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THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameTHE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN
Plan identification number 001

THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEDTRONIC PUERTO RICO OPERATIONS COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MEDTRONIC PUERTO RICO OPERATIONS COMPANY
Employer identification number (EIN):980355534
NAIC Classification:339110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-01
0012021-05-01
0012020-05-01
0012019-05-01
0012018-05-01
0012017-05-01DENISE KING
0012016-05-01DENISE KING
0012015-05-01DENISE KING, VP AMER BENEFITS COE
0012014-05-01DENISE KING, SR BENEFITS DIRECTOR
0012013-05-01DENISE KING, DIRECTOR, US BENEFITS
0012012-05-01DENISE KING, DIRECTOR, US BENEFITS
0012011-05-01DENISE KING, DIRECTOR, US BENEFITS
0012009-05-01DENISE KING, PROGRAM DIR, US BEN

Plan Statistics for THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN

Measure Date Value
2022: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-015,351
Total number of active participants reported on line 7a of the Form 55002022-05-014,959
Number of retired or separated participants receiving benefits2022-05-011
Number of other retired or separated participants entitled to future benefits2022-05-01624
Total of all active and inactive participants2022-05-015,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-05-0110
Total participants2022-05-015,594
Number of participants with account balances2022-05-015,567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-05-01125
2021: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-014,822
Total number of active participants reported on line 7a of the Form 55002021-05-014,750
Number of retired or separated participants receiving benefits2021-05-010
Number of other retired or separated participants entitled to future benefits2021-05-01591
Total of all active and inactive participants2021-05-015,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-0110
Total participants2021-05-015,351
Number of participants with account balances2021-05-015,351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-05-01102
2020: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-014,529
Total number of active participants reported on line 7a of the Form 55002020-05-014,343
Number of retired or separated participants receiving benefits2020-05-010
Number of other retired or separated participants entitled to future benefits2020-05-01467
Total of all active and inactive participants2020-05-014,810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-0112
Total participants2020-05-014,822
Number of participants with account balances2020-05-014,818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-05-0175
2019: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-014,526
Total number of active participants reported on line 7a of the Form 55002019-05-014,073
Number of retired or separated participants receiving benefits2019-05-010
Number of other retired or separated participants entitled to future benefits2019-05-01447
Total of all active and inactive participants2019-05-014,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-019
Total participants2019-05-014,529
Number of participants with account balances2019-05-014,528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-05-0141
2018: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-014,297
Total number of active participants reported on line 7a of the Form 55002018-05-014,141
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-01378
Total of all active and inactive participants2018-05-014,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-017
Total participants2018-05-014,526
Number of participants with account balances2018-05-014,461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-05-0154
2017: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-014,210
Total number of active participants reported on line 7a of the Form 55002017-05-013,929
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-01358
Total of all active and inactive participants2017-05-014,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-017
Total participants2017-05-014,294
Number of participants with account balances2017-05-014,213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-0148
2016: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-013,009
Total number of active participants reported on line 7a of the Form 55002016-05-013,805
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-01391
Total of all active and inactive participants2016-05-014,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-014
Total participants2016-05-014,200
Number of participants with account balances2016-05-014,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-0127
2015: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-012,914
Total number of active participants reported on line 7a of the Form 55002015-05-012,730
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-01278
Total of all active and inactive participants2015-05-013,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-011
Total participants2015-05-013,009
Number of participants with account balances2015-05-013,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-0155
2014: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-012,879
Total number of active participants reported on line 7a of the Form 55002014-05-012,662
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-01251
Total of all active and inactive participants2014-05-012,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-011
Total participants2014-05-012,914
Number of participants with account balances2014-05-012,905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-0151
2013: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-012,900
Total number of active participants reported on line 7a of the Form 55002013-05-012,619
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-01260
Total of all active and inactive participants2013-05-012,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-012,879
Number of participants with account balances2013-05-012,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-0181
2012: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-012,958
Total number of active participants reported on line 7a of the Form 55002012-05-012,646
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-01254
Total of all active and inactive participants2012-05-012,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-012,900
Number of participants with account balances2012-05-012,859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-01109
