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EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 401k Plan overview

Plan NameEMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE
Plan identification number 002

EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CREDIT SUISSE SECURITIES USA LLC has sponsored the creation of one or more 401k plans.

Company Name:CREDIT SUISSE SECURITIES USA LLC
Employer identification number (EIN):050546650
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Additional information about CREDIT SUISSE SECURITIES USA LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3605871

More information about CREDIT SUISSE SECURITIES USA LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE

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
0022017-01-01CHRIS MARTIN
0022016-01-01ELIZABETH DONNELLY
0022015-01-01ELIZABETH DONNELLY
0022014-01-01DAVID DEPASQUALE
0022013-01-01ELIZABETH DONNELLY
0022012-01-01ELIZABETH DONNELLY
0022011-01-01ELIZABETH DONNELLY
0022010-01-01ELIZABETH DONNELLY
0022009-01-01ELIZABETH DONNELLY ELIZABETH DONNELLY2010-10-15

Plan Statistics for EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE

401k plan membership statisitcs for EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE

Measure Date Value
2022: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2022 401k membership
Total participants, beginning-of-year2022-01-0117,395
Total number of active participants reported on line 7a of the Form 55002022-01-016,563
Number of retired or separated participants receiving benefits2022-01-01175
Number of other retired or separated participants entitled to future benefits2022-01-0110,618
Total of all active and inactive participants2022-01-0117,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0121
Total participants2022-01-0117,377
Number of participants with account balances2022-01-0117,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01655
2021: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2021 401k membership
Total participants, beginning-of-year2021-01-0117,472
Total number of active participants reported on line 7a of the Form 55002021-01-017,119
Number of retired or separated participants receiving benefits2021-01-01165
Number of other retired or separated participants entitled to future benefits2021-01-0110,176
Total of all active and inactive participants2021-01-0117,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-0117,477
Number of participants with account balances2021-01-0117,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01604
2020: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2020 401k membership
Total participants, beginning-of-year2020-01-0117,706
Total number of active participants reported on line 7a of the Form 55002020-01-017,369
Number of retired or separated participants receiving benefits2020-01-0188
Number of other retired or separated participants entitled to future benefits2020-01-0110,037
Total of all active and inactive participants2020-01-0117,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-0117,508
Number of participants with account balances2020-01-0117,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01349
2019: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2019 401k membership
Total participants, beginning-of-year2019-01-0117,586
Total number of active participants reported on line 7a of the Form 55002019-01-017,461
Number of retired or separated participants receiving benefits2019-01-01183
Number of other retired or separated participants entitled to future benefits2019-01-0110,058
Total of all active and inactive participants2019-01-0117,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-0117,706
Number of participants with account balances2019-01-0117,660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01434
2018: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2018 401k membership
Total participants, beginning-of-year2018-01-0117,981
Total number of active participants reported on line 7a of the Form 55002018-01-017,245
Number of retired or separated participants receiving benefits2018-01-01179
Number of other retired or separated participants entitled to future benefits2018-01-0110,176
Total of all active and inactive participants2018-01-0117,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-0117,615
Number of participants with account balances2018-01-0117,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01558
2017: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2017 401k membership
Total participants, beginning-of-year2017-01-0118,034
Total number of active participants reported on line 7a of the Form 55002017-01-017,825
Number of retired or separated participants receiving benefits2017-01-01161
Number of other retired or separated participants entitled to future benefits2017-01-019,981
Total of all active and inactive participants2017-01-0117,967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-0117,981
Number of participants with account balances2017-01-0117,923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01679
2016: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2016 401k membership
