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HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 401k Plan overview

Plan NameHITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN
Plan identification number 002

HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN Benefits

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

401k Sponsoring company profile

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

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

Additional information about HITACHI HIGH-TECH AMERICA, INC.

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

PLEASANTON
United States of America (USA)
94588

More information about HITACHI HIGH-TECH AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KAREN FOLLIARD
0022016-01-01KAREN FOLLIARD
0022015-01-01KAREN FOLLIARD
0022015-01-01KAREN FOLLIARD
0022014-01-01KAREN FOLLIARD
0022013-01-01KAREN FOLLIARD
0022012-01-01KAREN FOLLIARD
0022011-01-01KAREN FOLLIARD KAREN FOLLIARD2012-10-12
0022010-01-01KAREN FOLLIARD
0022009-01-01KAREN FOLLIARD

Plan Statistics for HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN

401k plan membership statisitcs for HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN

Measure Date Value
2022: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01752
Total number of active participants reported on line 7a of the Form 55002022-01-01742
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01170
Total of all active and inactive participants2022-01-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01915
Number of participants with account balances2022-01-01854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01732
Total number of active participants reported on line 7a of the Form 55002021-01-01610
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01140
Total of all active and inactive participants2021-01-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01752
Number of participants with account balances2021-01-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01699
Total number of active participants reported on line 7a of the Form 55002020-01-01616
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01113
Total of all active and inactive participants2020-01-01729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01732
Number of participants with account balances2020-01-01699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01642
Total number of active participants reported on line 7a of the Form 55002019-01-01576
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01102
Total of all active and inactive participants2019-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01682
Number of participants with account balances2019-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01601
Total number of active participants reported on line 7a of the Form 55002018-01-01518
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01104
Total of all active and inactive participants2018-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01625
Number of participants with account balances2018-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01588
Total number of active participants reported on line 7a of the Form 55002017-01-01479
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01103
Total of all active and inactive participants2017-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01585
Number of participants with account balances2017-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01566
Total number of active participants reported on line 7a of the Form 55002016-01-01466
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01573
Number of participants with account balances2016-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01552
Total number of active participants reported on line 7a of the Form 55002015-01-01453
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0199
Total of all active and inactive participants2015-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01555
Number of participants with account balances2015-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01515
Total number of active participants reported on line 7a of the Form 55002014-01-01444
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01105
Total of all active and inactive participants2014-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01552
Number of participants with account balances2014-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01517
Total number of active participants reported on line 7a of the Form 55002013-01-01402
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01105
Total of all active and inactive participants2013-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01509
Number of participants with account balances2013-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01521
Total number of active participants reported on line 7a of the Form 55002012-01-01398
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01113
Total of all active and inactive participants2012-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01513
Number of participants with account balances2012-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01501
Total number of active participants reported on line 7a of the Form 55002011-01-01373
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01142
Total of all active and inactive participants2011-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01517
Number of participants with account balances2011-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01507
Total number of active participants reported on line 7a of the Form 55002010-01-01339
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01145
Total of all active and inactive participants2010-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01485
Number of participants with account balances2010-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01534
Total number of active participants reported on line 7a of the Form 55002009-01-01370
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01135
Total of all active and inactive participants2009-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01507
Number of participants with account balances2009-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN

Measure Date Value
2022 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-22,838,956
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,161,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,010,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,377,874
Value of total assets at end of year2022-12-31$131,168,455
Value of total assets at beginning of year2022-12-31$166,168,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$151,069
Total interest from all sources2022-12-31$75,770
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,447,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,447,458
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,449,107
Participant contributions at end of year2022-12-31$1,541,287
Participant contributions at beginning of year2022-12-31$1,617,436
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,333,295
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,935,203
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$997,076
Other income not declared elsewhere2022-12-31$-1,318,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-35,000,081
Value of net assets at end of year (total assets less liabilities)2022-12-31$131,168,455
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$166,168,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$83,439,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$96,457,822
Interest on participant loans2022-12-31$75,770
Value of interest in common/collective trusts at end of year2022-12-31$30,408,403
Value of interest in common/collective trusts at beginning of year2022-12-31$51,593,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,446,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,564,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,955,569
Net investment gain or loss from common/collective trusts2022-12-31$-14,465,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,931,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,010,056
Contract administrator fees2022-12-31$96,069
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF MUELLER
Accountancy firm EIN2022-12-31362658780
2021 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$30,674,598
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,093,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,882,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,549,370
Value of total assets at end of year2021-12-31$166,168,536
Value of total assets at beginning of year2021-12-31$143,587,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$210,890
Total interest from all sources2021-12-31$94,037
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,517,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,517,715
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,012,750
Participant contributions at end of year2021-12-31$1,617,436
Participant contributions at beginning of year2021-12-31$1,866,513
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,935,203
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,796,353
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$196,748
Other income not declared elsewhere2021-12-31$1,376,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$22,580,759
Value of net assets at end of year (total assets less liabilities)2021-12-31$166,168,536
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$143,587,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$199,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$96,457,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$127,706,160
Interest on participant loans2021-12-31$94,037
Value of interest in common/collective trusts at end of year2021-12-31$51,593,395
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,564,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,218,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,474,112
Net investment gain or loss from common/collective trusts2021-12-31$-336,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,339,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,882,949
Contract administrator fees2021-12-31$11,198
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF MUELLER
Accountancy firm EIN2021-12-31362658780
2020 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$28,948,042
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,024,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,824,992
Expenses. Certain deemed distributions of participant loans2020-12-31$8
Value of total corrective distributions2020-12-31$5,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,806,401
Value of total assets at end of year2020-12-31$143,587,777
Value of total assets at beginning of year2020-12-31$122,664,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$194,020
Total interest from all sources2020-12-31$106,089
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,392,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,392,878
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,444,092
Participant contributions at end of year2020-12-31$1,866,513
Participant contributions at beginning of year2020-12-31$1,993,392
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,796,353
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,205,830
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$364,754
Other income not declared elsewhere2020-12-31$1,819,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,923,095
Value of net assets at end of year (total assets less liabilities)2020-12-31$143,587,777
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$122,664,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$127,706,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$109,923,133
Interest on participant loans2020-12-31$106,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,218,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,542,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$17,823,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,997,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,824,992
Contract administrator fees2020-12-31$139,020
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PKF MUELLER
Accountancy firm EIN2020-12-31362658780
2019 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$29,171,961
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,194,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,011,440
Expenses. Certain deemed distributions of participant loans2019-12-31$2,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,702,560
Value of total assets at end of year2019-12-31$122,664,682
Value of total assets at beginning of year2019-12-31$96,687,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$180,982
Total interest from all sources2019-12-31$113,853
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,519,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,519,445
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,914,787
Participant contributions at end of year2019-12-31$1,993,392
Participant contributions at beginning of year2019-12-31$1,958,673
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,205,830
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,743,047
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$180,719
Other income not declared elsewhere2019-12-31$657,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$25,977,530
Value of net assets at end of year (total assets less liabilities)2019-12-31$122,664,682
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$96,687,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$109,923,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$84,877,167
Interest on participant loans2019-12-31$113,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,542,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,108,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,178,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,607,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,011,440
Contract administrator fees2019-12-31$125,982
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MUELLER & CO., LLP
Accountancy firm EIN2019-12-31362658780
2018 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,224,419
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,465,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,388,164
Expenses. Certain deemed distributions of participant loans2018-12-31$1,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,252,237
Value of total assets at end of year2018-12-31$96,687,152
Value of total assets at beginning of year2018-12-31$98,928,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$76,206
Total interest from all sources2018-12-31$95,599
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$945,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$945,883
Administrative expenses professional fees incurred2018-12-31$9,250
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,412,886
Participant contributions at end of year2018-12-31$1,958,673
Participant contributions at beginning of year2018-12-31$1,814,183
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,743,047
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,347,526
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$465,655
Other income not declared elsewhere2018-12-31$755,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,241,111
Value of net assets at end of year (total assets less liabilities)2018-12-31$96,687,152
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$98,928,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$84,877,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$86,807,102
Interest on participant loans2018-12-31$95,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,108,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,959,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,824,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,373,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,388,164
Contract administrator fees2018-12-31$11,956
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MUELLER & CO., LLP