2011: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-012,912
Total number of active participants reported on line 7a of the Form 55002011-05-012,732
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-01226
Total of all active and inactive participants2011-05-012,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-012,958
Number of participants with account balances2011-05-012,926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-01142
2009: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-012,552
Total number of active participants reported on line 7a of the Form 55002009-05-012,684
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-0187
Total of all active and inactive participants2009-05-012,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-012,771
Number of participants with account balances2009-05-012,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-0126

Financial Data on THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN

Measure Date Value
2023 : THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-04-30$0
Total unrealized appreciation/depreciation of assets2023-04-30$0
Total transfer of assets to this plan2023-04-30$0
Total transfer of assets from this plan2023-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$0
Expenses. Interest paid2023-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-04-30$0
Total income from all sources (including contributions)2023-04-30$34,864,000
Total loss/gain on sale of assets2023-04-30$0
Total of all expenses incurred2023-04-30$31,769,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$31,769,000
Expenses. Certain deemed distributions of participant loans2023-04-30$0
Value of total corrective distributions2023-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$31,800,000
Value of total assets at end of year2023-04-30$304,362,000
Value of total assets at beginning of year2023-04-30$301,267,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$0
Total income from rents2023-04-30$0
Total interest from all sources2023-04-30$458,000
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$0
Assets. Real estate other than employer real property at end of year2023-04-30$0
Assets. Real estate other than employer real property at beginning of year2023-04-30$0
Administrative expenses professional fees incurred2023-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-04-30$0
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$3,000,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$16,555,000
Participant contributions at end of year2023-04-30$9,000,000
Participant contributions at beginning of year2023-04-30$9,215,000
Participant contributions at end of year2023-04-30$625,000
Participant contributions at beginning of year2023-04-30$0
Assets. Other investments not covered elsewhere at end of year2023-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2023-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-04-30$488,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$0
Assets. Loans (other than to participants) at end of year2023-04-30$0
Assets. Loans (other than to participants) at beginning of year2023-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-04-30$0
Other income not declared elsewhere2023-04-30$0
Administrative expenses (other) incurred2023-04-30$0
Liabilities. Value of operating payables at end of year2023-04-30$0
Liabilities. Value of operating payables at beginning of year2023-04-30$0
Total non interest bearing cash at end of year2023-04-30$0
Total non interest bearing cash at beginning of year2023-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Income. Non cash contributions2023-04-30$0
Value of net income/loss2023-04-30$3,095,000
Value of net assets at end of year (total assets less liabilities)2023-04-30$304,362,000
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$301,267,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Assets. partnership/joint venture interests at end of year2023-04-30$0
Assets. partnership/joint venture interests at beginning of year2023-04-30$0
Investment advisory and management fees2023-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$0
Value of interest in pooled separate accounts at end of year2023-04-30$0
Value of interest in pooled separate accounts at beginning of year2023-04-30$0
Interest on participant loans2023-04-30$458,000
Income. Interest from loans (other than to participants)2023-04-30$0
Interest earned on other investments2023-04-30$0
Income. Interest from US Government securities2023-04-30$0
Income. Interest from corporate debt instruments2023-04-30$0
Value of interest in master investment trust accounts at end of year2023-04-30$294,197,000
Value of interest in master investment trust accounts at beginning of year2023-04-30$292,052,000
Value of interest in common/collective trusts at end of year2023-04-30$0
Value of interest in common/collective trusts at beginning of year2023-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$0
Assets. Value of investments in 103.12 investment entities at end of year2023-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-30$0
Asset value of US Government securities at end of year2023-04-30$0
Asset value of US Government securities at beginning of year2023-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$0
Net investment gain/loss from pooled separate accounts2023-04-30$0
Net investment gain or loss from common/collective trusts2023-04-30$0
Net gain/loss from 103.12 investment entities2023-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30No
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30Yes
Assets. Invements in employer securities at end of year2023-04-30$0
Assets. Invements in employer securities at beginning of year2023-04-30$0
Assets. Value of employer real property at end of year2023-04-30$0
Assets. Value of employer real property at beginning of year2023-04-30$0
Contributions received in cash from employer2023-04-30$14,757,000
Employer contributions (assets) at end of year2023-04-30$540,000
Employer contributions (assets) at beginning of year2023-04-30$0
Income. Dividends from preferred stock2023-04-30$0
Income. Dividends from common stock2023-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$31,769,000
Asset. Corporate debt instrument preferred debt at end of year2023-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2023-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-04-30$0
Contract administrator fees2023-04-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-04-30No