Total participants, beginning-of-year2016-01-0120,783
Total number of active participants reported on line 7a of the Form 55002016-01-017,969
Number of retired or separated participants receiving benefits2016-01-01140
Number of other retired or separated participants entitled to future benefits2016-01-019,913
Total of all active and inactive participants2016-01-0118,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0112
Total participants2016-01-0118,034
Number of participants with account balances2016-01-0117,992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01775
2015: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2015 401k membership
Total participants, beginning-of-year2015-01-0118,617
Total number of active participants reported on line 7a of the Form 55002015-01-018,886
Number of retired or separated participants receiving benefits2015-01-01138
Number of other retired or separated participants entitled to future benefits2015-01-0111,761
Total of all active and inactive participants2015-01-0120,785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0164
Total participants2015-01-0120,849
Number of participants with account balances2015-01-0120,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01541
2014: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2014 401k membership
Total participants, beginning-of-year2014-01-0118,835
Total number of active participants reported on line 7a of the Form 55002014-01-018,549
Number of retired or separated participants receiving benefits2014-01-01121
Number of other retired or separated participants entitled to future benefits2014-01-019,930
Total of all active and inactive participants2014-01-0118,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-0118,617
Number of participants with account balances2014-01-0118,535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01544
2013: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2013 401k membership
Total participants, beginning-of-year2013-01-0120,010
Total number of active participants reported on line 7a of the Form 55002013-01-018,693
Number of retired or separated participants receiving benefits2013-01-01109
Number of other retired or separated participants entitled to future benefits2013-01-0110,011
Total of all active and inactive participants2013-01-0118,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0122
Total participants2013-01-0118,835
Number of participants with account balances2013-01-0118,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01666
2012: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2012 401k membership
Total participants, beginning-of-year2012-01-0121,018
Total number of active participants reported on line 7a of the Form 55002012-01-019,333
Number of retired or separated participants receiving benefits2012-01-01164
Number of other retired or separated participants entitled to future benefits2012-01-0110,484
Total of all active and inactive participants2012-01-0119,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0129
Total participants2012-01-0120,010
Number of participants with account balances2012-01-0119,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01728
2011: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2011 401k membership
Total participants, beginning-of-year2011-01-0121,772
Total number of active participants reported on line 7a of the Form 55002011-01-0110,705
Number of retired or separated participants receiving benefits2011-01-01202
Number of other retired or separated participants entitled to future benefits2011-01-0111,221
Total of all active and inactive participants2011-01-0122,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0196
Total participants2011-01-0122,224
Number of participants with account balances2011-01-0121,908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01632
2010: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2010 401k membership
Total participants, beginning-of-year2010-01-0119,617
Total number of active participants reported on line 7a of the Form 55002010-01-0110,705
Number of retired or separated participants receiving benefits2010-01-01202
Number of other retired or separated participants entitled to future benefits2010-01-0111,221
Total of all active and inactive participants2010-01-0122,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0196
Total participants2010-01-0122,224
Number of participants with account balances2010-01-0121,908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01632
2009: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2009 401k membership
Total participants, beginning-of-year2009-01-0119,902
Total number of active participants reported on line 7a of the Form 55002009-01-0110,196
Number of retired or separated participants receiving benefits2009-01-0189
Number of other retired or separated participants entitled to future benefits2009-01-019,293
Total of all active and inactive participants2009-01-0119,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0139
Total participants2009-01-0119,617
Number of participants with account balances2009-01-0119,290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01880

