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Plan Name | HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-04-01 | ||||
001 | 2021-04-01 | ||||
001 | 2020-04-01 | ||||
001 | 2019-04-01 | ||||
001 | 2018-04-01 | ||||
001 | 2017-04-01 | KAREN FOLLIARD | |||
001 | 2016-04-01 | KAREN FOLLIARD | |||
001 | 2015-04-01 | KAREN FOLLIARD | |||
001 | 2014-04-01 | KAREN FOLLIARD | |||
001 | 2013-04-01 | KAREN FOLLIARD | |||
001 | 2012-04-01 | KAREN FOLLIARD | |||
001 | 2011-04-01 | KAREN FOLLIARD | KAREN FOLLIARD | 2013-01-10 | |
001 | 2010-04-01 | KAREN FOLLIARD | KAREN FOLLIARD | 2012-01-13 | |
001 | 2009-04-01 | MARGHERITA UNGARO |
Measure | Date | Value |
---|---|---|
2023: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2023 401k membership | ||
Market value of plan assets | 2023-03-31 | 83,130,364 |
Acturial value of plan assets | 2023-03-31 | 83,964,658 |
Funding target for retired participants and beneficiaries receiving payment | 2023-03-31 | 8,518,639 |
Number of terminated vested participants | 2023-03-31 | 222 |
Fundng target for terminated vested participants | 2023-03-31 | 11,095,409 |
Active participant vested funding target | 2023-03-31 | 44,210,249 |
Number of active participants | 2023-03-31 | 347 |
Total funding liabilities for active participants | 2023-03-31 | 44,210,249 |
Total participant count | 2023-03-31 | 635 |
Total funding target for all participants | 2023-03-31 | 63,824,297 |
Balance at beginning of prior year after applicable adjustments | 2023-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-03-31 | 0 |
Amount remaining of carryover balance | 2023-03-31 | 0 |
Amount remaining of prefunding balance | 2023-03-31 | 0 |
Present value of excess contributions | 2023-03-31 | 3,827,792 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-03-31 | 4,010,760 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-03-31 | 0 |
Balance of carryovers at beginning of current year | 2023-03-31 | 0 |
Balance of prefunding at beginning of current year | 2023-03-31 | 0 |
Total employer contributions | 2023-03-31 | 0 |
Total employee contributions | 2023-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2023-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-03-31 | 3,119,640 |
Net shortfall amortization installment of oustanding balance | 2023-03-31 | 0 |
Waiver amortization installment | 2023-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Additional cash requirement | 2023-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-03-31 | 0 |
Unpaid minimum required contributions for current year | 2023-03-31 | 0 |
Unpaid minimum required contributions for all years | 2023-03-31 | 0 |
2022: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-04-01 | 635 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 318 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 217 |
Total of all active and inactive participants | 2022-04-01 | 593 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 12 |
Total participants | 2022-04-01 | 605 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 0 |
Market value of plan assets | 2022-03-31 | 84,126,182 |
Acturial value of plan assets | 2022-03-31 | 79,196,325 |
Funding target for retired participants and beneficiaries receiving payment | 2022-03-31 | 8,294,681 |
Number of terminated vested participants | 2022-03-31 | 213 |
Fundng target for terminated vested participants | 2022-03-31 | 10,034,985 |
Active participant vested funding target | 2022-03-31 | 46,345,390 |
Number of active participants | 2022-03-31 | 378 |
Total funding liabilities for active participants | 2022-03-31 | 46,345,390 |
Total participant count | 2022-03-31 | 655 |
Total funding target for all participants | 2022-03-31 | 64,675,056 |
Balance at beginning of prior year after applicable adjustments | 2022-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-03-31 | 0 |
Amount remaining of carryover balance | 2022-03-31 | 0 |
Amount remaining of prefunding balance | 2022-03-31 | 0 |
Present value of excess contributions | 2022-03-31 | 3,812,858 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-03-31 | 4,011,127 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-03-31 | 0 |
Balance of carryovers at beginning of current year | 2022-03-31 | 0 |
Balance of prefunding at beginning of current year | 2022-03-31 | 0 |
Total employer contributions | 2022-03-31 | 4,000,000 |
Total employee contributions | 2022-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-03-31 | 3,827,792 |
Unpaid minimum required contributions for all prior years | 2022-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-03-31 | 2,924,047 |
Net shortfall amortization installment of oustanding balance | 2022-03-31 | 0 |
Waiver amortization installment | 2022-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-03-31 | 0 |
Additional cash requirement | 2022-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-03-31 | 3,827,792 |
Unpaid minimum required contributions for current year | 2022-03-31 | 0 |
Unpaid minimum required contributions for all years | 2022-03-31 | 0 |
2021: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-04-01 | 655 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 347 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 219 |
Total of all active and inactive participants | 2021-04-01 | 623 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 12 |
Total participants | 2021-04-01 | 635 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 0 |
Market value of plan assets | 2021-03-31 | 74,724,393 |
Acturial value of plan assets | 2021-03-31 | 75,111,416 |
Funding target for retired participants and beneficiaries receiving payment | 2021-03-31 | 8,135,066 |
Number of terminated vested participants | 2021-03-31 | 210 |
Fundng target for terminated vested participants | 2021-03-31 | 9,545,662 |
Active participant vested funding target | 2021-03-31 | 42,906,301 |
Number of active participants | 2021-03-31 | 400 |
Total funding liabilities for active participants | 2021-03-31 | 42,906,301 |
Total participant count | 2021-03-31 | 671 |
Total funding target for all participants | 2021-03-31 | 60,587,029 |
Balance at beginning of prior year after applicable adjustments | 2021-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-03-31 | 0 |
Amount remaining of carryover balance | 2021-03-31 | 0 |
Amount remaining of prefunding balance | 2021-03-31 | 0 |
Present value of excess contributions | 2021-03-31 | 2,855,366 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-03-31 | 3,008,128 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-03-31 | 0 |
Balance of carryovers at beginning of current year | 2021-03-31 | 0 |
Balance of prefunding at beginning of current year | 2021-03-31 | 0 |
Total employer contributions | 2021-03-31 | 4,000,000 |
Total employee contributions | 2021-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-03-31 | 3,812,858 |
Unpaid minimum required contributions for all prior years | 2021-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-03-31 | 2,753,932 |
Net shortfall amortization installment of oustanding balance | 2021-03-31 | 0 |
Waiver amortization installment | 2021-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-03-31 | 0 |
Additional cash requirement | 2021-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-03-31 | 3,812,858 |
Unpaid minimum required contributions for current year | 2021-03-31 | 0 |
Unpaid minimum required contributions for all years | 2021-03-31 | 0 |
2020: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-04-01 | 671 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 378 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 212 |
Total of all active and inactive participants | 2020-04-01 | 646 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 9 |
Total participants | 2020-04-01 | 655 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 0 |
Market value of plan assets | 2020-03-31 | 70,522,973 |
Acturial value of plan assets | 2020-03-31 | 71,113,253 |
Funding target for retired participants and beneficiaries receiving payment | 2020-03-31 | 7,519,086 |
Number of terminated vested participants | 2020-03-31 | 210 |
Fundng target for terminated vested participants | 2020-03-31 | 8,032,252 |
Active participant vested funding target | 2020-03-31 | 40,461,162 |
Number of active participants | 2020-03-31 | 417 |
Total funding liabilities for active participants | 2020-03-31 | 40,614,821 |
Total participant count | 2020-03-31 | 684 |
Total funding target for all participants | 2020-03-31 | 56,166,159 |
Balance at beginning of prior year after applicable adjustments | 2020-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-03-31 | 0 |
Amount remaining of carryover balance | 2020-03-31 | 0 |
Amount remaining of prefunding balance | 2020-03-31 | 0 |
Present value of excess contributions | 2020-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-03-31 | 0 |