Assets. Corporate common stocks other than exployer securities at end of year2023-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-04-30$0
Liabilities. Value of benefit claims payable at end of year2023-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2023-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-04-30$0
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Aggregate proceeds on sale of assets2023-04-30$0
Aggregate carrying amount (costs) on sale of assets2023-04-30$0
Liabilities. Value of acquisition indebtedness at end of year2023-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-04-30$0
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2023-04-30134008324
2022 : THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$0
Total unrealized appreciation/depreciation of assets2022-04-30$0
Total transfer of assets to this plan2022-04-30$0
Total transfer of assets from this plan2022-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Expenses. Interest paid2022-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-04-30$0
Total income from all sources (including contributions)2022-04-30$15,094,000
Total loss/gain on sale of assets2022-04-30$0
Total of all expenses incurred2022-04-30$17,248,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$17,248,000
Expenses. Certain deemed distributions of participant loans2022-04-30$0
Value of total corrective distributions2022-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$30,397,000
Value of total assets at end of year2022-04-30$301,267,000
Value of total assets at beginning of year2022-04-30$303,421,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$0
Total income from rents2022-04-30$0
Total interest from all sources2022-04-30$438,000
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$0
Assets. Real estate other than employer real property at end of year2022-04-30$0
Assets. Real estate other than employer real property at beginning of year2022-04-30$0
Administrative expenses professional fees incurred2022-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-04-30$0
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$3,000,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$15,521,000
Participant contributions at end of year2022-04-30$9,215,000
Participant contributions at beginning of year2022-04-30$7,992,000
Participant contributions at end of year2022-04-30$0
Participant contributions at beginning of year2022-04-30$508,000
Assets. Other investments not covered elsewhere at end of year2022-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-04-30$1,297,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$0
Assets. Loans (other than to participants) at end of year2022-04-30$0
Assets. Loans (other than to participants) at beginning of year2022-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$0
Other income not declared elsewhere2022-04-30$0
Administrative expenses (other) incurred2022-04-30$0
Liabilities. Value of operating payables at end of year2022-04-30$0
Liabilities. Value of operating payables at beginning of year2022-04-30$0
Total non interest bearing cash at end of year2022-04-30$0
Total non interest bearing cash at beginning of year2022-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Income. Non cash contributions2022-04-30$0
Value of net income/loss2022-04-30$-2,154,000
Value of net assets at end of year (total assets less liabilities)2022-04-30$301,267,000
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$303,421,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Assets. partnership/joint venture interests at end of year2022-04-30$0
Assets. partnership/joint venture interests at beginning of year2022-04-30$0
Investment advisory and management fees2022-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$0
Value of interest in pooled separate accounts at end of year2022-04-30$0
Value of interest in pooled separate accounts at beginning of year2022-04-30$0
Interest on participant loans2022-04-30$438,000
Income. Interest from loans (other than to participants)2022-04-30$0
Interest earned on other investments2022-04-30$0
Income. Interest from US Government securities2022-04-30$0
Income. Interest from corporate debt instruments2022-04-30$0
Value of interest in master investment trust accounts at end of year2022-04-30$292,052,000
Value of interest in master investment trust accounts at beginning of year2022-04-30$294,483,000
Value of interest in common/collective trusts at end of year2022-04-30$0
Value of interest in common/collective trusts at beginning of year2022-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$0
Asset value of US Government securities at end of year2022-04-30$0
Asset value of US Government securities at beginning of year2022-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$0
Net investment gain/loss from pooled separate accounts2022-04-30$0
Net investment gain or loss from common/collective trusts2022-04-30$0
Net gain/loss from 103.12 investment entities2022-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30Yes
Assets. Invements in employer securities at end of year2022-04-30$0
Assets. Invements in employer securities at beginning of year2022-04-30$0
Assets. Value of employer real property at end of year2022-04-30$0
Assets. Value of employer real property at beginning of year2022-04-30$0
Contributions received in cash from employer2022-04-30$13,579,000
Employer contributions (assets) at end of year2022-04-30$0
Employer contributions (assets) at beginning of year2022-04-30$438,000
Income. Dividends from preferred stock2022-04-30$0
Income. Dividends from common stock2022-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$17,248,000
Asset. Corporate debt instrument preferred debt at end of year2022-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-04-30$0
Contract administrator fees2022-04-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-04-30No
Assets. Corporate common stocks other than exployer securities at end of year2022-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-04-30$0
Liabilities. Value of benefit claims payable at end of year2022-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-04-30$0
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$0
Aggregate carrying amount (costs) on sale of assets2022-04-30$0
Liabilities. Value of acquisition indebtedness at end of year2022-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-04-30$0
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30BAKER TILLY US, LLP
Accountancy firm EIN2022-04-30390859910
2021 : THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-04-30$0
Total unrealized appreciation/depreciation of assets2021-04-30$0