Financial Data on EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE

Measure Date Value
2022 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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$0
Total income from all sources (including contributions)2022-12-31$-1,034,157,625
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$386,783,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$385,621,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$196,717,743
Value of total assets at end of year2022-12-31$4,915,831,759
Value of total assets at beginning of year2022-12-31$6,336,772,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,161,547
Total interest from all sources2022-12-31$929,148
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$69,295,461
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$69,295,461
Administrative expenses professional fees incurred2022-12-31$150,743
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$30,000,000
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$128,549,670
Participant contributions at end of year2022-12-31$17,976,168
Participant contributions at beginning of year2022-12-31$20,896,063
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$2,908
Assets. Other investments not covered elsewhere at end of year2022-12-31$821,391,481
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,078,252,759
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,606,849
Administrative expenses (other) incurred2022-12-31$231,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,420,941,038
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,915,831,759
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,336,772,797
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$222,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,988,203,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,774,723,822
Interest on participant loans2022-12-31$929,148
Value of interest in common/collective trusts at end of year2022-12-31$2,088,261,091
Value of interest in common/collective trusts at beginning of year2022-12-31$2,462,897,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,301,099,977
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$53,561,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$385,621,866
Contract administrator fees2022-12-31$557,747
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 name2022-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2022-12-31134008324
2021 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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$1,135,826,875
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$387,327,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$386,152,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$211,251,296
Value of total assets at end of year2021-12-31$6,336,772,797
Value of total assets at beginning of year2021-12-31$5,588,273,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,175,030
Total interest from all sources2021-12-31$1,279,143
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$170,461,138
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$170,461,138
Administrative expenses professional fees incurred2021-12-31$211,092
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$30,000,000
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$133,428,168
Participant contributions at end of year2021-12-31$20,896,063
Participant contributions at beginning of year2021-12-31$23,926,617
Participant contributions at end of year2021-12-31$2,908
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,078,252,759
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$948,335,086
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$22,317,245
Administrative expenses (other) incurred2021-12-31$95,550
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$748,499,067
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,336,772,797
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,588,273,730
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$325,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,774,723,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,509,521,265
Interest on participant loans2021-12-31$1,279,143
Value of interest in common/collective trusts at end of year2021-12-31$2,462,897,245
Value of interest in common/collective trusts at beginning of year2021-12-31$2,106,490,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$752,835,298
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$55,505,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$386,152,778
Contract administrator fees2021-12-31$542,638
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 name2021-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2021-12-31134008324
2020 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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$1,149,044,475
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$292,048,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$290,806,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$206,105,955
Value of total assets at end of year2020-12-31$5,588,273,730
Value of total assets at beginning of year2020-12-31$4,731,277,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,241,589
Total interest from all sources2020-12-31$912,744
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$103,078,182
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$103,078,182
Administrative expenses professional fees incurred2020-12-31$350,227
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$30,000,000
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$129,030,645
Participant contributions at end of year2020-12-31$23,926,617
Participant contributions at beginning of year2020-12-31$16,640,436
Assets. Other investments not covered elsewhere at end of year2020-12-31$948,335,086
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,243,157,272
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,966,631
Administrative expenses (other) incurred2020-12-31$306,820
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$856,996,180
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,588,273,730
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,731,277,550
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,509,521,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,075,893,193
Interest on participant loans2020-12-31$912,744
Value of interest in common/collective trusts at end of year2020-12-31$2,106,490,762
Value of interest in common/collective trusts at beginning of year2020-12-31$1,395,586,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$521,350,092
Net investment gain or loss from common/collective trusts2020-12-31$317,597,502
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$59,108,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$290,806,706
Contract administrator fees2020-12-31$584,542
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2020-12-31134008324
2019 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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$1,138,048,666
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$311,029,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$309,799,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$197,218,799
Value of total assets at end of year2019-12-31$4,731,277,550
Value of total assets at beginning of year2019-12-31$3,904,258,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,230,611
Total interest from all sources2019-12-31$902,466
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$77,827,543
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$77,827,543
Administrative expenses professional fees incurred2019-12-31$738,526
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$30,000,000
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$120,481,961
Participant contributions at end of year2019-12-31$16,640,436
Participant contributions at beginning of year2019-12-31$16,705,020
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,243,157,272
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,026,397,073
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,406,757
Administrative expenses (other) incurred2019-12-31$72,195
