HITACHI HIGH-TECH AMERICA, INC. has sponsored the creation of one or more 401k plans.
Additional information about HITACHI HIGH-TECH AMERICA, INC.
Submission information for form 5500 for 401k plan HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN
401k plan membership statisitcs for HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN
Measure | Date | Value |
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2022 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $12,161,125 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $131,168,455 |
Value of total assets at beginning of year | 2022-12-31 | $166,168,536 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $151,069 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,447,458 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $6,449,107 |
Participant contributions at end of year | 2022-12-31 | $1,541,287 |
Participant contributions at beginning of year | 2022-12-31 | $1,617,436 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $3,333,295 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $4,935,203 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $997,076 |
Other income not declared elsewhere | 2022-12-31 | $-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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $55,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $83,439,278 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $96,457,822 |
Interest on participant loans | 2022-12-31 | $75,770 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $30,408,403 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $51,593,395 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $12,446,192 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-14,465,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,931,691 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $12,010,056 |
Contract administrator fees | 2022-12-31 | $96,069 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PKF MUELLER |
Accountancy firm EIN | 2022-12-31 | 362658780 |
2021 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $8,093,839 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $166,168,536 |
Value of total assets at beginning of year | 2021-12-31 | $143,587,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $210,890 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,517,715 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $6,012,750 |
Participant contributions at end of year | 2021-12-31 | $1,617,436 |
Participant contributions at beginning of year | 2021-12-31 | $1,866,513 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $4,935,203 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $3,796,353 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $196,748 |
Other income not declared elsewhere | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $199,692 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $96,457,822 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $127,706,160 |
Interest on participant loans | 2021-12-31 | $94,037 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $51,593,395 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $11,564,680 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $-336,740 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,339,872 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,882,949 |
Contract administrator fees | 2021-12-31 | $11,198 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PKF MUELLER |
Accountancy firm EIN | 2021-12-31 | 362658780 |
2020 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $8,024,947 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,824,992 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $8 |
Value of total corrective distributions | 2020-12-31 | $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 year | 2020-12-31 | $143,587,777 |
Value of total assets at beginning of year | 2020-12-31 | $122,664,682 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $194,020 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,392,878 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $5,444,092 |
Participant contributions at end of year | 2020-12-31 | $1,866,513 |
Participant contributions at beginning of year | 2020-12-31 | $1,993,392 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $3,796,353 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $2,205,830 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $364,754 |
Other income not declared elsewhere | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $55,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $127,706,160 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $109,923,133 |
Interest on participant loans | 2020-12-31 | $106,089 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $10,218,751 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,997,555 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,824,992 |
Contract administrator fees | 2020-12-31 | $139,020 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | PKF MUELLER |
Accountancy firm EIN | 2020-12-31 | 362658780 |
2019 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,194,431 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,011,440 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $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 year | 2019-12-31 | $122,664,682 |
Value of total assets at beginning of year | 2019-12-31 | $96,687,152 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $180,982 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,519,445 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $4,914,787 |
Participant contributions at end of year | 2019-12-31 | $1,993,392 |
Participant contributions at beginning of year | 2019-12-31 | $1,958,673 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,205,830 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,743,047 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $180,719 |
Other income not declared elsewhere | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $55,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $109,923,133 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $84,877,167 |
Interest on participant loans | 2019-12-31 | $113,853 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $8,542,327 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,607,054 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,011,440 |
Contract administrator fees | 2019-12-31 | $125,982 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MUELLER & CO., LLP |
Accountancy firm EIN | 2019-12-31 | 362658780 |
2018 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,465,530 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,388,164 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $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 year | 2018-12-31 | $96,687,152 |
Value of total assets at beginning of year | 2018-12-31 | $98,928,263 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $76,206 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $945,883 |