Total transfer of assets to this plan2021-04-30$0
Total transfer of assets from this plan2021-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Expenses. Interest paid2021-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-04-30$0
Total income from all sources (including contributions)2021-04-30$99,221,000
Total loss/gain on sale of assets2021-04-30$0
Total of all expenses incurred2021-04-30$27,158,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$27,158,000
Expenses. Certain deemed distributions of participant loans2021-04-30$0
Value of total corrective distributions2021-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$27,808,000
Value of total assets at end of year2021-04-30$303,421,000
Value of total assets at beginning of year2021-04-30$231,358,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$0
Total income from rents2021-04-30$0
Total interest from all sources2021-04-30$465,000
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$0
Assets. Real estate other than employer real property at end of year2021-04-30$0
Assets. Real estate other than employer real property at beginning of year2021-04-30$0
Administrative expenses professional fees incurred2021-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-04-30$0
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$3,000,000
If this is an individual account plan, was there a blackout period2021-04-30No
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$14,294,000
Participant contributions at end of year2021-04-30$7,992,000
Participant contributions at beginning of year2021-04-30$9,111,000
Participant contributions at end of year2021-04-30$508,000
Participant contributions at beginning of year2021-04-30$0
Assets. Other investments not covered elsewhere at end of year2021-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-04-30$466,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$0
Assets. Loans (other than to participants) at end of year2021-04-30$0
Assets. Loans (other than to participants) at beginning of year2021-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-04-30$0
Other income not declared elsewhere2021-04-30$0
Administrative expenses (other) incurred2021-04-30$0
Liabilities. Value of operating payables at end of year2021-04-30$0
Liabilities. Value of operating payables at beginning of year2021-04-30$0
Total non interest bearing cash at end of year2021-04-30$0
Total non interest bearing cash at beginning of year2021-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Income. Non cash contributions2021-04-30$0
Value of net income/loss2021-04-30$72,063,000
Value of net assets at end of year (total assets less liabilities)2021-04-30$303,421,000
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$231,358,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Assets. partnership/joint venture interests at end of year2021-04-30$0
Assets. partnership/joint venture interests at beginning of year2021-04-30$0
Investment advisory and management fees2021-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$0
Value of interest in pooled separate accounts at end of year2021-04-30$0
Value of interest in pooled separate accounts at beginning of year2021-04-30$0
Interest on participant loans2021-04-30$465,000
Income. Interest from loans (other than to participants)2021-04-30$0
Interest earned on other investments2021-04-30$0
Income. Interest from US Government securities2021-04-30$0
Income. Interest from corporate debt instruments2021-04-30$0
Value of interest in master investment trust accounts at end of year2021-04-30$294,483,000
Value of interest in master investment trust accounts at beginning of year2021-04-30$222,247,000
Value of interest in common/collective trusts at end of year2021-04-30$0
Value of interest in common/collective trusts at beginning of year2021-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$0
Assets. Value of investments in 103.12 investment entities at end of year2021-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$0
Asset value of US Government securities at end of year2021-04-30$0
Asset value of US Government securities at beginning of year2021-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$0
Net investment gain/loss from pooled separate accounts2021-04-30$0
Net investment gain or loss from common/collective trusts2021-04-30$0
Net gain/loss from 103.12 investment entities2021-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30No
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Assets. Invements in employer securities at end of year2021-04-30$0
Assets. Invements in employer securities at beginning of year2021-04-30$0
Assets. Value of employer real property at end of year2021-04-30$0
Assets. Value of employer real property at beginning of year2021-04-30$0
Contributions received in cash from employer2021-04-30$13,048,000
Employer contributions (assets) at end of year2021-04-30$438,000
Employer contributions (assets) at beginning of year2021-04-30$0
Income. Dividends from preferred stock2021-04-30$0
Income. Dividends from common stock2021-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$27,158,000
Asset. Corporate debt instrument preferred debt at end of year2021-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2021-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-04-30$0
Contract administrator fees2021-04-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-04-30No
Assets. Corporate common stocks other than exployer securities at end of year2021-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-04-30$0
Liabilities. Value of benefit claims payable at end of year2021-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-04-30$0
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$0
Aggregate carrying amount (costs) on sale of assets2021-04-30$0
Liabilities. Value of acquisition indebtedness at end of year2021-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-04-30$0
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30BAKER TILLY US, LLP
Accountancy firm EIN2021-04-30390859910
2020 : THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$0
Total unrealized appreciation/depreciation of assets2020-04-30$0
Total transfer of assets to this plan2020-04-30$0
Total transfer of assets from this plan2020-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Expenses. Interest paid2020-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-04-30$0
Total income from all sources (including contributions)2020-04-30$18,563,000
Total loss/gain on sale of assets2020-04-30$0
Total of all expenses incurred2020-04-30$12,139,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$12,139,000