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$827,018,967
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,731,277,550
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,904,258,583
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$419,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,075,893,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,718,535,875
Interest on participant loans2019-12-31$902,466
Value of interest in common/collective trusts at end of year2019-12-31$1,395,586,649
Value of interest in common/collective trusts at beginning of year2019-12-31$1,142,620,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$852,491,912
Net investment gain or loss from common/collective trusts2019-12-31$9,607,946
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$57,330,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$309,799,088
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 name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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$417
Total income from all sources (including contributions)2018-12-31$-6,853,093
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$309,150,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$308,112,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$194,075,607
Value of total assets at end of year2018-12-31$3,904,258,583
Value of total assets at beginning of year2018-12-31$4,220,262,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,038,199
Total interest from all sources2018-12-31$823,559
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$74,480,178
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$74,480,178
Administrative expenses professional fees incurred2018-12-31$225,746
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$30,000,000
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$117,875,651
Participant contributions at end of year2018-12-31$16,705,020
Participant contributions at beginning of year2018-12-31$17,792,518
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,026,397,073
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,139,000,387
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,994,219
Administrative expenses (other) incurred2018-12-31$21,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-316,003,897
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,904,258,583
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,220,262,480
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$496,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,718,535,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,862,063,758
Interest on participant loans2018-12-31$823,559
Value of interest in common/collective trusts at end of year2018-12-31$1,142,620,615
Value of interest in common/collective trusts at beginning of year2018-12-31$1,201,406,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-283,871,096
Net investment gain or loss from common/collective trusts2018-12-31$7,638,659
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$51,205,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$308,112,605
Contract administrator fees2018-12-31$294,870
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$417
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 name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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$417
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$37,723
Total income from all sources (including contributions)2017-12-31$899,761,547
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$332,261,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$331,369,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$198,507,650
Value of total assets at end of year2017-12-31$4,220,262,897
Value of total assets at beginning of year2017-12-31$3,652,799,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$892,067
Total interest from all sources2017-12-31$810,471
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$57,860,919
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$57,860,919
Administrative expenses professional fees incurred2017-12-31$141,934
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$30,000,000
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$115,726,229
Participant contributions at end of year2017-12-31$17,792,518
Participant contributions at beginning of year2017-12-31$18,868,196
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$982
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,139,000,387
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$269,555,238
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,079,461
Administrative expenses (other) incurred2017-12-31$187,934
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$567,500,406
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,220,262,480
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,652,762,074
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$35,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,862,063,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,937,772,489
Interest on participant loans2017-12-31$810,471
Value of interest in common/collective trusts at end of year2017-12-31$1,201,406,234
Value of interest in common/collective trusts at beginning of year2017-12-31$426,602,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$635,191,282
Net investment gain or loss from common/collective trusts2017-12-31$7,391,225
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$55,701,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$331,369,074
Contract administrator fees2017-12-31$526,736
Liabilities. Value of benefit claims payable at end of year2017-12-31$417
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$37,723
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 name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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$37,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1
Total income from all sources (including contributions)2016-12-31$468,050,819
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$367,723,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$366,962,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$206,753,008
Value of total assets at end of year2016-12-31$3,652,799,797
Value of total assets at beginning of year2016-12-31$3,552,435,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$761,598
Total interest from all sources2016-12-31$862,702
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$79,499,894
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$79,499,894
Administrative expenses professional fees incurred2016-12-31$668,450
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$30,000,000
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$120,476,927
Participant contributions at end of year2016-12-31$18,868,196
Participant contributions at beginning of year2016-12-31$22,218,840
Participant contributions at end of year2016-12-31$982
Participant contributions at beginning of year2016-12-31$8,420
Assets. Other investments not covered elsewhere at end of year2016-12-31$269,555,238
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$156,372,089
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$35,999,415
Administrative expenses (other) incurred2016-12-31$110,465
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$100,326,936
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,652,762,074
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,552,435,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$-238,101
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,937,772,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,010,853,081
Interest on participant loans2016-12-31$862,702
Value of interest in common/collective trusts at end of year2016-12-31$426,602,892
Value of interest in common/collective trusts at beginning of year2016-12-31$362,982,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$173,519,456
Net investment gain or loss from common/collective trusts2016-12-31$7,415,759
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$50,276,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$366,962,285
Contract administrator fees2016-12-31$220,784