Balance of carryovers at beginning of current year | 2020-03-31 | 0 |
Balance of prefunding at beginning of current year | 2020-03-31 | 0 |
Total employer contributions | 2020-03-31 | 3,000,000 |
Total employee contributions | 2020-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-03-31 | 2,855,366 |
Unpaid minimum required contributions for all prior years | 2020-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-03-31 | 2,818,673 |
Net shortfall amortization installment of oustanding balance | 2020-03-31 | 0 |
Waiver amortization installment | 2020-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-03-31 | 0 |
Additional cash requirement | 2020-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-03-31 | 2,855,366 |
Unpaid minimum required contributions for current year | 2020-03-31 | 0 |
Unpaid minimum required contributions for all years | 2020-03-31 | 0 |
2019: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-04-01 | 684 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 400 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 54 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 208 |
Total of all active and inactive participants | 2019-04-01 | 662 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 9 |
Total participants | 2019-04-01 | 671 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 0 |
Market value of plan assets | 2019-03-31 | 70,640,737 |
Acturial value of plan assets | 2019-03-31 | 69,674,685 |
Funding target for retired participants and beneficiaries receiving payment | 2019-03-31 | 7,295,894 |
Number of terminated vested participants | 2019-03-31 | 207 |
Fundng target for terminated vested participants | 2019-03-31 | 7,807,759 |
Active participant vested funding target | 2019-03-31 | 36,451,422 |
Number of active participants | 2019-03-31 | 439 |
Total funding liabilities for active participants | 2019-03-31 | 36,577,655 |
Total participant count | 2019-03-31 | 700 |
Total funding target for all participants | 2019-03-31 | 51,681,308 |
Balance at beginning of prior year after applicable adjustments | 2019-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-03-31 | 0 |
Amount remaining of carryover balance | 2019-03-31 | 0 |
Amount remaining of prefunding balance | 2019-03-31 | 0 |
Present value of excess contributions | 2019-03-31 | 5,579,409 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-03-31 | 5,900,225 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-03-31 | 0 |
Balance of carryovers at beginning of current year | 2019-03-31 | 0 |
Balance of prefunding at beginning of current year | 2019-03-31 | 0 |
Total employer contributions | 2019-03-31 | 0 |
Total employee contributions | 2019-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-03-31 | 2,573,060 |
Net shortfall amortization installment of oustanding balance | 2019-03-31 | 0 |
Waiver amortization installment | 2019-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Additional cash requirement | 2019-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-03-31 | 0 |
Unpaid minimum required contributions for current year | 2019-03-31 | 0 |
Unpaid minimum required contributions for all years | 2019-03-31 | 0 |
2018: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-04-01 | 700 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 417 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 51 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 210 |
Total of all active and inactive participants | 2018-04-01 | 678 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 6 |
Total participants | 2018-04-01 | 684 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 2 |
Market value of plan assets | 2018-03-31 | 63,870,083 |
Acturial value of plan assets | 2018-03-31 | 65,561,578 |
Funding target for retired participants and beneficiaries receiving payment | 2018-03-31 | 5,850,824 |
Number of terminated vested participants | 2018-03-31 | 212 |
Fundng target for terminated vested participants | 2018-03-31 | 8,861,598 |
Active participant vested funding target | 2018-03-31 | 32,963,233 |
Number of active participants | 2018-03-31 | 419 |
Total funding liabilities for active participants | 2018-03-31 | 33,110,099 |
Total participant count | 2018-03-31 | 679 |
Total funding target for all participants | 2018-03-31 | 47,822,521 |
Balance at beginning of prior year after applicable adjustments | 2018-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-03-31 | 0 |
Amount remaining of carryover balance | 2018-03-31 | 0 |
Amount remaining of prefunding balance | 2018-03-31 | 0 |
Present value of excess contributions | 2018-03-31 | 2,840,056 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-03-31 | 3,009,039 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-03-31 | 0 |
Balance of carryovers at beginning of current year | 2018-03-31 | 0 |
Balance of prefunding at beginning of current year | 2018-03-31 | 0 |
Total employer contributions | 2018-03-31 | 6,000,000 |
Total employee contributions | 2018-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-03-31 | 5,579,409 |
Unpaid minimum required contributions for all prior years | 2018-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-03-31 | 2,260,565 |
Net shortfall amortization installment of oustanding balance | 2018-03-31 | 0 |
Waiver amortization installment | 2018-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-03-31 | 0 |
Additional cash requirement | 2018-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-03-31 | 5,579,409 |
Unpaid minimum required contributions for current year | 2018-03-31 | 0 |
Unpaid minimum required contributions for all years | 2018-03-31 | 0 |
2017: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-04-01 | 678 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 437 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 48 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 207 |
Total of all active and inactive participants | 2017-04-01 | 692 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 6 |
Total participants | 2017-04-01 | 698 |
Number of participants with account balances | 2017-04-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 2 |
Market value of plan assets | 2017-03-31 | 59,676,971 |
Acturial value of plan assets | 2017-03-31 | 62,879,811 |
Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 5,795,813 |
Number of terminated vested participants | 2017-03-31 | 195 |
Fundng target for terminated vested participants | 2017-03-31 | 6,249,620 |
Active participant vested funding target | 2017-03-31 | 31,955,985 |
Number of active participants | 2017-03-31 | 430 |
Total funding liabilities for active participants | 2017-03-31 | 32,136,905 |
Total participant count | 2017-03-31 | 674 |
Total funding target for all participants | 2017-03-31 | 44,182,338 |
Balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-03-31 | 0 |
Amount remaining of carryover balance | 2017-03-31 | 0 |
Amount remaining of prefunding balance | 2017-03-31 | 0 |
Present value of excess contributions | 2017-03-31 | 4,693,580 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 4,983,643 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-03-31 | 0 |
Balance of carryovers at beginning of current year | 2017-03-31 | 0 |
Balance of prefunding at beginning of current year | 2017-03-31 | 0 |
Total employer contributions | 2017-03-31 | 3,000,000 |
Total employee contributions | 2017-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-03-31 | 2,840,056 |
Unpaid minimum required contributions for all prior years | 2017-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-03-31 | 2,352,447 |
Net shortfall amortization installment of oustanding balance | 2017-03-31 | 0 |
Waiver amortization installment | 2017-03-31 | 0 |
Waived amount of outstanding balance | 2017-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-03-31 | 0 |
Additional cash requirement | 2017-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 2,840,056 |
Unpaid minimum required contributions for current year | 2017-03-31 | 0 |
Unpaid minimum required contributions for all years | 2017-03-31 | 0 |
2016: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-04-01 | 673 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 415 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 43 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 211 |
Total of all active and inactive participants | 2016-04-01 | 669 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 5 |
Total participants | 2016-04-01 | 674 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 9 |
2015: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-04-01 | 658 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 427 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 44 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 194 |