Expenses. Certain deemed distributions of participant loans2020-04-30$0
Value of total corrective distributions2020-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$24,607,000
Value of total assets at end of year2020-04-30$231,358,000
Value of total assets at beginning of year2020-04-30$224,934,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$0
Total income from rents2020-04-30$0
Total interest from all sources2020-04-30$462,000
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$0
Assets. Real estate other than employer real property at end of year2020-04-30$0
Assets. Real estate other than employer real property at beginning of year2020-04-30$0
Administrative expenses professional fees incurred2020-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-04-30$0
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$3,000,000
If this is an individual account plan, was there a blackout period2020-04-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$12,889,000
Participant contributions at end of year2020-04-30$9,111,000
Participant contributions at beginning of year2020-04-30$7,741,000
Participant contributions at end of year2020-04-30$0
Participant contributions at beginning of year2020-04-30$0
Assets. Other investments not covered elsewhere at end of year2020-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$0
Assets. Loans (other than to participants) at end of year2020-04-30$0
Assets. Loans (other than to participants) at beginning of year2020-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-30$0
Other income not declared elsewhere2020-04-30$0
Administrative expenses (other) incurred2020-04-30$0
Liabilities. Value of operating payables at end of year2020-04-30$0
Liabilities. Value of operating payables at beginning of year2020-04-30$0
Total non interest bearing cash at end of year2020-04-30$0
Total non interest bearing cash at beginning of year2020-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Income. Non cash contributions2020-04-30$0
Value of net income/loss2020-04-30$6,424,000
Value of net assets at end of year (total assets less liabilities)2020-04-30$231,358,000
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$224,934,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Assets. partnership/joint venture interests at end of year2020-04-30$0
Assets. partnership/joint venture interests at beginning of year2020-04-30$0
Investment advisory and management fees2020-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$0
Value of interest in pooled separate accounts at end of year2020-04-30$0
Value of interest in pooled separate accounts at beginning of year2020-04-30$0
Interest on participant loans2020-04-30$462,000
Income. Interest from loans (other than to participants)2020-04-30$0
Interest earned on other investments2020-04-30$0
Income. Interest from US Government securities2020-04-30$0
Income. Interest from corporate debt instruments2020-04-30$0
Value of interest in master investment trust accounts at end of year2020-04-30$222,247,000
Value of interest in master investment trust accounts at beginning of year2020-04-30$217,193,000
Value of interest in common/collective trusts at end of year2020-04-30$0
Value of interest in common/collective trusts at beginning of year2020-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$0
Assets. Value of investments in 103.12 investment entities at end of year2020-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$0
Asset value of US Government securities at end of year2020-04-30$0
Asset value of US Government securities at beginning of year2020-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$0
Net investment gain/loss from pooled separate accounts2020-04-30$0
Net investment gain or loss from common/collective trusts2020-04-30$0
Net gain/loss from 103.12 investment entities2020-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Assets. Invements in employer securities at end of year2020-04-30$0
Assets. Invements in employer securities at beginning of year2020-04-30$0
Assets. Value of employer real property at end of year2020-04-30$0
Assets. Value of employer real property at beginning of year2020-04-30$0
Contributions received in cash from employer2020-04-30$11,718,000
Employer contributions (assets) at end of year2020-04-30$0
Employer contributions (assets) at beginning of year2020-04-30$0
Income. Dividends from preferred stock2020-04-30$0
Income. Dividends from common stock2020-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$12,139,000
Asset. Corporate debt instrument preferred debt at end of year2020-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2020-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-04-30$0
Contract administrator fees2020-04-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-04-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-04-30$0
Liabilities. Value of benefit claims payable at end of year2020-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-04-30$0
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$0
Aggregate carrying amount (costs) on sale of assets2020-04-30$0
Liabilities. Value of acquisition indebtedness at end of year2020-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30BAKER TILLY US, LLP
Accountancy firm EIN2020-04-30390859910
2019 : THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total income from all sources (including contributions)2019-04-30$34,234,000
Total loss/gain on sale of assets2019-04-30$0
Total of all expenses incurred2019-04-30$14,037,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$14,037,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$22,345,000
Value of total assets at end of year2019-04-30$224,934,000
Value of total assets at beginning of year2019-04-30$204,737,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$0
Total interest from all sources2019-04-30$350,000
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$3,000,000
If this is an individual account plan, was there a blackout period2019-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-04-30$0
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$11,974,000
Participant contributions at end of year2019-04-30$7,741,000
Participant contributions at beginning of year2019-04-30$7,805,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$20,197,000
Value of net assets at end of year (total assets less liabilities)2019-04-30$224,934,000
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$204,737,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Interest on participant loans2019-04-30$350,000
