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HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 401k Plan overview

Plan NameHITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN
Plan identification number 001

HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HITACHI HIGH-TECH AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:HITACHI HIGH-TECH AMERICA, INC.
Employer identification number (EIN):010569971
NAIC Classification:423600

Additional information about HITACHI HIGH-TECH AMERICA, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2002-04-01
Company Identification Number: 0800070098
Legal Registered Office Address: 5960 INGLEWOOD DR STE 200

PLEASANTON
United States of America (USA)
94588

More information about HITACHI HIGH-TECH AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01KAREN FOLLIARD
0012016-04-01KAREN FOLLIARD
0012015-04-01KAREN FOLLIARD
0012014-04-01KAREN FOLLIARD
0012013-04-01KAREN FOLLIARD
0012012-04-01KAREN FOLLIARD
0012011-04-01KAREN FOLLIARD KAREN FOLLIARD2013-01-10
0012010-04-01KAREN FOLLIARD KAREN FOLLIARD2012-01-13
0012009-04-01MARGHERITA UNGARO

Plan Statistics for HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN

401k plan membership statisitcs for HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN

Measure Date Value
2023: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2023 401k membership
Market value of plan assets2023-03-3183,130,364
Acturial value of plan assets2023-03-3183,964,658
Funding target for retired participants and beneficiaries receiving payment2023-03-318,518,639
Number of terminated vested participants2023-03-31222
Fundng target for terminated vested participants2023-03-3111,095,409
Active participant vested funding target2023-03-3144,210,249
Number of active participants2023-03-31347
Total funding liabilities for active participants2023-03-3144,210,249
Total participant count2023-03-31635
Total funding target for all participants2023-03-3163,824,297
Balance at beginning of prior year after applicable adjustments2023-03-310
Prefunding balance at beginning of prior year after applicable adjustments2023-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-03-310
Prefunding balanced used to offset prior years funding requirement2023-03-310
Amount remaining of carryover balance2023-03-310
Amount remaining of prefunding balance2023-03-310
Present value of excess contributions2023-03-313,827,792
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-03-314,010,760
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-03-310
Reductions in caryover balances due to elections or deemed elections2023-03-310
Reductions in prefunding balances due to elections or deemed elections2023-03-310
Balance of carryovers at beginning of current year2023-03-310
Balance of prefunding at beginning of current year2023-03-310
Total employer contributions2023-03-310
Total employee contributions2023-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-03-310
Contributions made to avoid restrictions adjusted to valuation date2023-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-03-310
Unpaid minimum required contributions for all prior years2023-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-03-310
Remaining amount of unpaid minimum required contributions2023-03-310
Minimum required contributions for current year target normal cost2023-03-313,119,640
Net shortfall amortization installment of oustanding balance2023-03-310
Waiver amortization installment2023-03-310
Total funding amount beforereflecting carryover/prefunding balances2023-03-310
Carryover balance elected to use to offset funding requirement2023-03-310
Prefunding balance elected to use to offset funding requirement2023-03-310
Additional cash requirement2023-03-310
Contributions allocatedtoward minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for all years2023-03-310
2022: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01635
Total number of active participants reported on line 7a of the Form 55002022-04-01318
Number of retired or separated participants receiving benefits2022-04-0158
Number of other retired or separated participants entitled to future benefits2022-04-01217
Total of all active and inactive participants2022-04-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-0112
Total participants2022-04-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
Market value of plan assets2022-03-3184,126,182
Acturial value of plan assets2022-03-3179,196,325
Funding target for retired participants and beneficiaries receiving payment2022-03-318,294,681
Number of terminated vested participants2022-03-31213
Fundng target for terminated vested participants2022-03-3110,034,985
Active participant vested funding target2022-03-3146,345,390
Number of active participants2022-03-31378
Total funding liabilities for active participants2022-03-3146,345,390
Total participant count2022-03-31655
Total funding target for all participants2022-03-3164,675,056
Balance at beginning of prior year after applicable adjustments2022-03-310
Prefunding balance at beginning of prior year after applicable adjustments2022-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-03-310
Prefunding balanced used to offset prior years funding requirement2022-03-310
Amount remaining of carryover balance2022-03-310
Amount remaining of prefunding balance2022-03-310
Present value of excess contributions2022-03-313,812,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-03-314,011,127
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-03-310
Reductions in caryover balances due to elections or deemed elections2022-03-310
Reductions in prefunding balances due to elections or deemed elections2022-03-310
Balance of carryovers at beginning of current year2022-03-310
Balance of prefunding at beginning of current year2022-03-310
Total employer contributions2022-03-314,000,000
Total employee contributions2022-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-03-310
Contributions made to avoid restrictions adjusted to valuation date2022-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-03-313,827,792
Unpaid minimum required contributions for all prior years2022-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-03-310
Remaining amount of unpaid minimum required contributions2022-03-310
Minimum required contributions for current year target normal cost2022-03-312,924,047
Net shortfall amortization installment of oustanding balance2022-03-310
Waiver amortization installment2022-03-310
Total funding amount beforereflecting carryover/prefunding balances2022-03-310
Carryover balance elected to use to offset funding requirement2022-03-310
Prefunding balance elected to use to offset funding requirement2022-03-310
Additional cash requirement2022-03-310
Contributions allocatedtoward minimum required contributions for current year2022-03-313,827,792
Unpaid minimum required contributions for current year2022-03-310
Unpaid minimum required contributions for all years2022-03-310
2021: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01655
Total number of active participants reported on line 7a of the Form 55002021-04-01347
Number of retired or separated participants receiving benefits2021-04-0157
Number of other retired or separated participants entitled to future benefits2021-04-01219
Total of all active and inactive participants2021-04-01623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-0112
Total participants2021-04-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
Market value of plan assets2021-03-3174,724,393
Acturial value of plan assets2021-03-3175,111,416
Funding target for retired participants and beneficiaries receiving payment2021-03-318,135,066
Number of terminated vested participants2021-03-31210
Fundng target for terminated vested participants2021-03-319,545,662
Active participant vested funding target2021-03-3142,906,301
Number of active participants2021-03-31400
Total funding liabilities for active participants2021-03-3142,906,301
Total participant count2021-03-31671
Total funding target for all participants2021-03-3160,587,029
Balance at beginning of prior year after applicable adjustments2021-03-310
Prefunding balance at beginning of prior year after applicable adjustments2021-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-03-310
Prefunding balanced used to offset prior years funding requirement2021-03-310
Amount remaining of carryover balance2021-03-310
Amount remaining of prefunding balance2021-03-310
Present value of excess contributions2021-03-312,855,366