Total of all active and inactive participants | 2015-04-01 | 665 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 5 |
Total participants | 2015-04-01 | 670 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 0 |
2014: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-04-01 | 615 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 421 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 39 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 189 |
Total of all active and inactive participants | 2014-04-01 | 649 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 5 |
Total participants | 2014-04-01 | 654 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 2 |
2013: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-04-01 | 581 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 383 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 195 |
Total of all active and inactive participants | 2013-04-01 | 611 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 4 |
Total participants | 2013-04-01 | 615 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 4 |
2012: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-04-01 | 366 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 349 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 199 |
Total of all active and inactive participants | 2012-04-01 | 577 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 4 |
Total participants | 2012-04-01 | 581 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 3 |
2011: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-04-01 | 557 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 337 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 25 |
Total of all active and inactive participants | 2011-04-01 | 362 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 4 |
Total participants | 2011-04-01 | 366 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 5 |
2010: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-04-01 | 564 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 338 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 25 |
Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 190 |
Total of all active and inactive participants | 2010-04-01 | 553 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 4 |
Total participants | 2010-04-01 | 557 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 2 |
2009: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-04-01 | 582 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 371 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 24 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 166 |
Total of all active and inactive participants | 2009-04-01 | 561 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 3 |
Total participants | 2009-04-01 | 564 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 7 |
Measure | Date | Value |
---|---|---|
2023 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2023 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-03-31 | $-3,104,963 |
Total unrealized appreciation/depreciation of assets | 2023-03-31 | $-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 assets | 2023-03-31 | $-1,827,285 |
Total of all expenses incurred | 2023-03-31 | $9,176,301 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $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 year | 2023-03-31 | $69,655,406 |
Value of total assets at beginning of year | 2023-03-31 | $83,218,895 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $294,879 |
Total interest from all sources | 2023-03-31 | $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 year | 2023-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $109,812 |
Administrative expenses professional fees incurred | 2023-03-31 | $3,100 |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2023-03-31 | $391,358 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-03-31 | $435,472 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-03-31 | $608,766 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-03-31 | $495,507 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-03-31 | $88,531 |
Total non interest bearing cash at end of year | 2023-03-31 | $65,672 |
Total non interest bearing cash at beginning of year | 2023-03-31 | $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 appraiser | 2023-03-31 | No |
Value of net income/loss | 2023-03-31 | $-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) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Investment advisory and management fees | 2023-03-31 | $213,182 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $9,166,996 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $19,764,633 |
Interest earned on other investments | 2023-03-31 | $21,935 |
Income. Interest from US Government securities | 2023-03-31 | $152,478 |
Income. Interest from corporate debt instruments | 2023-03-31 | $1,913,943 |
Value of interest in common/collective trusts at end of year | 2023-03-31 | $1,410,429 |
Value of interest in common/collective trusts at beginning of year | 2023-03-31 | $3,475,861 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $685,483 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $1,673,169 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $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 year | 2023-03-31 | $3,328,202 |
Asset value of US Government securities at beginning of year | 2023-03-31 | $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 trusts | 2023-03-31 | $-82,698 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $8,881,422 |
Asset. Corporate debt instrument preferred debt at end of year | 2023-03-31 | $27,525,265 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2023-03-31 | $22,418,354 |
Asset. Corporate debt instrument debt (other) at end of year | 2023-03-31 | $26,473,235 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2023-03-31 | $24,851,585 |
Contract administrator fees | 2023-03-31 | $78,597 |
Did the plan have assets held for investment | 2023-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Aggregate proceeds on sale of assets | 2023-03-31 | $28,522,418 |
Aggregate carrying amount (costs) on sale of assets | 2023-03-31 | $30,349,703 |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | CHERRY BEKAERT, LLP |
Accountancy firm EIN | 2023-03-31 | 560574444 |
2022 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-03-31 | $-4,148,365 |
Total unrealized appreciation/depreciation of assets | 2022-03-31 | $-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 assets | 2022-03-31 | $84,798 |
Total of all expenses incurred | 2022-03-31 | $4,011,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $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 year | 2022-03-31 | $83,218,895 |
Value of total assets at beginning of year | 2022-03-31 | $84,126,181 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $308,229 |
Total interest from all sources | 2022-03-31 | $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 year | 2022-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $198,159 |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-03-31 | $435,472 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-03-31 | $960,301 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-03-31 | $495,507 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-03-31 | $447,823 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-03-31 | $88,531 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-03-31 | $0 |
Other income not declared elsewhere | 2022-03-31 | $27,600 |
Total non interest bearing cash at end of year | 2022-03-31 | $64,675 |
Total non interest bearing cash at beginning of year | 2022-03-31 | $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 appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $-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) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Investment advisory and management fees | 2022-03-31 | $214,624 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $19,764,633 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $23,712,512 |
Interest earned on other investments | 2022-03-31 | $32,221 |
Income. Interest from US Government securities | 2022-03-31 | $213,217 |
Income. Interest from corporate debt instruments | 2022-03-31 | $1,551,674 |
Value of interest in common/collective trusts at end of year | 2022-03-31 | $3,475,861 |
Value of interest in common/collective trusts at beginning of year | 2022-03-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $1,673,169 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $1,716,150 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $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 year | 2022-03-31 | $10,039,639 |