Value of interest in master investment trust accounts at end of year2019-04-30$217,193,000
Value of interest in master investment trust accounts at beginning of year2019-04-30$196,932,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30No
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$10,371,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$14,037,000
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30RSM US LLP
Accountancy firm EIN2019-04-30420714325
2018 : THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total income from all sources (including contributions)2018-04-30$39,138,000
Total loss/gain on sale of assets2018-04-30$0
Total of all expenses incurred2018-04-30$15,709,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$15,709,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$22,167,000
Value of total assets at end of year2018-04-30$204,737,000
Value of total assets at beginning of year2018-04-30$181,308,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$0
Total interest from all sources2018-04-30$296,000
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$3,500,000
If this is an individual account plan, was there a blackout period2018-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$11,061,000
Participant contributions at end of year2018-04-30$7,805,000
Participant contributions at beginning of year2018-04-30$7,980,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$23,429,000
Value of net assets at end of year (total assets less liabilities)2018-04-30$204,737,000
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$181,308,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Interest on participant loans2018-04-30$296,000
Value of interest in master investment trust accounts at end of year2018-04-30$196,932,000
Value of interest in master investment trust accounts at beginning of year2018-04-30$173,328,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$11,106,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$15,709,000
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30RSM US LLP
Accountancy firm EIN2018-04-30420714325
2017 : THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-04-30$782,000
Total unrealized appreciation/depreciation of assets2017-04-30$782,000
Total transfer of assets to this plan2017-04-30$29,954,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total income from all sources (including contributions)2017-04-30$37,355,000
Total loss/gain on sale of assets2017-04-30$0
Total of all expenses incurred2017-04-30$17,437,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$17,437,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$21,643,000
Value of total assets at end of year2017-04-30$181,308,000
Value of total assets at beginning of year2017-04-30$131,436,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$0
Total interest from all sources2017-04-30$193,000
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$151,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$151,000
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$3,500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$12,460,000
Participant contributions at end of year2017-04-30$7,980,000
Participant contributions at beginning of year2017-04-30$4,973,000
Participant contributions at end of year2017-04-30$0
Participant contributions at beginning of year2017-04-30$254,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$19,918,000
Value of net assets at end of year (total assets less liabilities)2017-04-30$181,308,000
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$131,436,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$31,604,000
Interest on participant loans2017-04-30$193,000
Value of interest in master investment trust accounts at end of year2017-04-30$173,328,000
Value of interest in master investment trust accounts at beginning of year2017-04-30$33,765,000
Value of interest in common/collective trusts at end of year2017-04-30$0
Value of interest in common/collective trusts at beginning of year2017-04-30$59,333,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$9,183,000
Employer contributions (assets) at end of year2017-04-30$0
Employer contributions (assets) at beginning of year2017-04-30$1,507,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$17,437,000
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30RSM US LLP
Accountancy firm EIN2017-04-30420714325
2016 : THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total income from all sources (including contributions)2016-04-30$17,849,000
Total loss/gain on sale of assets2016-04-30$0
Total of all expenses incurred2016-04-30$8,431,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$8,388,000
Value of total corrective distributions2016-04-30$4,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$18,883,000
Value of total assets at end of year2016-04-30$131,436,000
Value of total assets at beginning of year2016-04-30$122,018,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$39,000
Total interest from all sources2016-04-30$148,000
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$1,284,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$1,284,000
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$3,500,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$8,345,000
Participant contributions at end of year2016-04-30$4,973,000
Participant contributions at beginning of year2016-04-30$4,515,000
Participant contributions at end of year2016-04-30$254,000
Participant contributions at beginning of year2016-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-04-30$223,000
Administrative expenses (other) incurred2016-04-30$39,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$9,418,000
Value of net assets at end of year (total assets less liabilities)2016-04-30$131,436,000
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$122,018,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$31,604,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$30,277,000
Income. Interest from loans (other than to participants)2016-04-30$148,000
Value of interest in master investment trust accounts at end of year2016-04-30$33,765,000
Value of interest in master investment trust accounts at beginning of year2016-04-30$32,139,000
Value of interest in common/collective trusts at end of year2016-04-30$59,333,000
Value of interest in common/collective trusts at beginning of year2016-04-30$53,432,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-1,382,000
Net investment gain or loss from common/collective trusts2016-04-30$-2,007,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$10,315,000