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-03-313,008,128
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-03-310
Reductions in caryover balances due to elections or deemed elections2021-03-310
Reductions in prefunding balances due to elections or deemed elections2021-03-310
Balance of carryovers at beginning of current year2021-03-310
Balance of prefunding at beginning of current year2021-03-310
Total employer contributions2021-03-314,000,000
Total employee contributions2021-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-03-310
Contributions made to avoid restrictions adjusted to valuation date2021-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-03-313,812,858
Unpaid minimum required contributions for all prior years2021-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-03-310
Remaining amount of unpaid minimum required contributions2021-03-310
Minimum required contributions for current year target normal cost2021-03-312,753,932
Net shortfall amortization installment of oustanding balance2021-03-310
Waiver amortization installment2021-03-310
Total funding amount beforereflecting carryover/prefunding balances2021-03-310
Carryover balance elected to use to offset funding requirement2021-03-310
Prefunding balance elected to use to offset funding requirement2021-03-310
Additional cash requirement2021-03-310
Contributions allocatedtoward minimum required contributions for current year2021-03-313,812,858
Unpaid minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for all years2021-03-310
2020: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01671
Total number of active participants reported on line 7a of the Form 55002020-04-01378
Number of retired or separated participants receiving benefits2020-04-0156
Number of other retired or separated participants entitled to future benefits2020-04-01212
Total of all active and inactive participants2020-04-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-019
Total participants2020-04-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
Market value of plan assets2020-03-3170,522,973
Acturial value of plan assets2020-03-3171,113,253
Funding target for retired participants and beneficiaries receiving payment2020-03-317,519,086
Number of terminated vested participants2020-03-31210
Fundng target for terminated vested participants2020-03-318,032,252
Active participant vested funding target2020-03-3140,461,162
Number of active participants2020-03-31417
Total funding liabilities for active participants2020-03-3140,614,821
Total participant count2020-03-31684
Total funding target for all participants2020-03-3156,166,159
Balance at beginning of prior year after applicable adjustments2020-03-310
Prefunding balance at beginning of prior year after applicable adjustments2020-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-310
Prefunding balanced used to offset prior years funding requirement2020-03-310
Amount remaining of carryover balance2020-03-310
Amount remaining of prefunding balance2020-03-310
Present value of excess contributions2020-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-310
Reductions in caryover balances due to elections or deemed elections2020-03-310
Reductions in prefunding balances due to elections or deemed elections2020-03-310
Balance of carryovers at beginning of current year2020-03-310
Balance of prefunding at beginning of current year2020-03-310
Total employer contributions2020-03-313,000,000
Total employee contributions2020-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-310
Contributions made to avoid restrictions adjusted to valuation date2020-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-312,855,366
Unpaid minimum required contributions for all prior years2020-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-310
Remaining amount of unpaid minimum required contributions2020-03-310
Minimum required contributions for current year target normal cost2020-03-312,818,673
Net shortfall amortization installment of oustanding balance2020-03-310
Waiver amortization installment2020-03-310
Total funding amount beforereflecting carryover/prefunding balances2020-03-310
Carryover balance elected to use to offset funding requirement2020-03-310
Prefunding balance elected to use to offset funding requirement2020-03-310
Additional cash requirement2020-03-310
Contributions allocatedtoward minimum required contributions for current year2020-03-312,855,366
Unpaid minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for all years2020-03-310
2019: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01684
Total number of active participants reported on line 7a of the Form 55002019-04-01400
Number of retired or separated participants receiving benefits2019-04-0154
Number of other retired or separated participants entitled to future benefits2019-04-01208
Total of all active and inactive participants2019-04-01662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-019
Total participants2019-04-01671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
Market value of plan assets2019-03-3170,640,737
Acturial value of plan assets2019-03-3169,674,685
Funding target for retired participants and beneficiaries receiving payment2019-03-317,295,894
Number of terminated vested participants2019-03-31207
Fundng target for terminated vested participants2019-03-317,807,759
Active participant vested funding target2019-03-3136,451,422
Number of active participants2019-03-31439
Total funding liabilities for active participants2019-03-3136,577,655
Total participant count2019-03-31700
Total funding target for all participants2019-03-3151,681,308
Balance at beginning of prior year after applicable adjustments2019-03-310
Prefunding balance at beginning of prior year after applicable adjustments2019-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-03-310
Prefunding balanced used to offset prior years funding requirement2019-03-310
Amount remaining of carryover balance2019-03-310
Amount remaining of prefunding balance2019-03-310
Present value of excess contributions2019-03-315,579,409
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-03-315,900,225
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-03-310
Reductions in caryover balances due to elections or deemed elections2019-03-310
Reductions in prefunding balances due to elections or deemed elections2019-03-310
Balance of carryovers at beginning of current year2019-03-310
Balance of prefunding at beginning of current year2019-03-310
Total employer contributions2019-03-310
Total employee contributions2019-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-03-310
Contributions made to avoid restrictions adjusted to valuation date2019-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-03-310
Unpaid minimum required contributions for all prior years2019-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-03-310
Remaining amount of unpaid minimum required contributions2019-03-310
Minimum required contributions for current year target normal cost2019-03-312,573,060
Net shortfall amortization installment of oustanding balance2019-03-310
Waiver amortization installment2019-03-310
Total funding amount beforereflecting carryover/prefunding balances2019-03-310
Carryover balance elected to use to offset funding requirement2019-03-310
Prefunding balance elected to use to offset funding requirement2019-03-310
Additional cash requirement2019-03-310
Contributions allocatedtoward minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for all years2019-03-310
2018: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01700
Total number of active participants reported on line 7a of the Form 55002018-04-01417
Number of retired or separated participants receiving benefits2018-04-0151
Number of other retired or separated participants entitled to future benefits2018-04-01210
Total of all active and inactive participants2018-04-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-016
Total participants2018-04-01684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-012
Market value of plan assets2018-03-3163,870,083
Acturial value of plan assets2018-03-3165,561,578
Funding target for retired participants and beneficiaries receiving payment2018-03-315,850,824
Number of terminated vested participants2018-03-31212
Fundng target for terminated vested participants2018-03-318,861,598
Active participant vested funding target2018-03-3132,963,233
Number of active participants2018-03-31419
Total funding liabilities for active participants2018-03-3133,110,099