Asset value of US Government securities at beginning of year | 2022-03-31 | $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 trusts | 2022-03-31 | $138,974 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Contributions received in cash from employer | 2022-03-31 | $4,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $3,703,634 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-03-31 | $22,418,354 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-03-31 | $16,149,395 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-03-31 | $24,851,585 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-03-31 | $24,342,099 |
Contract administrator fees | 2022-03-31 | $93,605 |
Did the plan have assets held for investment | 2022-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Aggregate proceeds on sale of assets | 2022-03-31 | $28,594,896 |
Aggregate carrying amount (costs) on sale of assets | 2022-03-31 | $28,510,098 |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | PKF MUELLER |
Accountancy firm EIN | 2022-03-31 | 362658780 |
2021 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-03-31 | $-71,579 |
Total unrealized appreciation/depreciation of assets | 2021-03-31 | $-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 assets | 2021-03-31 | $821,362 |
Total of all expenses incurred | 2021-03-31 | $5,321,412 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $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 year | 2021-03-31 | $84,126,181 |
Value of total assets at beginning of year | 2021-03-31 | $77,819,430 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $254,468 |
Total interest from all sources | 2021-03-31 | $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 year | 2021-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $196,166 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-03-31 | $960,301 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-03-31 | $636,672 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-03-31 | $447,823 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-03-31 | $2,650,425 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-03-31 | $3,095,037 |
Other income not declared elsewhere | 2021-03-31 | $164 |
Total non interest bearing cash at end of year | 2021-03-31 | $60,636 |
Total non interest bearing cash at beginning of year | 2021-03-31 | $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 appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $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) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Investment advisory and management fees | 2021-03-31 | $196,247 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $23,712,512 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $17,545,548 |
Interest earned on other investments | 2021-03-31 | $32,798 |
Income. Interest from US Government securities | 2021-03-31 | $353,349 |
Income. Interest from corporate debt instruments | 2021-03-31 | $1,337,367 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $1,716,150 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $1,050,766 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $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 year | 2021-03-31 | $16,737,265 |
Asset value of US Government securities at beginning of year | 2021-03-31 | $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 assets | 2021-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Contributions received in cash from employer | 2021-03-31 | $4,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $5,066,944 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-03-31 | $16,149,395 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-03-31 | $13,973,561 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-03-31 | $24,342,099 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-03-31 | $19,436,998 |
Contract administrator fees | 2021-03-31 | $58,221 |
Did the plan have assets held for investment | 2021-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Aggregate proceeds on sale of assets | 2021-03-31 | $35,386,848 |
Aggregate carrying amount (costs) on sale of assets | 2021-03-31 | $34,565,486 |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
Accountancy firm name | 2021-03-31 | PKF MUELLER |
Accountancy firm EIN | 2021-03-31 | 362658780 |
2020 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-03-31 | $2,728,484 |
Total unrealized appreciation/depreciation of assets | 2020-03-31 | $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 assets | 2020-03-31 | $1,425,504 |
Total of all expenses incurred | 2020-03-31 | $2,316,867 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $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 year | 2020-03-31 | $77,819,430 |
Value of total assets at beginning of year | 2020-03-31 | $71,040,997 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $235,077 |
Total interest from all sources | 2020-03-31 | $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 year | 2020-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $263,404 |
Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
Value of fidelity bond cover | 2020-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-03-31 | $636,672 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-03-31 | $632,582 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-03-31 | $2,650,425 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-03-31 | $742,991 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-03-31 | $3,095,037 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-03-31 | $518,023 |
Other income not declared elsewhere | 2020-03-31 | $4,050 |
Total non interest bearing cash at end of year | 2020-03-31 | $59,574 |
Total non interest bearing cash at beginning of year | 2020-03-31 | $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 appraiser | 2020-03-31 | No |
Value of net income/loss | 2020-03-31 | $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) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Investment advisory and management fees | 2020-03-31 | $207,298 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $17,545,548 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $18,468,702 |
Interest earned on other investments | 2020-03-31 | $31,135 |
Income. Interest from US Government securities | 2020-03-31 | $432,826 |
Income. Interest from corporate debt instruments | 2020-03-31 | $1,203,667 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $1,050,766 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $1,327,467 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $1,327,467 |
Asset value of US Government securities at end of year | 2020-03-31 | $22,465,886 |
Asset value of US Government securities at beginning of year | 2020-03-31 | $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 assets | 2020-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Contributions received in cash from employer | 2020-03-31 | $3,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $2,081,790 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-03-31 | $13,973,561 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-03-31 | $10,660,610 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-03-31 | $19,436,998 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-03-31 | $17,561,326 |
Contract administrator fees | 2020-03-31 | $27,779 |
Did the plan have assets held for investment | 2020-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Aggregate proceeds on sale of assets | 2020-03-31 | $32,305,283 |
Aggregate carrying amount (costs) on sale of assets | 2020-03-31 | $30,879,779 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Disclaimer |
Accountancy firm name | 2020-03-31 | MUELLER & CO., LLP |
Accountancy firm EIN | 2020-03-31 | 036658780 |
2019 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-03-31 | $1,334,694 |
Total unrealized appreciation/depreciation of assets | 2019-03-31 | $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 assets | 2019-03-31 | $-301,773 |
Total of all expenses incurred | 2019-03-31 | $2,626,161 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $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 year | 2019-03-31 | $71,040,997 |
Value of total assets at beginning of year | 2019-03-31 | $67,742,810 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $181,688 |
Total interest from all sources | 2019-03-31 | $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 year | 2019-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $399,675 |
Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
Value of fidelity bond cover | 2019-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-03-31 | $632,582 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-03-31 | $7,836,655 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-03-31 | $742,991 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-03-31 | $518,023 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-03-31 | $0 |