Employer contributions (assets) at end of year2016-04-30$1,507,000
Employer contributions (assets) at beginning of year2016-04-30$1,655,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$8,388,000
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30RSM US LLP
Accountancy firm EIN2016-04-30420714325
2015 : THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total income from all sources (including contributions)2015-04-30$25,718,000
Total loss/gain on sale of assets2015-04-30$0
Total of all expenses incurred2015-04-30$9,964,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$9,924,000
Value of total corrective distributions2015-04-30$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$17,386,000
Value of total assets at end of year2015-04-30$122,018,000
Value of total assets at beginning of year2015-04-30$106,264,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$39,000
Total interest from all sources2015-04-30$134,000
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$1,485,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$1,485,000
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$3,500,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$7,243,000
Participant contributions at end of year2015-04-30$4,515,000
Participant contributions at beginning of year2015-04-30$3,938,000
Income. Received or receivable in cash from other sources (including rollovers)2015-04-30$156,000
Administrative expenses (other) incurred2015-04-30$39,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$15,754,000
Value of net assets at end of year (total assets less liabilities)2015-04-30$122,018,000
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$106,264,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$30,277,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$27,338,000
Interest on participant loans2015-04-30$134,000
Value of interest in master investment trust accounts at end of year2015-04-30$32,139,000
Value of interest in master investment trust accounts at beginning of year2015-04-30$31,552,000
Value of interest in common/collective trusts at end of year2015-04-30$53,432,000
Value of interest in common/collective trusts at beginning of year2015-04-30$42,434,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$1,129,000
Net investment gain or loss from common/collective trusts2015-04-30$4,057,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$9,987,000
Employer contributions (assets) at end of year2015-04-30$1,655,000
Employer contributions (assets) at beginning of year2015-04-30$1,002,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$9,924,000
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30RSM US LLP
Accountancy firm EIN2015-04-30420714325
2014 : THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total income from all sources (including contributions)2014-04-30$24,542,000
Total loss/gain on sale of assets2014-04-30$0
Total of all expenses incurred2014-04-30$9,691,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$9,621,000
Value of total corrective distributions2014-04-30$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$15,507,000
Value of total assets at end of year2014-04-30$106,264,000
Value of total assets at beginning of year2014-04-30$91,413,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$69,000
Total interest from all sources2014-04-30$113,000
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$1,009,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$1,009,000
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$3,500,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$6,462,000
Participant contributions at end of year2014-04-30$3,938,000
Participant contributions at beginning of year2014-04-30$3,254,000
Income. Received or receivable in cash from other sources (including rollovers)2014-04-30$387,000
Other income not declared elsewhere2014-04-30$0
Administrative expenses (other) incurred2014-04-30$69,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$14,851,000
Value of net assets at end of year (total assets less liabilities)2014-04-30$106,264,000
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$91,413,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$27,338,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$23,466,000
Interest on participant loans2014-04-30$113,000
Value of interest in master investment trust accounts at end of year2014-04-30$31,552,000
Value of interest in master investment trust accounts at beginning of year2014-04-30$32,846,000
Value of interest in common/collective trusts at end of year2014-04-30$42,434,000
Value of interest in common/collective trusts at beginning of year2014-04-30$30,306,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$2,410,000
Net investment gain or loss from common/collective trusts2014-04-30$4,932,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$8,658,000
Employer contributions (assets) at end of year2014-04-30$1,002,000
Employer contributions (assets) at beginning of year2014-04-30$1,541,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$9,621,000
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30MCGLADREY LLP
Accountancy firm EIN2014-04-30420714325
2013 : THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total income from all sources (including contributions)2013-04-30$22,307,000
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$10,570,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$10,531,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$14,890,000
Value of total assets at end of year2013-04-30$91,413,000
Value of total assets at beginning of year2013-04-30$79,676,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$39,000
Total interest from all sources2013-04-30$97,000
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$630,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$630,000
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$3,500,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$5,783,000
Participant contributions at end of year2013-04-30$3,254,000
Participant contributions at beginning of year2013-04-30$2,850,000
Participant contributions at end of year2013-04-30$0
Participant contributions at beginning of year2013-04-30$166,000
Income. Received or receivable in cash from other sources (including rollovers)2013-04-30$286,000
Administrative expenses (other) incurred2013-04-30$39,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$11,737,000
Value of net assets at end of year (total assets less liabilities)2013-04-30$91,413,000