Total participant count2018-03-31679
Total funding target for all participants2018-03-3147,822,521
Balance at beginning of prior year after applicable adjustments2018-03-310
Prefunding balance at beginning of prior year after applicable adjustments2018-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-03-310
Prefunding balanced used to offset prior years funding requirement2018-03-310
Amount remaining of carryover balance2018-03-310
Amount remaining of prefunding balance2018-03-310
Present value of excess contributions2018-03-312,840,056
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-03-313,009,039
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-03-310
Reductions in caryover balances due to elections or deemed elections2018-03-310
Reductions in prefunding balances due to elections or deemed elections2018-03-310
Balance of carryovers at beginning of current year2018-03-310
Balance of prefunding at beginning of current year2018-03-310
Total employer contributions2018-03-316,000,000
Total employee contributions2018-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-03-310
Contributions made to avoid restrictions adjusted to valuation date2018-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-03-315,579,409
Unpaid minimum required contributions for all prior years2018-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-03-310
Remaining amount of unpaid minimum required contributions2018-03-310
Minimum required contributions for current year target normal cost2018-03-312,260,565
Net shortfall amortization installment of oustanding balance2018-03-310
Waiver amortization installment2018-03-310
Total funding amount beforereflecting carryover/prefunding balances2018-03-310
Carryover balance elected to use to offset funding requirement2018-03-310
Prefunding balance elected to use to offset funding requirement2018-03-310
Additional cash requirement2018-03-310
Contributions allocatedtoward minimum required contributions for current year2018-03-315,579,409
Unpaid minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for all years2018-03-310
2017: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01678
Total number of active participants reported on line 7a of the Form 55002017-04-01437
Number of retired or separated participants receiving benefits2017-04-0148
Number of other retired or separated participants entitled to future benefits2017-04-01207
Total of all active and inactive participants2017-04-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-016
Total participants2017-04-01698
Number of participants with account balances2017-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-012
Market value of plan assets2017-03-3159,676,971
Acturial value of plan assets2017-03-3162,879,811
Funding target for retired participants and beneficiaries receiving payment2017-03-315,795,813
Number of terminated vested participants2017-03-31195
Fundng target for terminated vested participants2017-03-316,249,620
Active participant vested funding target2017-03-3131,955,985
Number of active participants2017-03-31430
Total funding liabilities for active participants2017-03-3132,136,905
Total participant count2017-03-31674
Total funding target for all participants2017-03-3144,182,338
Balance at beginning of prior year after applicable adjustments2017-03-310
Prefunding balance at beginning of prior year after applicable adjustments2017-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-03-310
Prefunding balanced used to offset prior years funding requirement2017-03-310
Amount remaining of carryover balance2017-03-310
Amount remaining of prefunding balance2017-03-310
Present value of excess contributions2017-03-314,693,580
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-314,983,643
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-03-310
Reductions in caryover balances due to elections or deemed elections2017-03-310
Reductions in prefunding balances due to elections or deemed elections2017-03-310
Balance of carryovers at beginning of current year2017-03-310
Balance of prefunding at beginning of current year2017-03-310
Total employer contributions2017-03-313,000,000
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-312,840,056
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-312,352,447
Net shortfall amortization installment of oustanding balance2017-03-310
Waiver amortization installment2017-03-310
Waived amount of outstanding balance2017-03-310
Total funding amount beforereflecting carryover/prefunding balances2017-03-310
Carryover balance elected to use to offset funding requirement2017-03-310
Prefunding balance elected to use to offset funding requirement2017-03-310
Additional cash requirement2017-03-310
Contributions allocatedtoward minimum required contributions for current year2017-03-312,840,056
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2016: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01673
Total number of active participants reported on line 7a of the Form 55002016-04-01415
Number of retired or separated participants receiving benefits2016-04-0143
Number of other retired or separated participants entitled to future benefits2016-04-01211
Total of all active and inactive participants2016-04-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-015
Total participants2016-04-01674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-019
2015: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01658
Total number of active participants reported on line 7a of the Form 55002015-04-01427
Number of retired or separated participants receiving benefits2015-04-0144
Number of other retired or separated participants entitled to future benefits2015-04-01194
Total of all active and inactive participants2015-04-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-015
Total participants2015-04-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01615
Total number of active participants reported on line 7a of the Form 55002014-04-01421
Number of retired or separated participants receiving benefits2014-04-0139
Number of other retired or separated participants entitled to future benefits2014-04-01189
Total of all active and inactive participants2014-04-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-015
Total participants2014-04-01654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-012
2013: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01581
Total number of active participants reported on line 7a of the Form 55002013-04-01383
Number of retired or separated participants receiving benefits2013-04-0133
Number of other retired or separated participants entitled to future benefits2013-04-01195
Total of all active and inactive participants2013-04-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-014
Total participants2013-04-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-014
2012: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01366
Total number of active participants reported on line 7a of the Form 55002012-04-01349
Number of retired or separated participants receiving benefits2012-04-0129
Number of other retired or separated participants entitled to future benefits2012-04-01199
Total of all active and inactive participants2012-04-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-014
Total participants2012-04-01581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-013
2011: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01557
Number of retired or separated participants receiving benefits2011-04-01337
Number of other retired or separated participants entitled to future benefits2011-04-0125
Total of all active and inactive participants2011-04-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-014
Total participants2011-04-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-015
2010: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01564
Total number of active participants reported on line 7a of the Form 55002010-04-01338
Number of retired or separated participants receiving benefits2010-04-0125
Number of other retired or separated participants entitled to future benefits2010-04-01190
Total of all active and inactive participants2010-04-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-014
Total participants2010-04-01557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-012
2009: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01582
Total number of active participants reported on line 7a of the Form 55002009-04-01371
Number of retired or separated participants receiving benefits2009-04-0124