Other income not declared elsewhere | 2019-03-31 | $6,500 |
Total non interest bearing cash at end of year | 2019-03-31 | $54,957 |
Total non interest bearing cash at beginning of year | 2019-03-31 | $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 appraiser | 2019-03-31 | No |
Value of net income/loss | 2019-03-31 | $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) | 2019-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
Investment advisory and management fees | 2019-03-31 | $142,496 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $18,468,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-31 | $30,236,402 |
Interest earned on other investments | 2019-03-31 | $31,135 |
Income. Interest from US Government securities | 2019-03-31 | $232,766 |
Income. Interest from corporate debt instruments | 2019-03-31 | $828,525 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-31 | $1,327,467 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-03-31 | $1,692,768 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-03-31 | $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 year | 2019-03-31 | $21,592,362 |
Asset value of US Government securities at beginning of year | 2019-03-31 | $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 assets | 2019-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
Contributions received in cash from employer | 2019-03-31 | $3,001,048 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $2,444,473 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-03-31 | $10,660,610 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-03-31 | $18,398,497 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-03-31 | $17,561,326 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-03-31 | $0 |
Contract administrator fees | 2019-03-31 | $39,192 |
Did the plan have assets held for investment | 2019-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
Aggregate proceeds on sale of assets | 2019-03-31 | $18,109,070 |
Aggregate carrying amount (costs) on sale of assets | 2019-03-31 | $18,410,843 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Disclaimer |
Accountancy firm name | 2019-03-31 | MUELLER & CO., LLP |
Accountancy firm EIN | 2019-03-31 | 036658780 |
2018 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-03-31 | $231,901 |
Total unrealized appreciation/depreciation of assets | 2018-03-31 | $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 assets | 2018-03-31 | $4,389,977 |
Total of all expenses incurred | 2018-03-31 | $4,753,134 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $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 year | 2018-03-31 | $67,742,810 |
Value of total assets at beginning of year | 2018-03-31 | $64,344,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $282,924 |
Total interest from all sources | 2018-03-31 | $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 year | 2018-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $862,873 |
Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
Value of fidelity bond cover | 2018-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-03-31 | $7,836,655 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-03-31 | $6,734,657 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-03-31 | $788,234 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-03-31 | $474,674 |
Total non interest bearing cash at end of year | 2018-03-31 | $53,239 |
Total non interest bearing cash at beginning of year | 2018-03-31 | $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 appraiser | 2018-03-31 | No |
Value of net income/loss | 2018-03-31 | $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) | 2018-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
Investment advisory and management fees | 2018-03-31 | $265,938 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $30,236,402 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $11,443,853 |
Income. Interest from corporate debt instruments | 2018-03-31 | $583,396 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-03-31 | $1,692,768 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-03-31 | $3,224,254 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-03-31 | $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 year | 2018-03-31 | $9,525,249 |
Asset value of US Government securities at beginning of year | 2018-03-31 | $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 assets | 2018-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
Contributions received in cash from employer | 2018-03-31 | $3,000,000 |
Income. Dividends from common stock | 2018-03-31 | $222,655 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $4,470,210 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-03-31 | $18,398,497 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-03-31 | $17,288,986 |
Contract administrator fees | 2018-03-31 | $16,986 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-03-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-03-31 | $13,866,411 |
Did the plan have assets held for investment | 2018-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
Aggregate proceeds on sale of assets | 2018-03-31 | $26,558,124 |
Aggregate carrying amount (costs) on sale of assets | 2018-03-31 | $22,168,147 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Disclaimer |
Accountancy firm name | 2018-03-31 | MUELLER & CO., LLP |
Accountancy firm EIN | 2018-03-31 | 036658780 |
2017 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-03-31 | $1,230,644 |
Total unrealized appreciation/depreciation of assets | 2017-03-31 | $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 assets | 2017-03-31 | $1,306,205 |
Total of all expenses incurred | 2017-03-31 | $3,047,101 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $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 year | 2017-03-31 | $64,344,757 |
Value of total assets at beginning of year | 2017-03-31 | $60,301,298 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $335,082 |
Total interest from all sources | 2017-03-31 | $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 year | 2017-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $401,565 |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-03-31 | $6,734,657 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-03-31 | $5,910,130 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-03-31 | $788,234 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-03-31 | $835,270 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-03-31 | $474,674 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-03-31 | $607,925 |
Total non interest bearing cash at end of year | 2017-03-31 | $45,459 |
Total non interest bearing cash at beginning of year | 2017-03-31 | $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 appraiser | 2017-03-31 | No |
Value of net income/loss | 2017-03-31 | $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) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Investment advisory and management fees | 2017-03-31 | $335,082 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $11,443,853 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $7,492,380 |
Income. Interest from corporate debt instruments | 2017-03-31 | $986,908 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-03-31 | $3,224,254 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-03-31 | $2,069,107 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-03-31 | $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 year | 2017-03-31 | $10,952,903 |
Asset value of US Government securities at beginning of year | 2017-03-31 | $9,511,610 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $3,000,000 |
Employer contributions (assets) at end of year | 2017-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-03-31 | $5,000,000 |
Income. Dividends from common stock | 2017-03-31 | $298,047 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $2,712,019 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-03-31 | $17,288,986 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-03-31 | $15,338,920 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-03-31 | $13,866,411 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-03-31 | $14,099,201 |
Did the plan have assets held for investment | 2017-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
Aggregate proceeds on sale of assets | 2017-03-31 | $14,007,185 |
Aggregate carrying amount (costs) on sale of assets | 2017-03-31 | $12,700,980 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
Accountancy firm name | 2017-03-31 | MUELLER & CO., LLP |
Accountancy firm EIN | 2017-03-31 | 036658780 |
2016 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-03-31 | $-2,556,838 |
Total unrealized appreciation/depreciation of assets | 2016-03-31 | $-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 assets | 2016-03-31 | $-241,422 |
