439
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,341,206
Participant contributions at end of year2015-12-31$2,411,290
Participant contributions at beginning of year2015-12-31$2,340,146
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,768,468
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,762,415
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$279,707
Other income not declared elsewhere2015-12-31$-265,781
Administrative expenses (other) incurred2015-12-31$16,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,083,914
Value of net assets at end of year (total assets less liabilities)2015-12-31$75,084,680
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,168,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$58,230,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$57,433,144
Interest on participant loans2015-12-31$98,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,020,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,834,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,834,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,698,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,645,607
Employer contributions (assets) at end of year2015-12-31$653,667
Employer contributions (assets) at beginning of year2015-12-31$798,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,006,770
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$10,781,669
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,074,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,933,979
Expenses. Certain deemed distributions of participant loans2014-12-31$1,000
Value of total corrective distributions2014-12-31$127,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,982,480
Value of total assets at end of year2014-12-31$76,168,594
Value of total assets at beginning of year2014-12-31$71,461,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,307
Total interest from all sources2014-12-31$98,792
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,173,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,173,792
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,108,084
Participant contributions at end of year2014-12-31$2,340,146
Participant contributions at beginning of year2014-12-31$2,393,646
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,762,415
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,521,647
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$187,822
Other income not declared elsewhere2014-12-31$189,655
Administrative expenses (other) incurred2014-12-31$11,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,707,444
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,168,594
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$71,461,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$57,433,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$53,304,499
Interest on participant loans2014-12-31$97,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,834,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,219,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,219,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,336,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,686,574
Employer contributions (assets) at end of year2014-12-31$798,229
Employer contributions (assets) at beginning of year2014-12-31$1,021,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,933,979
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,738,414
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$17,063,530
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,143,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,059,262
Value of total corrective distributions2013-12-31$42,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,607,502
Value of total assets at end of year2013-12-31$71,461,150
Value of total assets at beginning of year2013-12-31$57,802,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,438
Total interest from all sources2013-12-31$98,889
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,412,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,412,621
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,801,560
Participant contributions at end of year2013-12-31$2,393,646
Participant contributions at beginning of year2013-12-31$2,134,058
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$18,187
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,521,647
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,777,947
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$32,757
Other income not declared elsewhere2013-12-31$581,678
Administrative expenses (other) incurred2013-12-31$26,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,920,131
Value of net assets at end of year (total assets less liabilities)2013-12-31$71,461,150
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$57,802,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$53,304,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,394,408
Interest on participant loans2013-12-31$91,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,219,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$12,603,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$12,603,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,362,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,773,185
Employer contributions (assets) at end of year2013-12-31$1,021,807
Employer contributions (assets) at beginning of year2013-12-31$874,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,059,262
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$5,979,380
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$10,769,895
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,690,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,637,963
Value of total corrective distributions2012-12-31$25,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,847,576
Value of total assets at end of year2012-12-31$57,802,605
Value of total assets at beginning of year2012-12-31$44,744,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,089
Total interest from all sources2012-12-31$89,914
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$884,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$884,484
Administrative expenses professional fees incurred2012-12-31$3,750
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,303,534
Participant contributions at end of year2012-12-31$2,134,058
Participant contributions at beginning of year2012-12-31$1,836,751
Participant contributions at end of year2012-12-31$18,187
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,777,947
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,158,162
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$71,766
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,920
Other income not declared elsewhere2012-12-31$175,031
Administrative expenses (other) incurred2012-12-31$23,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,078,977
Value of net assets at end of year (total assets less liabilities)2012-12-31$57,802,605
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,744,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$40,394,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,710,622
Interest on participant loans2012-12-31$87,138
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$13,090,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$12,603,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,798,997
Net investment gain or loss from common/collective trusts2012-12-31$-26,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,472,276
Employer contributions (assets) at end of year2012-12-31$874,438
Employer contributions (assets) at beginning of year2012-12-31$940,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,637,963
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$4,280,650
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,708,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,641,519
Value of total corrective distributions2011-12-31$56,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,630,284
Value of total assets at end of year2011-12-31$44,744,248
Value of total assets at beginning of year2011-12-31$45,172,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,111
Total interest from all sources2011-12-31$84,807
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$563,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$563,465
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,501,468
Participant contributions at end of year2011-12-31$1,836,751
Participant contributions at beginning of year2011-12-31$1,704,119
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$3,502
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,158,162
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,163,429
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$397
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,920
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$8,070
Other income not declared elsewhere2011-12-31$-102,534
Administrative expenses (other) incurred2011-12-31$11,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-428,132
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,744,248
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$45,172,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,710,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$28,180,806
Interest on participant loans2011-12-31$84,807
Value of interest in common/collective trusts at end of year2011-12-31$13,090,370
Value of interest in common/collective trusts at beginning of year2011-12-31$13,416,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,192,688
Net investment gain or loss from common/collective trusts2011-12-31$297,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,128,419
Employer contributions (assets) at end of year2011-12-31$940,423
Employer contributions (assets) at beginning of year2011-12-31$695,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,641,519
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$15,336,804
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$7,797,438
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,833,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,825,314
Expenses. Certain deemed distributions of participant loans2010-12-31$1,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,506,697
Value of total assets at end of year2010-12-31$45,172,380
Value of total assets at beginning of year2010-12-31$25,871,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,972
Total interest from all sources2010-12-31$80,931
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$433,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$433,123
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,890,020
Participant contributions at end of year2010-12-31$1,704,119
Participant contributions at beginning of year2010-12-31$870,587
Participant contributions at end of year2010-12-31$3,502
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,163,429
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$766,152
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$8,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,892
Other income not declared elsewhere2010-12-31$107,391
Administrative expenses (other) incurred2010-12-31$6,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,963,652
Value of net assets at end of year (total assets less liabilities)2010-12-31$45,172,380
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$25,871,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$5,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$28,180,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,106,070
Interest on participant loans2010-12-31$80,931
Value of interest in common/collective trusts at end of year2010-12-31$13,416,531
Value of interest in common/collective trusts at beginning of year2010-12-31$20,801,885
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,943,227
Net investment gain or loss from common/collective trusts2010-12-31$726,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,616,677
Employer contributions (assets) at end of year2010-12-31$695,923
Employer contributions (assets) at beginning of year2010-12-31$319,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,825,314
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN

2022: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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