Number of other retired or separated participants entitled to future benefits2009-04-01166
Total of all active and inactive participants2009-04-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-013
Total participants2009-04-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-017

Financial Data on HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN

Measure Date Value
2023 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-3,104,963
Total unrealized appreciation/depreciation of assets2023-03-31$-3,104,963
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$88,531
Total income from all sources (including contributions)2023-03-31$-4,298,657
Total loss/gain on sale of assets2023-03-31$-1,827,285
Total of all expenses incurred2023-03-31$9,176,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$8,881,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$0
Value of total assets at end of year2023-03-31$69,655,406
Value of total assets at beginning of year2023-03-31$83,218,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$294,879
Total interest from all sources2023-03-31$2,088,199
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$109,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$109,812
Administrative expenses professional fees incurred2023-03-31$3,100
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Assets. Other investments not covered elsewhere at end of year2023-03-31$391,358
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$435,472
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$608,766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$495,507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$88,531
Total non interest bearing cash at end of year2023-03-31$65,672
Total non interest bearing cash at beginning of year2023-03-31$64,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-13,474,958
Value of net assets at end of year (total assets less liabilities)2023-03-31$69,655,406
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$83,130,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$213,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$9,166,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$19,764,633
Interest earned on other investments2023-03-31$21,935
Income. Interest from US Government securities2023-03-31$152,478
Income. Interest from corporate debt instruments2023-03-31$1,913,943
Value of interest in common/collective trusts at end of year2023-03-31$1,410,429
Value of interest in common/collective trusts at beginning of year2023-03-31$3,475,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$685,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$1,673,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$1,673,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$-157
Asset value of US Government securities at end of year2023-03-31$3,328,202
Asset value of US Government securities at beginning of year2023-03-31$10,039,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-1,481,722
Net investment gain or loss from common/collective trusts2023-03-31$-82,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$8,881,422
Asset. Corporate debt instrument preferred debt at end of year2023-03-31$27,525,265
Asset. Corporate debt instrument preferred debt at beginning of year2023-03-31$22,418,354
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$26,473,235
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$24,851,585
Contract administrator fees2023-03-31$78,597
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$28,522,418
Aggregate carrying amount (costs) on sale of assets2023-03-31$30,349,703
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31CHERRY BEKAERT, LLP
Accountancy firm EIN2023-03-31560574444
2022 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$-4,148,365
Total unrealized appreciation/depreciation of assets2022-03-31$-4,148,365
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$88,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$3,016,046
Total loss/gain on sale of assets2022-03-31$84,798
Total of all expenses incurred2022-03-31$4,011,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$3,703,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$4,000,000
Value of total assets at end of year2022-03-31$83,218,895
Value of total assets at beginning of year2022-03-31$84,126,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$308,229
Total interest from all sources2022-03-31$1,797,125
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$198,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$198,159
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Assets. Other investments not covered elsewhere at end of year2022-03-31$435,472
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$960,301
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$495,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$447,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$88,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$0
Other income not declared elsewhere2022-03-31$27,600
Total non interest bearing cash at end of year2022-03-31$64,675
Total non interest bearing cash at beginning of year2022-03-31$60,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-995,817
Value of net assets at end of year (total assets less liabilities)2022-03-31$83,130,364
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$84,126,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$214,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$19,764,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$23,712,512
Interest earned on other investments2022-03-31$32,221
Income. Interest from US Government securities2022-03-31$213,217
Income. Interest from corporate debt instruments2022-03-31$1,551,674
Value of interest in common/collective trusts at end of year2022-03-31$3,475,861
Value of interest in common/collective trusts at beginning of year2022-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$1,673,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$1,716,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$1,716,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$13
Asset value of US Government securities at end of year2022-03-31$10,039,639
Asset value of US Government securities at beginning of year2022-03-31$16,737,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$917,755
Net investment gain or loss from common/collective trusts2022-03-31$138,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$3,703,634
Asset. Corporate debt instrument preferred debt at end of year2022-03-31$22,418,354
Asset. Corporate debt instrument preferred debt at beginning of year2022-03-31$16,149,395
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$24,851,585
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$24,342,099
Contract administrator fees2022-03-31$93,605
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$28,594,896
Aggregate carrying amount (costs) on sale of assets2022-03-31$28,510,098
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31PKF MUELLER
Accountancy firm EIN2022-03-31362658780
2021 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$-71,579
Total unrealized appreciation/depreciation of assets2021-03-31$-71,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$3,095,037
Total income from all sources (including contributions)2021-03-31$14,723,200
Total loss/gain on sale of assets2021-03-31$821,362
Total of all expenses incurred2021-03-31$5,321,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$5,066,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$4,000,000
Value of total assets at end of year2021-03-31$84,126,181
Value of total assets at beginning of year2021-03-31$77,819,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$254,468
Total interest from all sources2021-03-31$1,723,472
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$196,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$196,166
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Assets. Other investments not covered elsewhere at end of year2021-03-31$960,301
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$636,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$447,823
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$2,650,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$3,095,037
Other income not declared elsewhere2021-03-31$164
Total non interest bearing cash at end of year2021-03-31$60,636
Total non interest bearing cash at beginning of year2021-03-31$59,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$9,401,788