Total of all expenses incurred | 2016-03-31 | $1,808,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $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 year | 2016-03-31 | $60,301,298 |
Value of total assets at beginning of year | 2016-03-31 | $57,718,183 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $312,762 |
Total interest from all sources | 2016-03-31 | $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 year | 2016-03-31 | No |
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 year | 2016-03-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-03-31 | $23,790 |
Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
Value of fidelity bond cover | 2016-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-03-31 | $5,910,130 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-03-31 | $6,193,781 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $835,270 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $416,868 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-03-31 | $607,925 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-03-31 | $119,477 |
Total non interest bearing cash at end of year | 2016-03-31 | $44,680 |
Total non interest bearing cash at beginning of year | 2016-03-31 | $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 appraiser | 2016-03-31 | No |
Value of net income/loss | 2016-03-31 | $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) | 2016-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
Investment advisory and management fees | 2016-03-31 | $312,762 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $7,492,380 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $7,117,824 |
Income. Interest from corporate debt instruments | 2016-03-31 | $938,878 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-03-31 | $2,069,107 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-03-31 | $2,808,940 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-03-31 | $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 year | 2016-03-31 | $9,511,610 |
Asset value of US Government securities at beginning of year | 2016-03-31 | $6,521,668 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
Contributions received in cash from employer | 2016-03-31 | $5,000,000 |
Employer contributions (assets) at end of year | 2016-03-31 | $5,000,000 |
Employer contributions (assets) at beginning of year | 2016-03-31 | $0 |
Income. Dividends from common stock | 2016-03-31 | $315,230 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $1,496,119 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-03-31 | $15,338,920 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-03-31 | $19,184,249 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-03-31 | $14,099,201 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-03-31 | $15,395,501 |
Did the plan have assets held for investment | 2016-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
Aggregate proceeds on sale of assets | 2016-03-31 | $18,770,439 |
Aggregate carrying amount (costs) on sale of assets | 2016-03-31 | $19,011,861 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Disclaimer |
Accountancy firm name | 2016-03-31 | MUELLER & CO., LLP |
Accountancy firm EIN | 2016-03-31 | 036658780 |
2015 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-03-31 | $-182,594 |
Total unrealized appreciation/depreciation of assets | 2015-03-31 | $-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 assets | 2015-03-31 | $3,352,051 |
Total of all expenses incurred | 2015-03-31 | $1,080,599 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $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 year | 2015-03-31 | $57,718,183 |
Value of total assets at beginning of year | 2015-03-31 | $50,866,701 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $327,010 |
Total interest from all sources | 2015-03-31 | $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 year | 2015-03-31 | No |
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 year | 2015-03-31 | $23,790 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-03-31 | $35,594 |
Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
Value of fidelity bond cover | 2015-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-03-31 | $6,193,781 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-03-31 | $3,600,734 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $416,868 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $353,919 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-03-31 | $119,477 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-03-31 | $45,410 |
Total non interest bearing cash at end of year | 2015-03-31 | $55,562 |
Total non interest bearing cash at beginning of year | 2015-03-31 | $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 appraiser | 2015-03-31 | No |
Value of net income/loss | 2015-03-31 | $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) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Investment advisory and management fees | 2015-03-31 | $327,010 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $7,117,824 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $307,157 |
Interest earned on other investments | 2015-03-31 | $45,850 |
Income. Interest from US Government securities | 2015-03-31 | $125,307 |
Income. Interest from corporate debt instruments | 2015-03-31 | $768,256 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $2,808,940 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $1,873,537 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $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 year | 2015-03-31 | $6,521,668 |
Asset value of US Government securities at beginning of year | 2015-03-31 | $5,098,679 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Contributions received in cash from employer | 2015-03-31 | $3,000,000 |
Employer contributions (assets) at end of year | 2015-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-03-31 | $0 |
Income. Dividends from preferred stock | 2015-03-31 | $2,628 |
Income. Dividends from common stock | 2015-03-31 | $309,438 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $753,589 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-03-31 | $19,184,249 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-03-31 | $18,455,224 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-03-31 | $15,395,501 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-03-31 | $21,066,756 |
Did the plan have assets held for investment | 2015-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Aggregate proceeds on sale of assets | 2015-03-31 | $7,205,817 |
Aggregate carrying amount (costs) on sale of assets | 2015-03-31 | $3,853,766 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
Accountancy firm name | 2015-03-31 | RSM US LLP |
Accountancy firm EIN | 2015-03-31 | 420714325 |
2014 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $2,833,482 |
Total unrealized appreciation/depreciation of assets | 2014-03-31 | $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 assets | 2014-03-31 | $995,767 |
Total of all expenses incurred | 2014-03-31 | $817,212 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $548,044 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $0 |
Value of total assets at end of year | 2014-03-31 | $50,866,701 |
Value of total assets at beginning of year | 2014-03-31 | $46,960,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $269,168 |
Total interest from all sources | 2014-03-31 | $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 year | 2014-03-31 | No |
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 year | 2014-03-31 | $35,594 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-03-31 | $31,048 |
Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
Value of fidelity bond cover | 2014-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-03-31 | $3,600,734 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-03-31 | $2,990,897 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $353,919 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $127,567 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-03-31 | $45,410 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-03-31 | $37,373 |
Total non interest bearing cash at end of year | 2014-03-31 | $75,101 |
Total non interest bearing cash at beginning of year | 2014-03-31 | $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 appraiser | 2014-03-31 | No |
Value of net income/loss | 2014-03-31 | $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) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Investment advisory and management fees | 2014-03-31 | $269,168 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $307,157 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $300,486 |