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$79,676,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$23,466,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$20,300,000
Interest on participant loans2013-04-30$97,000
Value of interest in master investment trust accounts at end of year2013-04-30$32,846,000
Value of interest in master investment trust accounts at beginning of year2013-04-30$34,808,000
Value of interest in common/collective trusts at end of year2013-04-30$30,306,000
Value of interest in common/collective trusts at beginning of year2013-04-30$20,758,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$2,155,000
Net investment gain or loss from common/collective trusts2013-04-30$3,595,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$8,821,000
Employer contributions (assets) at end of year2013-04-30$1,541,000
Employer contributions (assets) at beginning of year2013-04-30$794,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$10,531,000
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30MCGLADREY LLP
Accountancy firm EIN2013-04-30420714325
2012 : THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$14,596,000
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$6,891,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$6,858,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$12,776,000
Value of total assets at end of year2012-04-30$79,676,000
Value of total assets at beginning of year2012-04-30$71,971,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$33,000
Total interest from all sources2012-04-30$80,000
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$472,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$472,000
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$3,500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$5,216,000
Participant contributions at end of year2012-04-30$2,850,000
Participant contributions at beginning of year2012-04-30$2,245,000
Participant contributions at end of year2012-04-30$166,000
Participant contributions at beginning of year2012-04-30$148,000
Income. Received or receivable in cash from other sources (including rollovers)2012-04-30$3,000
Administrative expenses (other) incurred2012-04-30$33,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$7,705,000
Value of net assets at end of year (total assets less liabilities)2012-04-30$79,676,000
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$71,971,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$20,300,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$19,042,000
Interest on participant loans2012-04-30$80,000
Value of interest in master investment trust accounts at end of year2012-04-30$34,808,000
Value of interest in master investment trust accounts at beginning of year2012-04-30$34,339,000
Value of interest in common/collective trusts at end of year2012-04-30$20,758,000
Value of interest in common/collective trusts at beginning of year2012-04-30$15,764,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$46,000
Net investment gain or loss from common/collective trusts2012-04-30$366,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$7,557,000
Employer contributions (assets) at end of year2012-04-30$794,000
Employer contributions (assets) at beginning of year2012-04-30$433,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$6,858,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-04-30No
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30MCGLADREY LLP
Accountancy firm EIN2012-04-30420714325
2011 : THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$17,780,000
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$2,973,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$2,951,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$11,941,000
Value of total assets at end of year2011-04-30$71,971,000
Value of total assets at beginning of year2011-04-30$57,164,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$22,000
Total interest from all sources2011-04-30$76,000
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$386,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$386,000
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$3,500,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$4,723,000
Participant contributions at end of year2011-04-30$2,245,000
Participant contributions at beginning of year2011-04-30$1,962,000
Participant contributions at end of year2011-04-30$148,000
Participant contributions at beginning of year2011-04-30$107,000
Income. Received or receivable in cash from other sources (including rollovers)2011-04-30$133,000
Administrative expenses (other) incurred2011-04-30$22,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$14,807,000
Value of net assets at end of year (total assets less liabilities)2011-04-30$71,971,000
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$57,164,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$19,042,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$22,968,000
Interest on participant loans2011-04-30$76,000
Value of interest in master investment trust accounts at end of year2011-04-30$34,339,000
Value of interest in master investment trust accounts at beginning of year2011-04-30$31,398,000
Value of interest in common/collective trusts at end of year2011-04-30$15,764,000
Value of interest in common/collective trusts at beginning of year2011-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$2,284,000
Net investment gain or loss from common/collective trusts2011-04-30$1,988,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$7,085,000
Employer contributions (assets) at end of year2011-04-30$433,000
Employer contributions (assets) at beginning of year2011-04-30$729,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$2,951,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-04-30No
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30MCGLADREY & PULLEN, LLP
Accountancy firm EIN2011-04-30420714325

Form 5500 Responses for THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN

2022: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planNo
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement - TrustYes
2021: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement - TrustYes
2020: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement - TrustYes
2019: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement - TrustYes
2018: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement - TrustYes
2017: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009: THE MEDTRONIC PUERTO RICO EMPLOYEES' SAVINGS AND INVESTMENT PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

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