Value of net assets at end of year (total assets less liabilities)2021-03-31$84,126,181
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$74,724,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$196,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$23,712,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$17,545,548
Interest earned on other investments2021-03-31$32,798
Income. Interest from US Government securities2021-03-31$353,349
Income. Interest from corporate debt instruments2021-03-31$1,337,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$1,716,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$1,050,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$1,050,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$-42
Asset value of US Government securities at end of year2021-03-31$16,737,265
Asset value of US Government securities at beginning of year2021-03-31$22,465,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$8,053,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$5,066,944
Asset. Corporate debt instrument preferred debt at end of year2021-03-31$16,149,395
Asset. Corporate debt instrument preferred debt at beginning of year2021-03-31$13,973,561
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$24,342,099
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$19,436,998
Contract administrator fees2021-03-31$58,221
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$35,386,848
Aggregate carrying amount (costs) on sale of assets2021-03-31$34,565,486
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31PKF MUELLER
Accountancy firm EIN2021-03-31362658780
2020 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$2,728,484
Total unrealized appreciation/depreciation of assets2020-03-31$2,728,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$3,095,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$518,023
Total income from all sources (including contributions)2020-03-31$6,518,286
Total loss/gain on sale of assets2020-03-31$1,425,504
Total of all expenses incurred2020-03-31$2,316,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$2,081,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$3,000,000
Value of total assets at end of year2020-03-31$77,819,430
Value of total assets at beginning of year2020-03-31$71,040,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$235,077
Total interest from all sources2020-03-31$1,667,628
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$263,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$263,404
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Assets. Other investments not covered elsewhere at end of year2020-03-31$636,672
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$632,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$2,650,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$742,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$3,095,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$518,023
Other income not declared elsewhere2020-03-31$4,050
Total non interest bearing cash at end of year2020-03-31$59,574
Total non interest bearing cash at beginning of year2020-03-31$54,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$4,201,419
Value of net assets at end of year (total assets less liabilities)2020-03-31$74,724,393
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$70,522,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$207,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$17,545,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$18,468,702
Interest earned on other investments2020-03-31$31,135
Income. Interest from US Government securities2020-03-31$432,826
Income. Interest from corporate debt instruments2020-03-31$1,203,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$1,050,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$1,327,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$1,327,467
Asset value of US Government securities at end of year2020-03-31$22,465,886
Asset value of US Government securities at beginning of year2020-03-31$21,592,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-2,570,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$2,081,790
Asset. Corporate debt instrument preferred debt at end of year2020-03-31$13,973,561
Asset. Corporate debt instrument preferred debt at beginning of year2020-03-31$10,660,610
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$19,436,998
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$17,561,326
Contract administrator fees2020-03-31$27,779
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$32,305,283
Aggregate carrying amount (costs) on sale of assets2020-03-31$30,879,779
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31MUELLER & CO., LLP
Accountancy firm EIN2020-03-31036658780
2019 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$1,334,694
Total unrealized appreciation/depreciation of assets2019-03-31$1,334,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$518,023
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$5,406,325
Total loss/gain on sale of assets2019-03-31$-301,773
Total of all expenses incurred2019-03-31$2,626,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$2,444,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$3,001,048
Value of total assets at end of year2019-03-31$71,040,997
Value of total assets at beginning of year2019-03-31$67,742,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$181,688
Total interest from all sources2019-03-31$1,097,854
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$399,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$399,675
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Assets. Other investments not covered elsewhere at end of year2019-03-31$632,582
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$7,836,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$742,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$518,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$0
Other income not declared elsewhere2019-03-31$6,500
Total non interest bearing cash at end of year2019-03-31$54,957
Total non interest bearing cash at beginning of year2019-03-31$53,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$2,780,164
Value of net assets at end of year (total assets less liabilities)2019-03-31$70,522,974
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$67,742,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$142,496
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$18,468,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$30,236,402
Interest earned on other investments2019-03-31$31,135
Income. Interest from US Government securities2019-03-31$232,766
Income. Interest from corporate debt instruments2019-03-31$828,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$1,327,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$1,692,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$1,692,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$5,428
Asset value of US Government securities at end of year2019-03-31$21,592,362
Asset value of US Government securities at beginning of year2019-03-31$9,525,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$-131,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$3,001,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$2,444,473
Asset. Corporate debt instrument preferred debt at end of year2019-03-31$10,660,610
Asset. Corporate debt instrument preferred debt at beginning of year2019-03-31$18,398,497
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$17,561,326
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$0
Contract administrator fees2019-03-31$39,192
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$18,109,070
Aggregate carrying amount (costs) on sale of assets2019-03-31$18,410,843
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31MUELLER & CO., LLP
Accountancy firm EIN2019-03-31036658780
2018 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-03-31$231,901
Total unrealized appreciation/depreciation of assets2018-03-31$231,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$474,674
Total income from all sources (including contributions)2018-03-31$8,625,861
Total loss/gain on sale of assets2018-03-31$4,389,977
Total of all expenses incurred2018-03-31$4,753,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$4,470,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$3,000,000
Value of total assets at end of year2018-03-31$67,742,810