Interest earned on other investments | 2014-03-31 | $12,880 |
Income. Interest from US Government securities | 2014-03-31 | $137,301 |
Income. Interest from corporate debt instruments | 2014-03-31 | $309,032 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $1,873,537 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $11,270,051 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $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 year | 2014-03-31 | $5,098,679 |
Asset value of US Government securities at beginning of year | 2014-03-31 | $9,930,206 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Employer contributions (assets) at end of year | 2014-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-03-31 | $0 |
Income. Dividends from common stock | 2014-03-31 | $350,478 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $548,044 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-03-31 | $18,455,224 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-03-31 | $4,161,715 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-03-31 | $21,066,756 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-03-31 | $18,111,431 |
Did the plan have assets held for investment | 2014-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
Aggregate proceeds on sale of assets | 2014-03-31 | $6,545,927 |
Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $5,550,160 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
Accountancy firm name | 2014-03-31 | MCGLADREY LLP |
Accountancy firm EIN | 2014-03-31 | 420714325 |
2013 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-03-31 | $1,582,139 |
Total unrealized appreciation/depreciation of assets | 2013-03-31 | $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 assets | 2013-03-31 | $305,688 |
Total of all expenses incurred | 2013-03-31 | $3,141,640 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $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 year | 2013-03-31 | $46,960,009 |
Value of total assets at beginning of year | 2013-03-31 | $37,264,082 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $241,669 |
Total interest from all sources | 2013-03-31 | $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 year | 2013-03-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-03-31 | $31,048 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-03-31 | $22,736 |
Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
Value of fidelity bond cover | 2013-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-03-31 | $2,990,897 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-03-31 | $127,567 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-03-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-03-31 | $37,373 |
Total non interest bearing cash at end of year | 2013-03-31 | $36,608 |
Total non interest bearing cash at beginning of year | 2013-03-31 | $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 appraiser | 2013-03-31 | No |
Value of net income/loss | 2013-03-31 | $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) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Investment advisory and management fees | 2013-03-31 | $241,669 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $300,486 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $251,887 |
Income. Interest from US Government securities | 2013-03-31 | $287,912 |
Income. Interest from corporate debt instruments | 2013-03-31 | $202,870 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $11,270,051 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-03-31 | $1,517,869 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-03-31 | $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 year | 2013-03-31 | $9,930,206 |
Asset value of US Government securities at beginning of year | 2013-03-31 | $9,400,439 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
Contributions received in cash from employer | 2013-03-31 | $10,000,000 |
Employer contributions (assets) at end of year | 2013-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-03-31 | $1,500,000 |
Income. Dividends from common stock | 2013-03-31 | $421,145 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $2,899,971 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-03-31 | $4,161,715 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-03-31 | $3,855,320 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-03-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-03-31 | $1,287,319 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-03-31 | $18,111,431 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-03-31 | $19,417,255 |
Did the plan have assets held for investment | 2013-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
Aggregate proceeds on sale of assets | 2013-03-31 | $50,630,498 |
Aggregate carrying amount (costs) on sale of assets | 2013-03-31 | $50,324,810 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Unqualified |
Accountancy firm name | 2013-03-31 | MCGLADREY LLP |
Accountancy firm EIN | 2013-03-31 | 420714325 |
2012 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-03-31 | $998,143 |
Total unrealized appreciation/depreciation of assets | 2012-03-31 | $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 assets | 2012-03-31 | $-195,224 |
Total of all expenses incurred | 2012-03-31 | $990,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $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 year | 2012-03-31 | $37,264,082 |
Value of total assets at beginning of year | 2012-03-31 | $35,464,070 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $237,232 |
Total interest from all sources | 2012-03-31 | $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 year | 2012-03-31 | No |
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 year | 2012-03-31 | $22,736 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-03-31 | $34,193 |
Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
Value of fidelity bond cover | 2012-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-03-31 | $0 |
Liabilities. Value of operating payables at end of year | 2012-03-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-03-31 | $369,044 |
Total non interest bearing cash at end of year | 2012-03-31 | $11,257 |
Total non interest bearing cash at beginning of year | 2012-03-31 | $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 appraiser | 2012-03-31 | No |
Value of net income/loss | 2012-03-31 | $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) | 2012-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
Investment advisory and management fees | 2012-03-31 | $237,232 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $251,887 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $255,088 |
Interest earned on other investments | 2012-03-31 | $917 |
Income. Interest from US Government securities | 2012-03-31 | $322,116 |
Income. Interest from corporate debt instruments | 2012-03-31 | $219,074 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-03-31 | $1,517,869 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $1,558,735 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $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 year | 2012-03-31 | $9,400,439 |
Asset value of US Government securities at beginning of year | 2012-03-31 | $9,073,320 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
Contributions received in cash from employer | 2012-03-31 | $1,500,000 |
Employer contributions (assets) at end of year | 2012-03-31 | $1,500,000 |
Employer contributions (assets) at beginning of year | 2012-03-31 | $1,500,000 |
Income. Dividends from common stock | 2012-03-31 | $308,718 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $753,215 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-03-31 | $3,855,320 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-03-31 | $3,532,242 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-03-31 | $1,287,319 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-03-31 | $859,686 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-03-31 | $19,417,255 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-03-31 | $18,646,600 |
Did the plan have assets held for investment | 2012-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
Aggregate proceeds on sale of assets | 2012-03-31 | $34,727,573 |
Aggregate carrying amount (costs) on sale of assets | 2012-03-31 | $34,922,797 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Disclaimer |
Accountancy firm name | 2012-03-31 | CORBETT, DUNCAN & HUBLY, PC |
Accountancy firm EIN | 2012-03-31 | 364105119 |
2011 : HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $2,710,887 |
Total unrealized appreciation/depreciation of assets | 2011-03-31 | $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 assets | 2011-03-31 | $654,610 |