Accountancy firm EIN2018-12-31362658780
2017 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$425
Total income from all sources (including contributions)2017-12-31$20,579,768
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,196,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,115,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,007,632
Value of total assets at end of year2017-12-31$98,928,263
Value of total assets at beginning of year2017-12-31$84,545,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$81,252
Total interest from all sources2017-12-31$85,810
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$888,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$888,342
Administrative expenses professional fees incurred2017-12-31$17,750
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,072,031
Participant contributions at end of year2017-12-31$1,814,183
Participant contributions at beginning of year2017-12-31$1,653,100
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,347,526
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,059,580
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$678,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,382,845
Value of net assets at end of year (total assets less liabilities)2017-12-31$98,928,263
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$84,545,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$42,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$86,807,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$73,121,263
Interest on participant loans2017-12-31$85,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,959,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,711,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,597,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,257,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,115,671
Contract administrator fees2017-12-31$20,557
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MUELLER & CO., LLP
Accountancy firm EIN2017-12-31362658780
2016 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$124,277
Total income from all sources (including contributions)2016-12-31$10,942,904
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,722,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,585,815
Value of total corrective distributions2016-12-31$2,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,861,498
Value of total assets at end of year2016-12-31$84,545,843
Value of total assets at beginning of year2016-12-31$78,448,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$133,929
Total interest from all sources2016-12-31$75,051
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$813,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$813,548
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,879,388
Participant contributions at end of year2016-12-31$1,653,100
Participant contributions at beginning of year2016-12-31$1,676,828
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,059,580
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,902,413
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$751,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$124,277
Other income not declared elsewhere2016-12-31$426,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,220,730
Value of net assets at end of year (total assets less liabilities)2016-12-31$84,545,418
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$78,324,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$124,002
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$73,121,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$67,210,967
Interest on participant loans2016-12-31$75,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,711,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,658,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,766,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,230,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,585,815
Contract administrator fees2016-12-31$9,927
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MUELLER & CO., LLP
Accountancy firm EIN2016-12-31362658780
2015 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$307,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$307,069
Total income from all sources (including contributions)2015-12-31$5,767,708
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,714,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,514,705
Expenses. Certain deemed distributions of participant loans2015-12-31$48,108
Value of total corrective distributions2015-12-31$4,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,075,927
Value of total assets at end of year2015-12-31$78,472,931
Value of total assets at beginning of year2015-12-31$76,419,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$146,676
Total interest from all sources2015-12-31$77,317
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$729,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$729,370
Administrative expenses professional fees incurred2015-12-31$11,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,668,058
Participant contributions at end of year2015-12-31$1,676,828
Participant contributions at beginning of year2015-12-31$1,853,634
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,880,372
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,779,857
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$236,330
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$46,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$46,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$307,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$307,069
Other income not declared elsewhere2015-12-31$230,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,053,572
Value of net assets at end of year (total assets less liabilities)2015-12-31$78,165,862
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,112,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$120,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$67,210,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$66,087,670
Interest on participant loans2015-12-31$77,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,658,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,652,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-345,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,171,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,514,705
Contract administrator fees2015-12-31$14,464
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MUELLER & CO., LLP
Accountancy firm EIN2015-12-31362658780
2014 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$76,511
Total unrealized appreciation/depreciation of assets2014-12-31$76,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$307,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$58,493
Total income from all sources (including contributions)2014-12-31$9,428,893
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,243,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,121,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,696,445
Value of total assets at end of year2014-12-31$76,419,359
Value of total assets at beginning of year2014-12-31$70,985,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$122,181
Total interest from all sources2014-12-31$184,830
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,196,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,165,782
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,473,660
Participant contributions at end of year2014-12-31$1,853,634
Participant contributions at beginning of year2014-12-31$1,612,051
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,779,857
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,504,026
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$100,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$46,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$111,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$307,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$58,493
Other income not declared elsewhere2014-12-31$128,010
Administrative expenses (other) incurred2014-12-31$1,458
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,185,444
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,112,290
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$70,926,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$110,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$66,087,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$61,465,045
Interest on participant loans2014-12-31$74,521
Interest earned on other investments2014-12-31$110,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$39
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,652,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,292,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$146,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,122,150
Income. Dividends from common stock2014-12-31$30,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,121,268
Contract administrator fees2014-12-31$9,825
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31470714325
2013 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$157,130
Total unrealized appreciation/depreciation of assets2013-12-31$157,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$58,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,190
Total income from all sources (including contributions)2013-12-31$17,251,351
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,444,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,340,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,531,828
Value of total assets at end of year2013-12-31$70,985,339
Value of total assets at beginning of year2013-12-31$57,141,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$104,113
Total interest from all sources2013-12-31$198,165
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,878,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,853,652
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,179,081