Value of total assets at beginning of year2018-03-31$64,344,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$282,924
Total interest from all sources2018-03-31$585,801
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$1,085,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$862,873
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Assets. Other investments not covered elsewhere at end of year2018-03-31$7,836,655
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$6,734,657
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$788,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$474,674
Total non interest bearing cash at end of year2018-03-31$53,239
Total non interest bearing cash at beginning of year2018-03-31$45,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$3,872,727
Value of net assets at end of year (total assets less liabilities)2018-03-31$67,742,810
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$63,870,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$265,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$30,236,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$11,443,853
Income. Interest from corporate debt instruments2018-03-31$583,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$1,692,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$3,224,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$3,224,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$2,405
Asset value of US Government securities at end of year2018-03-31$9,525,249
Asset value of US Government securities at beginning of year2018-03-31$10,952,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$-667,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$3,000,000
Income. Dividends from common stock2018-03-31$222,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$4,470,210
Asset. Corporate debt instrument preferred debt at end of year2018-03-31$18,398,497
Asset. Corporate debt instrument preferred debt at beginning of year2018-03-31$17,288,986
Contract administrator fees2018-03-31$16,986
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$13,866,411
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$26,558,124
Aggregate carrying amount (costs) on sale of assets2018-03-31$22,168,147
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31MUELLER & CO., LLP
Accountancy firm EIN2018-03-31036658780
2017 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$1,230,644
Total unrealized appreciation/depreciation of assets2017-03-31$1,230,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$474,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$607,925
Total income from all sources (including contributions)2017-03-31$7,223,811
Total loss/gain on sale of assets2017-03-31$1,306,205
Total of all expenses incurred2017-03-31$3,047,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$2,712,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$3,000,000
Value of total assets at end of year2017-03-31$64,344,757
Value of total assets at beginning of year2017-03-31$60,301,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$335,082
Total interest from all sources2017-03-31$987,350
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$699,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$401,565
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Assets. Other investments not covered elsewhere at end of year2017-03-31$6,734,657
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$5,910,130
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$788,234
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$835,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$474,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$607,925
Total non interest bearing cash at end of year2017-03-31$45,459
Total non interest bearing cash at beginning of year2017-03-31$44,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$4,176,710
Value of net assets at end of year (total assets less liabilities)2017-03-31$63,870,083
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$59,693,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$335,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$11,443,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$7,492,380
Income. Interest from corporate debt instruments2017-03-31$986,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$3,224,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$2,069,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$2,069,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$442
Asset value of US Government securities at end of year2017-03-31$10,952,903
Asset value of US Government securities at beginning of year2017-03-31$9,511,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$3,000,000
Employer contributions (assets) at end of year2017-03-31$0
Employer contributions (assets) at beginning of year2017-03-31$5,000,000
Income. Dividends from common stock2017-03-31$298,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$2,712,019
Asset. Corporate debt instrument preferred debt at end of year2017-03-31$17,288,986
Asset. Corporate debt instrument preferred debt at beginning of year2017-03-31$15,338,920
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$13,866,411
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$14,099,201
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$14,007,185
Aggregate carrying amount (costs) on sale of assets2017-03-31$12,700,980
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31MUELLER & CO., LLP
Accountancy firm EIN2017-03-31036658780
2016 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-2,556,838
Total unrealized appreciation/depreciation of assets2016-03-31$-2,556,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$607,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$119,477
Total income from all sources (including contributions)2016-03-31$3,903,548
Total loss/gain on sale of assets2016-03-31$-241,422
Total of all expenses incurred2016-03-31$1,808,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$1,496,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$5,000,000
Value of total assets at end of year2016-03-31$60,301,298
Value of total assets at beginning of year2016-03-31$57,718,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$312,762
Total interest from all sources2016-03-31$939,070
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$762,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$447,508
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-03-31$23,790
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Assets. Other investments not covered elsewhere at end of year2016-03-31$5,910,130
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$6,193,781
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$835,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$416,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$607,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$119,477
Total non interest bearing cash at end of year2016-03-31$44,680
Total non interest bearing cash at beginning of year2016-03-31$55,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$2,094,667
Value of net assets at end of year (total assets less liabilities)2016-03-31$59,693,373
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$57,598,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$312,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$7,492,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$7,117,824
Income. Interest from corporate debt instruments2016-03-31$938,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$2,069,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$2,808,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$2,808,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$192
Asset value of US Government securities at end of year2016-03-31$9,511,610
Asset value of US Government securities at beginning of year2016-03-31$6,521,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$5,000,000
Employer contributions (assets) at end of year2016-03-31$5,000,000
Employer contributions (assets) at beginning of year2016-03-31$0
Income. Dividends from common stock2016-03-31$315,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$1,496,119
Asset. Corporate debt instrument preferred debt at end of year2016-03-31$15,338,920
Asset. Corporate debt instrument preferred debt at beginning of year2016-03-31$19,184,249
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$14,099,201
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$15,395,501