Total of all expenses incurred | 2011-03-31 | $2,276,789 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $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 year | 2011-03-31 | $35,464,070 |
Value of total assets at beginning of year | 2011-03-31 | $31,604,722 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $206,584 |
Total interest from all sources | 2011-03-31 | $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 year | 2011-03-31 | No |
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 year | 2011-03-31 | $34,193 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-03-31 | $32,001 |
Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
Value of fidelity bond cover | 2011-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $142,769 |
Liabilities. Value of operating payables at end of year | 2011-03-31 | $369,044 |
Total non interest bearing cash at end of year | 2011-03-31 | $4,206 |
Total non interest bearing cash at beginning of year | 2011-03-31 | $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 appraiser | 2011-03-31 | No |
Value of net income/loss | 2011-03-31 | $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) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Investment advisory and management fees | 2011-03-31 | $206,584 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $255,088 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $220,317 |
Income. Interest from US Government securities | 2011-03-31 | $368,944 |
Income. Interest from corporate debt instruments | 2011-03-31 | $220,845 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $1,558,735 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $1,350,339 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $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 year | 2011-03-31 | $9,073,320 |
Asset value of US Government securities at beginning of year | 2011-03-31 | $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 assets | 2011-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Contributions received in cash from employer | 2011-03-31 | $1,506,159 |
Employer contributions (assets) at end of year | 2011-03-31 | $1,500,000 |
Employer contributions (assets) at beginning of year | 2011-03-31 | $1,500,000 |
Income. Dividends from common stock | 2011-03-31 | $268,293 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $2,070,205 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-03-31 | $3,532,242 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-03-31 | $2,191,932 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-03-31 | $859,686 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-03-31 | $806,781 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-03-31 | $18,646,600 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-03-31 | $16,702,464 |
Did the plan have assets held for investment | 2011-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
Aggregate proceeds on sale of assets | 2011-03-31 | $43,966,595 |
Aggregate carrying amount (costs) on sale of assets | 2011-03-31 | $43,311,985 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Unqualified |
Accountancy firm name | 2011-03-31 | CORBETT, DUNCAN & HUBLEY, P.C. |
Accountancy firm EIN | 2011-03-31 | 364105119 |
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 securities | 2010-03-31 | $0 |
2022: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Submission has been amended | No |
2022-04-01 | This submission is the final filing | No |
2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-04-01 | Plan is a collectively bargained plan | No |
2022-04-01 | Plan funding arrangement – Trust | Yes |
2022-04-01 | Plan benefit arrangement - Trust | Yes |
2021: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2021 form 5500 responses | ||
2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Submission has been amended | No |
2021-04-01 | This submission is the final filing | No |
2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-04-01 | Plan is a collectively bargained plan | No |
2021-04-01 | Plan funding arrangement – Trust | Yes |
2021-04-01 | Plan benefit arrangement - Trust | Yes |
2020: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2020 form 5500 responses | ||
2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | Submission has been amended | No |
2020-04-01 | This submission is the final filing | No |
2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-04-01 | Plan is a collectively bargained plan | No |
2020-04-01 | Plan funding arrangement – Trust | Yes |
2020-04-01 | Plan benefit arrangement - Trust | Yes |
2019: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2019 form 5500 responses | ||
2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | Submission has been amended | No |
2019-04-01 | This submission is the final filing | No |
2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-04-01 | Plan is a collectively bargained plan | No |
2019-04-01 | Plan funding arrangement – Trust | Yes |
2019-04-01 | Plan benefit arrangement - Trust | Yes |
2018: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2018 form 5500 responses | ||
2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | Submission has been amended | No |
2018-04-01 | This submission is the final filing | No |
2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-04-01 | Plan is a collectively bargained plan | No |
2018-04-01 | Plan funding arrangement – Trust | Yes |
2018-04-01 | Plan benefit arrangement - Trust | Yes |
2017: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2017 form 5500 responses | ||
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Submission has been amended | No |
2017-04-01 | This submission is the final filing | No |
2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-04-01 | Plan is a collectively bargained plan | No |
2017-04-01 | Plan funding arrangement – Trust | Yes |
2017-04-01 | Plan benefit arrangement - Trust | Yes |
2016: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2016 form 5500 responses | ||
2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Submission has been amended | No |
2016-04-01 | This submission is the final filing | No |
2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-04-01 | Plan is a collectively bargained plan | No |
2016-04-01 | Plan funding arrangement – Trust | Yes |
2016-04-01 | Plan benefit arrangement - Trust | Yes |
2015: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2015 form 5500 responses | ||
2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Submission has been amended | No |
2015-04-01 | This submission is the final filing | No |
2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-04-01 | Plan is a collectively bargained plan | No |
2015-04-01 | Plan funding arrangement – Trust | Yes |
2015-04-01 | Plan benefit arrangement - Trust | Yes |
2014: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2014 form 5500 responses | ||
2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Submission has been amended | No |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | No |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement - Trust | Yes |
2013: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2013 form 5500 responses | ||
2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | No |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement - Trust | Yes |
2012: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2012 form 5500 responses | ||
2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Submission has been amended | No |
2012-04-01 | This submission is the final filing | No |
2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-04-01 | Plan is a collectively bargained plan | No |
2012-04-01 | Plan funding arrangement – Trust | Yes |
2012-04-01 | Plan benefit arrangement - Trust | Yes |
2011: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2011 form 5500 responses | ||
2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Submission has been amended | Yes |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | No |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement - Trust | Yes |
2010: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2010 form 5500 responses | ||
2010-04-01 | Type of plan entity | Single employer plan |
2010-04-01 | Submission has been amended | No |
2010-04-01 | This submission is the final filing | No |
2010-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-04-01 | Plan is a collectively bargained plan | No |
2010-04-01 | Plan funding arrangement – Trust | Yes |
2010-04-01 | Plan benefit arrangement - Trust | Yes |
2009: HITACHI HIGH TECHNOLOGIES AMERICA, INC. RETIREMENT PLAN 2009 form 5500 responses | ||
2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Submission has been amended | No |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | No |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement - Trust | Yes |