Administrative expenses professional fees incurred | 2018-12-31 | $9,250 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,412,886 |
Participant contributions at end of year | 2018-12-31 | $1,958,673 |
Participant contributions at beginning of year | 2018-12-31 | $1,814,183 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,743,047 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $2,347,526 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $465,655 |
Other income not declared elsewhere | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $55,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $84,877,167 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $86,807,102 |
Interest on participant loans | 2018-12-31 | $95,599 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $8,108,265 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,373,696 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,388,164 |
Contract administrator fees | 2018-12-31 | $11,956 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MUELLER & CO., LLP |
Accountancy firm EIN | 2018-12-31 | 362658780 |
2017 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $6,196,923 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $98,928,263 |
Value of total assets at beginning of year | 2017-12-31 | $84,545,843 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $81,252 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $888,342 |
Administrative expenses professional fees incurred | 2017-12-31 | $17,750 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $4,072,031 |
Participant contributions at end of year | 2017-12-31 | $1,814,183 |
Participant contributions at beginning of year | 2017-12-31 | $1,653,100 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $2,347,526 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $425 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $42,945 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $86,807,102 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $73,121,263 |
Interest on participant loans | 2017-12-31 | $85,810 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $7,959,452 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,257,289 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,115,671 |
Contract administrator fees | 2017-12-31 | $20,557 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MUELLER & CO., LLP |
Accountancy firm EIN | 2017-12-31 | 362658780 |
2016 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $4,722,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,585,815 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $84,545,843 |
Value of total assets at beginning of year | 2016-12-31 | $78,448,965 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $133,929 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $813,548 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,879,388 |
Participant contributions at end of year | 2016-12-31 | $1,653,100 |
Participant contributions at beginning of year | 2016-12-31 | $1,676,828 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $2,059,580 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $425 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $124,277 |
Other income not declared elsewhere | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $124,002 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $73,121,263 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $67,210,967 |
Interest on participant loans | 2016-12-31 | $75,051 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $7,711,900 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,230,876 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,585,815 |
Contract administrator fees | 2016-12-31 | $9,927 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MUELLER & CO., LLP |
Accountancy firm EIN | 2016-12-31 | 362658780 |
2015 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,714,136 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,514,705 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $48,108 |
Value of total corrective distributions | 2015-12-31 | $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 year | 2015-12-31 | $78,472,931 |
Value of total assets at beginning of year | 2015-12-31 | $76,419,359 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $146,676 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $729,370 |
Administrative expenses professional fees incurred | 2015-12-31 | $11,900 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $3,668,058 |
Participant contributions at end of year | 2015-12-31 | $1,676,828 |
Participant contributions at beginning of year | 2015-12-31 | $1,853,634 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $1,880,372 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $46,006 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $46,006 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $307,069 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $307,069 |
Other income not declared elsewhere | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $120,312 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $67,210,968 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $66,087,670 |
Interest on participant loans | 2015-12-31 | $77,317 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $7,658,757 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,171,539 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,514,705 |
Contract administrator fees | 2015-12-31 | $14,464 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MUELLER & CO., LLP |
Accountancy firm EIN | 2015-12-31 | 362658780 |
2014 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $76,511 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $4,243,449 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $76,419,359 |
Value of total assets at beginning of year | 2014-12-31 | $70,985,339 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $122,181 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $4,165,782 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,473,660 |
Participant contributions at end of year | 2014-12-31 | $1,853,634 |
Participant contributions at beginning of year | 2014-12-31 | $1,612,051 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $1,779,857 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $46,006 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $111,861 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $307,069 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $58,493 |
Other income not declared elsewhere | 2014-12-31 | $128,010 |
Administrative expenses (other) incurred | 2014-12-31 | $1,458 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $229 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $110,898 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $66,087,670 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $61,465,045 |
Interest on participant loans | 2014-12-31 | $74,521 |
Interest earned on other investments | 2014-12-31 | $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 year | 2014-12-31 | $6,652,192 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,122,150 |