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$18,770,439
Aggregate carrying amount (costs) on sale of assets2016-03-31$19,011,861
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31MUELLER & CO., LLP
Accountancy firm EIN2016-03-31036658780
2015 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$-182,594
Total unrealized appreciation/depreciation of assets2015-03-31$-182,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$119,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$45,410
Total income from all sources (including contributions)2015-03-31$7,858,014
Total loss/gain on sale of assets2015-03-31$3,352,051
Total of all expenses incurred2015-03-31$1,080,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$753,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$3,000,000
Value of total assets at end of year2015-03-31$57,718,183
Value of total assets at beginning of year2015-03-31$50,866,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$327,010
Total interest from all sources2015-03-31$940,873
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$747,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$435,618
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-03-31$23,790
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-03-31$35,594
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Assets. Other investments not covered elsewhere at end of year2015-03-31$6,193,781
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$3,600,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$416,868
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$353,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$119,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$45,410
Total non interest bearing cash at end of year2015-03-31$55,562
Total non interest bearing cash at beginning of year2015-03-31$75,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$6,777,415
Value of net assets at end of year (total assets less liabilities)2015-03-31$57,598,706
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$50,821,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$327,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$7,117,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$307,157
Interest earned on other investments2015-03-31$45,850
Income. Interest from US Government securities2015-03-31$125,307
Income. Interest from corporate debt instruments2015-03-31$768,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$2,808,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$1,873,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$1,873,537
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$1,460
Asset value of US Government securities at end of year2015-03-31$6,521,668
Asset value of US Government securities at beginning of year2015-03-31$5,098,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$3,000,000
Employer contributions (assets) at end of year2015-03-31$0
Employer contributions (assets) at beginning of year2015-03-31$0
Income. Dividends from preferred stock2015-03-31$2,628
Income. Dividends from common stock2015-03-31$309,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$753,589
Asset. Corporate debt instrument preferred debt at end of year2015-03-31$19,184,249
Asset. Corporate debt instrument preferred debt at beginning of year2015-03-31$18,455,224
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$15,395,501
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$21,066,756
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$7,205,817
Aggregate carrying amount (costs) on sale of assets2015-03-31$3,853,766
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31RSM US LLP
Accountancy firm EIN2015-03-31420714325
2014 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$2,833,482
Total unrealized appreciation/depreciation of assets2014-03-31$2,833,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$45,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$37,373
Total income from all sources (including contributions)2014-03-31$4,715,867
Total loss/gain on sale of assets2014-03-31$995,767
Total of all expenses incurred2014-03-31$817,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$548,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$0
Value of total assets at end of year2014-03-31$50,866,701
Value of total assets at beginning of year2014-03-31$46,960,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$269,168
Total interest from all sources2014-03-31$463,569
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$423,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$72,571
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-03-31$35,594
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-03-31$31,048
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Assets. Other investments not covered elsewhere at end of year2014-03-31$3,600,734
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$2,990,897
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$353,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$127,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$45,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$37,373
Total non interest bearing cash at end of year2014-03-31$75,101
Total non interest bearing cash at beginning of year2014-03-31$36,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$3,898,655
Value of net assets at end of year (total assets less liabilities)2014-03-31$50,821,291
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$46,922,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$269,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$307,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$300,486
Interest earned on other investments2014-03-31$12,880
Income. Interest from US Government securities2014-03-31$137,301
Income. Interest from corporate debt instruments2014-03-31$309,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$1,873,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$11,270,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$11,270,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$4,356
Asset value of US Government securities at end of year2014-03-31$5,098,679
Asset value of US Government securities at beginning of year2014-03-31$9,930,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Employer contributions (assets) at end of year2014-03-31$0
Employer contributions (assets) at beginning of year2014-03-31$0
Income. Dividends from common stock2014-03-31$350,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$548,044
Asset. Corporate debt instrument preferred debt at end of year2014-03-31$18,455,224
Asset. Corporate debt instrument preferred debt at beginning of year2014-03-31$4,161,715
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$21,066,756
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$18,111,431
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$6,545,927
Aggregate carrying amount (costs) on sale of assets2014-03-31$5,550,160
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31MCGLADREY LLP
Accountancy firm EIN2014-03-31420714325
2013 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$1,582,139
Total unrealized appreciation/depreciation of assets2013-03-31$1,582,139
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$37,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$12,800,194
Total loss/gain on sale of assets2013-03-31$305,688
Total of all expenses incurred2013-03-31$3,141,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$2,899,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$10,000,000
Value of total assets at end of year2013-03-31$46,960,009
Value of total assets at beginning of year2013-03-31$37,264,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$241,669
Total interest from all sources2013-03-31$491,222
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$421,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-03-31$31,048
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-03-31$22,736
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Assets. Other investments not covered elsewhere at end of year2013-03-31$2,990,897
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$127,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$37,373
Total non interest bearing cash at end of year2013-03-31$36,608
Total non interest bearing cash at beginning of year2013-03-31$11,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$9,658,554
Value of net assets at end of year (total assets less liabilities)2013-03-31$46,922,636