Liabilities. Value of benefit claims payable at end of year2016-12-31$37,723
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1
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 name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,445
Total income from all sources (including contributions)2015-12-31$211,308,798
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$269,841,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$269,158,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$199,491,484
Value of total assets at end of year2015-12-31$3,552,435,139
Value of total assets at beginning of year2015-12-31$3,610,980,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$683,158
Total interest from all sources2015-12-31$976,722
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$103,920,484
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$103,920,484
Administrative expenses professional fees incurred2015-12-31$53,750
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$30,000,000
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$124,640,040
Participant contributions at end of year2015-12-31$22,218,840
Participant contributions at beginning of year2015-12-31$24,081,640
Participant contributions at end of year2015-12-31$8,420
Participant contributions at beginning of year2015-12-31$550
Assets. Other investments not covered elsewhere at end of year2015-12-31$156,372,089
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$148,554,109
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,055,631
Other income not declared elsewhere2015-12-31$-4,207,386
Administrative expenses (other) incurred2015-12-31$149,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-58,533,017
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,552,435,138
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,610,968,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$-263,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,010,853,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,079,376,921
Interest on participant loans2015-12-31$976,722
Value of interest in common/collective trusts at end of year2015-12-31$362,982,709
Value of interest in common/collective trusts at beginning of year2015-12-31$358,967,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-88,872,506
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$54,795,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$269,158,657
Contract administrator fees2015-12-31$742,720
Liabilities. Value of benefit claims payable at end of year2015-12-31$1
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$12,445
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 name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$22,077,771
Total unrealized appreciation/depreciation of assets2014-12-31$22,077,771
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,810
Total income from all sources (including contributions)2014-12-31$453,844,553
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$258,293,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$257,468,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$196,503,915
Value of total assets at end of year2014-12-31$3,610,980,600
Value of total assets at beginning of year2014-12-31$3,415,420,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$825,690
Total interest from all sources2014-12-31$997,897
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$106,046,403
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$106,046,403
Administrative expenses professional fees incurred2014-12-31$69,729
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$30,000,000
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$110,310,415
Participant contributions at end of year2014-12-31$24,081,640
Participant contributions at beginning of year2014-12-31$24,407,398
Participant contributions at end of year2014-12-31$550
Participant contributions at beginning of year2014-12-31$15,552
Assets. Other investments not covered elsewhere at end of year2014-12-31$148,554,109
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$256,169,562
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,627,062
Administrative expenses (other) incurred2014-12-31$44,774
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$195,550,713
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,610,968,155
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,415,417,442
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$265,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,079,376,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,747,056,522
Interest on participant loans2014-12-31$997,897
Value of interest in common/collective trusts at end of year2014-12-31$358,967,380
Value of interest in common/collective trusts at beginning of year2014-12-31$387,771,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$124,346,521
Net investment gain or loss from common/collective trusts2014-12-31$3,872,046
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$66,566,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$257,468,150
Contract administrator fees2014-12-31$445,435
Liabilities. Value of benefit claims payable at end of year2014-12-31$12,445
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,810
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 name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$108,041,247
Total unrealized appreciation/depreciation of assets2013-12-31$108,041,247
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,842
Total income from all sources (including contributions)2013-12-31$734,908,942
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$289,038,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$288,500,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$178,784,006
Value of total assets at end of year2013-12-31$3,415,420,252
Value of total assets at beginning of year2013-12-31$2,969,550,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$537,688
Total interest from all sources2013-12-31$1,010,021
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$80,188,177
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$80,188,177
Administrative expenses professional fees incurred2013-12-31$59,279
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$30,000,000
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$108,513,465
Participant contributions at end of year2013-12-31$24,407,398
Participant contributions at beginning of year2013-12-31$23,865,772
Participant contributions at end of year2013-12-31$15,552
Participant contributions at beginning of year2013-12-31$34,540
Assets. Other investments not covered elsewhere at end of year2013-12-31$256,169,562
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$400,735,251
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,444,179
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$445,870,266
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,415,417,442
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,969,547,176
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$38,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,747,056,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,103,061,724
Interest on participant loans2013-12-31$1,010,021
Value of interest in common/collective trusts at end of year2013-12-31$387,771,218
Value of interest in common/collective trusts at beginning of year2013-12-31$441,852,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$373,569,322
Net investment gain or loss from common/collective trusts2013-12-31$-6,683,831
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$58,826,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$288,500,988
Contract administrator fees2013-12-31$439,497
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,810
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,842
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 name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$56,724,026
Total unrealized appreciation/depreciation of assets2012-12-31$56,724,026
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,842
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$74,499
Total income from all sources (including contributions)2012-12-31$530,194,954