Participant contributions at end of year2013-12-31$1,612,051
Participant contributions at beginning of year2013-12-31$1,505,181
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,504,026
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,513,606
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$271,174
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$111,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$58,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$22,190
Other income not declared elsewhere2013-12-31$102,782
Administrative expenses (other) incurred2013-12-31$1,440
Total non interest bearing cash at end of year2013-12-31$229
Total non interest bearing cash at beginning of year2013-12-31$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,807,158
Value of net assets at end of year (total assets less liabilities)2013-12-31$70,926,846
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$57,119,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$94,749
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$61,465,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$49,794,753
Interest on participant loans2013-12-31$72,832
Interest earned on other investments2013-12-31$125,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,292,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,322,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,382,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,081,573
Income. Dividends from common stock2013-12-31$25,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,340,080
Contract administrator fees2013-12-31$7,924
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31470714325
2012 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-125,273
Total unrealized appreciation/depreciation of assets2012-12-31$-125,273
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,765,713
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,422,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,299,010
Expenses. Certain deemed distributions of participant loans2012-12-31$21,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,013,548
Value of total assets at end of year2012-12-31$57,141,878
Value of total assets at beginning of year2012-12-31$50,776,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$101,220
Total interest from all sources2012-12-31$139,455
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,533,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,514,353
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,993,201
Participant contributions at end of year2012-12-31$1,505,181
Participant contributions at beginning of year2012-12-31$1,531,366
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,513,606
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,621,670
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,916
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,084
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$22,190
Other income not declared elsewhere2012-12-31$146,876
Administrative expenses (other) incurred2012-12-31$1,703
Total non interest bearing cash at end of year2012-12-31$156
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,343,543
Value of net assets at end of year (total assets less liabilities)2012-12-31$57,119,688
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$50,776,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$93,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$49,794,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$43,612,295
Interest on participant loans2012-12-31$74,702
Income. Interest from loans (other than to participants)2012-12-31$64,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,322,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,010,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,057,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,015,431
Income. Dividends from common stock2012-12-31$19,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,299,010
Contract administrator fees2012-12-31$6,025
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31470714325
2011 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,591,635
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,198,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,114,295
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$23,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,941,155
Value of total assets at end of year2011-12-31$50,776,145
Value of total assets at beginning of year2011-12-31$49,382,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$60,097
Total interest from all sources2011-12-31$74,463
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$601,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$601,411
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,887,473
Participant contributions at end of year2011-12-31$1,531,366
Participant contributions at beginning of year2011-12-31$1,439,605
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,621,670
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,563,650
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$61,953
Other income not declared elsewhere2011-12-31$46,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,393,518
Value of net assets at end of year (total assets less liabilities)2011-12-31$50,776,145
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$49,382,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$55,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$43,612,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$42,597,348
Interest on participant loans2011-12-31$74,463
Value of interest in common/collective trusts at beginning of year2011-12-31$3,782,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,010,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,074,461
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$2,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$991,729
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,114,295
Contract administrator fees2011-12-31$4,875
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CORBETT, DUNCAN & HUBLY, PC
Accountancy firm EIN2011-12-31364105119
2010 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,330,632
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,192,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,180,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,078,438
Value of total assets at end of year2010-12-31$49,382,627
Value of total assets at beginning of year2010-12-31$43,244,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,553
Total interest from all sources2010-12-31$85,093
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,117,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,117,299
Administrative expenses professional fees incurred2010-12-31$12,553
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,921,652
Participant contributions at end of year2010-12-31$1,439,605
Participant contributions at beginning of year2010-12-31$1,469,212
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,563,650
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,387,728
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$218,982
Other income not declared elsewhere2010-12-31$60,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,137,733
Value of net assets at end of year (total assets less liabilities)2010-12-31$49,382,627
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$43,244,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$42,597,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$36,629,967
Interest on participant loans2010-12-31$85,093
Value of interest in common/collective trusts at end of year2010-12-31$3,782,024
Value of interest in common/collective trusts at beginning of year2010-12-31$3,757,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,980,104
Net investment gain or loss from common/collective trusts2010-12-31$9,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$937,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,180,346
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CORBETT, DUNCAN & HUBLY, PC
Accountancy firm EIN2010-12-31364105119
2009 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN

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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28107
Policy instance 1
Insurance contract or identification numberGA28107
Number of Individuals Covered854
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28107
Policy instance 1
Insurance contract or identification numberGA28107
Number of Individuals Covered717
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28107
Policy instance 1
Insurance contract or identification numberGA28107
Number of Individuals Covered699
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28107
Policy instance 1
Insurance contract or identification numberGA28107
Number of Individuals Covered609
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28107
Policy instance 1
Insurance contract or identification numberGA28107
Number of Individuals Covered510
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28107
Policy instance 1
Insurance contract or identification numberGA28107
Number of Individuals Covered498
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28107
Policy instance 1
Insurance contract or identification numberGA28107
Number of Individuals Covered486
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28107
Policy instance 1
Insurance contract or identification numberGA28107
Number of Individuals Covered456
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28107
Policy instance 1
Insurance contract or identification numberGA28107
Number of Individuals Covered455
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28107
Policy instance 1
Insurance contract or identification numberGA28107
Number of Individuals Covered479
Insurance policy start date2011-06-16
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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