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$37,264,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$241,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$300,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$251,887
Income. Interest from US Government securities2013-03-31$287,912
Income. Interest from corporate debt instruments2013-03-31$202,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$11,270,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$1,517,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$1,517,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$440
Asset value of US Government securities at end of year2013-03-31$9,930,206
Asset value of US Government securities at beginning of year2013-03-31$9,400,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$10,000,000
Employer contributions (assets) at end of year2013-03-31$0
Employer contributions (assets) at beginning of year2013-03-31$1,500,000
Income. Dividends from common stock2013-03-31$421,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$2,899,971
Asset. Corporate debt instrument preferred debt at end of year2013-03-31$4,161,715
Asset. Corporate debt instrument preferred debt at beginning of year2013-03-31$3,855,320
Asset. Corporate debt instrument debt (other) at end of year2013-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-03-31$1,287,319
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$18,111,431
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$19,417,255
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$50,630,498
Aggregate carrying amount (costs) on sale of assets2013-03-31$50,324,810
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31MCGLADREY LLP
Accountancy firm EIN2013-03-31420714325
2012 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$998,143
Total unrealized appreciation/depreciation of assets2012-03-31$998,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$369,044
Total income from all sources (including contributions)2012-03-31$3,159,503
Total loss/gain on sale of assets2012-03-31$-195,224
Total of all expenses incurred2012-03-31$990,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$753,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$1,500,000
Value of total assets at end of year2012-03-31$37,264,082
Value of total assets at beginning of year2012-03-31$35,464,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$237,232
Total interest from all sources2012-03-31$544,485
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$312,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$3,381
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-03-31$22,736
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-03-31$34,193
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$0
Liabilities. Value of operating payables at end of year2012-03-31$0
Liabilities. Value of operating payables at beginning of year2012-03-31$369,044
Total non interest bearing cash at end of year2012-03-31$11,257
Total non interest bearing cash at beginning of year2012-03-31$4,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$2,169,056
Value of net assets at end of year (total assets less liabilities)2012-03-31$37,264,082
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$35,095,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$237,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$251,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$255,088
Interest earned on other investments2012-03-31$917
Income. Interest from US Government securities2012-03-31$322,116
Income. Interest from corporate debt instruments2012-03-31$219,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$1,517,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$1,558,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$1,558,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$2,378
Asset value of US Government securities at end of year2012-03-31$9,400,439
Asset value of US Government securities at beginning of year2012-03-31$9,073,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$1,500,000
Employer contributions (assets) at end of year2012-03-31$1,500,000
Employer contributions (assets) at beginning of year2012-03-31$1,500,000
Income. Dividends from common stock2012-03-31$308,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$753,215
Asset. Corporate debt instrument preferred debt at end of year2012-03-31$3,855,320
Asset. Corporate debt instrument preferred debt at beginning of year2012-03-31$3,532,242
Asset. Corporate debt instrument debt (other) at end of year2012-03-31$1,287,319
Asset. Corporate debt instrument debt (other) at beginning of year2012-03-31$859,686
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$19,417,255
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$18,646,600
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$34,727,573
Aggregate carrying amount (costs) on sale of assets2012-03-31$34,922,797
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31CORBETT, DUNCAN & HUBLY, PC
Accountancy firm EIN2012-03-31364105119
2011 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$2,710,887
Total unrealized appreciation/depreciation of assets2011-03-31$2,710,887
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$369,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$5,767,093
Total loss/gain on sale of assets2011-03-31$654,610
Total of all expenses incurred2011-03-31$2,276,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$2,070,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$1,506,159
Value of total assets at end of year2011-03-31$35,464,070
Value of total assets at beginning of year2011-03-31$31,604,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$206,584
Total interest from all sources2011-03-31$592,372
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$277,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$9,008
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-03-31$34,193
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-03-31$32,001
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$142,769
Liabilities. Value of operating payables at end of year2011-03-31$369,044
Total non interest bearing cash at end of year2011-03-31$4,206
Total non interest bearing cash at beginning of year2011-03-31$46,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$3,490,304
Value of net assets at end of year (total assets less liabilities)2011-03-31$35,095,026
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$31,604,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$206,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$255,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$220,317
Income. Interest from US Government securities2011-03-31$368,944
Income. Interest from corporate debt instruments2011-03-31$220,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$1,558,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$1,350,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$1,350,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$2,583
Asset value of US Government securities at end of year2011-03-31$9,073,320
Asset value of US Government securities at beginning of year2011-03-31$8,611,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$25,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$1,506,159
Employer contributions (assets) at end of year2011-03-31$1,500,000
Employer contributions (assets) at beginning of year2011-03-31$1,500,000
Income. Dividends from common stock2011-03-31$268,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$2,070,205
Asset. Corporate debt instrument preferred debt at end of year2011-03-31$3,532,242
Asset. Corporate debt instrument preferred debt at beginning of year2011-03-31$2,191,932
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$859,686
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$806,781
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$18,646,600
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$16,702,464
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$43,966,595
Aggregate carrying amount (costs) on sale of assets2011-03-31$43,311,985
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31CORBETT, DUNCAN & HUBLEY, P.C.
Accountancy firm EIN2011-03-31364105119
2010 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN

2022: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedYes
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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