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$250,255,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$249,460,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$225,698,519
Value of total assets at end of year2012-12-31$2,969,550,018
Value of total assets at beginning of year2012-12-31$2,689,681,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$794,159
Total interest from all sources2012-12-31$911,935
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$71,122,307
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$71,122,307
Administrative expenses professional fees incurred2012-12-31$188,920
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$30,000,000
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$111,231,672
Participant contributions at end of year2012-12-31$23,865,772
Participant contributions at beginning of year2012-12-31$20,165,510
Participant contributions at end of year2012-12-31$34,540
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$400,735,251
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,625,081
Administrative expenses (other) incurred2012-12-31$69,688
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$279,939,923
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,969,547,176
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,689,607,253
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$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,103,061,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,047,415,484
Interest on participant loans2012-12-31$911,935
Value of interest in common/collective trusts at end of year2012-12-31$441,852,731
Value of interest in common/collective trusts at beginning of year2012-12-31$443,232,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$171,862,872
Net investment gain or loss from common/collective trusts2012-12-31$3,875,295
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$102,841,766
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$99,272,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$249,460,872
Contract administrator fees2012-12-31$516,801
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$79,595,948
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,842
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$74,499
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 name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$5,173,451
Total unrealized appreciation/depreciation of assets2011-12-31$5,173,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$74,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$67,790
Total income from all sources (including contributions)2011-12-31$218,726,011
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$165,552,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$164,905,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$260,977,730
Value of total assets at end of year2011-12-31$2,689,681,752
Value of total assets at beginning of year2011-12-31$2,636,501,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$647,728
Total interest from all sources2011-12-31$750,154
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$62,027,128
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$61,244,856
Administrative expenses professional fees incurred2011-12-31$454,825
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$30,000,000
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$117,426,977
Participant contributions at end of year2011-12-31$20,165,510
Participant contributions at beginning of year2011-12-31$16,410,832
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,890,219
Administrative expenses (other) incurred2011-12-31$192,903
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$53,173,045
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,689,607,253
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,636,434,208
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,047,415,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,023,088,319
Interest on participant loans2011-12-31$750,154
Value of interest in common/collective trusts at end of year2011-12-31$443,232,517
Value of interest in common/collective trusts at beginning of year2011-12-31$420,873,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-128,665,361
Net investment gain or loss from common/collective trusts2011-12-31$18,462,909
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$129,660,534
Employer contributions (assets) at end of year2011-12-31$99,272,293
Employer contributions (assets) at beginning of year2011-12-31$98,323,355
Income. Dividends from common stock2011-12-31$782,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$164,905,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$79,595,948
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$77,805,743
Liabilities. Value of benefit claims payable at end of year2011-12-31$74,499
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$67,790
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
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 name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,927,589
Total unrealized appreciation/depreciation of assets2010-12-31$5,927,589
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$67,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$161,237
Total income from all sources (including contributions)2010-12-31$569,274,614
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$196,184,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$194,820,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$264,385,975
Value of total assets at end of year2010-12-31$2,636,501,998
Value of total assets at beginning of year2010-12-31$2,263,505,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,364,518
Total interest from all sources2010-12-31$696,625
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$42,487,534
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$41,751,833
Administrative expenses professional fees incurred2010-12-31$887,810
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$30,000,000
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$119,370,614
Participant contributions at end of year2010-12-31$16,410,832
Participant contributions at beginning of year2010-12-31$14,868,433
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,542,564
Administrative expenses (other) incurred2010-12-31$162,000
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$373,089,923
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,636,434,208
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,263,344,285
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
Investment advisory and management fees2010-12-31$314,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,023,088,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,662,451,957
Interest on participant loans2010-12-31$696,625
Value of interest in common/collective trusts at end of year2010-12-31$420,873,749
Value of interest in common/collective trusts at beginning of year2010-12-31$442,259,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$236,611,117
Net investment gain or loss from common/collective trusts2010-12-31$19,165,774
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$128,472,797
Employer contributions (assets) at end of year2010-12-31$98,323,355
Employer contributions (assets) at beginning of year2010-12-31$77,099,306
Income. Dividends from common stock2010-12-31$735,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$194,820,173
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$77,805,743
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$66,826,161
Liabilities. Value of benefit claims payable at end of year2010-12-31$67,790
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$161,237
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 name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207
2009 : EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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 EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE

2022: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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: EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE 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

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