Income. Dividends from common stock | 2014-12-31 | $30,521 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,121,268 |
Contract administrator fees | 2014-12-31 | $9,825 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2014-12-31 | 470714325 |
2013 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $157,130 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,444,193 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $70,985,339 |
Value of total assets at beginning of year | 2013-12-31 | $57,141,878 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $104,113 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,853,652 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,179,081 |
Participant contributions at end of year | 2013-12-31 | $1,612,051 |
Participant contributions at beginning of year | 2013-12-31 | $1,505,181 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $1,504,026 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $111,861 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $6,084 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $58,493 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $22,190 |
Other income not declared elsewhere | 2013-12-31 | $102,782 |
Administrative expenses (other) incurred | 2013-12-31 | $1,440 |
Total non interest bearing cash at end of year | 2013-12-31 | $229 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $156 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $94,749 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $61,465,045 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $49,794,753 |
Interest on participant loans | 2013-12-31 | $72,832 |
Interest earned on other investments | 2013-12-31 | $125,333 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $6,292,127 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,081,573 |
Income. Dividends from common stock | 2013-12-31 | $25,107 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,340,080 |
Contract administrator fees | 2013-12-31 | $7,924 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2013-12-31 | 470714325 |
2012 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-125,273 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,422,170 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,299,010 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $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 year | 2012-12-31 | $57,141,878 |
Value of total assets at beginning of year | 2012-12-31 | $50,776,145 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $101,220 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,514,353 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,993,201 |
Participant contributions at end of year | 2012-12-31 | $1,505,181 |
Participant contributions at beginning of year | 2012-12-31 | $1,531,366 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,513,606 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $6,084 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $22,190 |
Other income not declared elsewhere | 2012-12-31 | $146,876 |
Administrative expenses (other) incurred | 2012-12-31 | $1,703 |
Total non interest bearing cash at end of year | 2012-12-31 | $156 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $93,492 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $49,794,753 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $43,612,295 |
Interest on participant loans | 2012-12-31 | $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 year | 2012-12-31 | $4,322,098 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,015,431 |
Income. Dividends from common stock | 2012-12-31 | $19,617 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,299,010 |
Contract administrator fees | 2012-12-31 | $6,025 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2012-12-31 | 470714325 |
2011 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,198,117 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,114,295 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $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 year | 2011-12-31 | $50,776,145 |
Value of total assets at beginning of year | 2011-12-31 | $49,382,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $60,097 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $601,411 |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,887,473 |
Participant contributions at end of year | 2011-12-31 | $1,531,366 |
Participant contributions at beginning of year | 2011-12-31 | $1,439,605 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,621,670 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $1,563,650 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $61,953 |
Other income not declared elsewhere | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $55,222 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $43,612,295 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $42,597,348 |
Interest on participant loans | 2011-12-31 | $74,463 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $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 accounts | 2011-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $2,383 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $991,729 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,114,295 |
Contract administrator fees | 2011-12-31 | $4,875 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CORBETT, DUNCAN & HUBLY, PC |
Accountancy firm EIN | 2011-12-31 | 364105119 |
2010 : HITACHI HIGH-TECH AMERICA, INC. SHARED SAVINGS PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,192,899 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $49,382,627 |
Value of total assets at beginning of year | 2010-12-31 | $43,244,894 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $12,553 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,117,299 |
Administrative expenses professional fees incurred | 2010-12-31 | $12,553 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,921,652 |
Participant contributions at end of year | 2010-12-31 | $1,439,605 |
Participant contributions at beginning of year | 2010-12-31 | $1,469,212 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $1,563,650 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $1,387,728 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $218,982 |
Other income not declared elsewhere | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $42,597,348 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $36,629,967 |
Interest on participant loans | 2010-12-31 | $85,093 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $3,782,024 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $9,055 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $937,804 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $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 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CORBETT, DUNCAN & HUBLY, PC |
Accountancy firm EIN | 2010-12-31 | 364105119 |
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 securities | 2009-12-31 | $0 |