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PALL CORPORATION CASH BALANCE PENSION PLAN 401k Plan overview

Plan NamePALL CORPORATION CASH BALANCE PENSION PLAN
Plan identification number 001

PALL CORPORATION CASH BALANCE PENSION PLAN Benefits

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

401k Sponsoring company profile

PALL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PALL CORPORATION
Employer identification number (EIN):111541330
NAIC Classification:339900

Additional information about PALL CORPORATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1946-07-31
Company Identification Number: 59466
Legal Registered Office Address: 28 LIBERTY STREET
New York
NEW YORK
United States of America (USA)
10005

More information about PALL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALL CORPORATION CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-08-01JEFFREY WOOTEN
0012014-08-01JEFFREY MOLIN
0012013-08-01JULIE TAYLOR
0012012-08-01JULIE TAYLOR JULIE TAYLOR2014-05-15
0012011-08-01LINDA VILLA LINDA VILLA2013-05-14
0012010-08-01JAMES PORRETTO JAMES PORRETTO2012-05-15
0012009-08-01JAMES PORRETTO JAMES PORRETTO2011-05-16

Plan Statistics for PALL CORPORATION CASH BALANCE PENSION PLAN

401k plan membership statisitcs for PALL CORPORATION CASH BALANCE PENSION PLAN

Measure Date Value
2015: PALL CORPORATION CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-015,345
Total number of active participants reported on line 7a of the Form 55002015-08-010
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-0174
2014: PALL CORPORATION CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-015,178
Total number of active participants reported on line 7a of the Form 55002014-08-012,908
Number of retired or separated participants receiving benefits2014-08-01607
Number of other retired or separated participants entitled to future benefits2014-08-011,342
Total of all active and inactive participants2014-08-014,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-01165
Total participants2014-08-015,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-01120
2013: PALL CORPORATION CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-015,178
Total number of active participants reported on line 7a of the Form 55002013-08-012,719
Number of retired or separated participants receiving benefits2013-08-01597
Number of other retired or separated participants entitled to future benefits2013-08-011,335
Total of all active and inactive participants2013-08-014,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-01162
Total participants2013-08-014,813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-01125
2012: PALL CORPORATION CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-015,530
Total number of active participants reported on line 7a of the Form 55002012-08-013,045
Number of retired or separated participants receiving benefits2012-08-01580
Number of other retired or separated participants entitled to future benefits2012-08-011,307
Total of all active and inactive participants2012-08-014,932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-01148
Total participants2012-08-015,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-01140
2011: PALL CORPORATION CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-015,819
Total number of active participants reported on line 7a of the Form 55002011-08-013,120
Number of retired or separated participants receiving benefits2011-08-01562
Number of other retired or separated participants entitled to future benefits2011-08-011,703
Total of all active and inactive participants2011-08-015,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-01145
Total participants2011-08-015,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-0198
2010: PALL CORPORATION CASH BALANCE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-08-015,612
Total number of active participants reported on line 7a of the Form 55002010-08-013,597
Number of retired or separated participants receiving benefits2010-08-01543
Number of other retired or separated participants entitled to future benefits2010-08-011,164
Total of all active and inactive participants2010-08-015,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-08-01140
Total participants2010-08-015,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-08-0138
2009: PALL CORPORATION CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-015,716
Total number of active participants reported on line 7a of the Form 55002009-08-013,638
Number of retired or separated participants receiving benefits2009-08-01543
Number of other retired or separated participants entitled to future benefits2009-08-011,121
Total of all active and inactive participants2009-08-015,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-01124
Total participants2009-08-015,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-0168

Financial Data on PALL CORPORATION CASH BALANCE PENSION PLAN

Measure Date Value
2016 : PALL CORPORATION CASH BALANCE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-07-31$0
Total transfer of assets from this plan2016-07-31$107,533,996
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$107,533,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$0
Total income from all sources (including contributions)2016-07-31$1,289,666
Total loss/gain on sale of assets2016-07-31$0
Total of all expenses incurred2016-07-31$12,115,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-31$10,557,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-31$2,900,000
Value of total assets at end of year2016-07-31$107,533,996
Value of total assets at beginning of year2016-07-31$118,359,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-31$1,557,754
Total interest from all sources2016-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-31No
Administrative expenses professional fees incurred2016-07-31$624,520
Was this plan covered by a fidelity bond2016-07-31Yes
Value of fidelity bond cover2016-07-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
Were there any nonexempt tranactions with any party-in-interest2016-07-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-07-31$107,533,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-07-31$0
Administrative expenses (other) incurred2016-07-31$278,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Value of net income/loss2016-07-31$-10,825,449
Value of net assets at end of year (total assets less liabilities)2016-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-07-31$118,359,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-31No
Were any leases to which the plan was party in default or uncollectible2016-07-31No
Investment advisory and management fees2016-07-31$548,463
Value of interest in master investment trust accounts at end of year2016-07-31$107,533,996
Value of interest in master investment trust accounts at beginning of year2016-07-31$118,359,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-31No
Was there a failure to transmit to the plan any participant contributions2016-07-31No
Has the plan failed to provide any benefit when due under the plan2016-07-31No
Contributions received in cash from employer2016-07-31$2,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-31$10,557,361
Contract administrator fees2016-07-31$105,976
Did the plan have assets held for investment2016-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-31Yes
Opinion of an independent qualified public accountant for this plan2016-07-31Disclaimer
Accountancy firm name2016-07-31KPMG LLP
Accountancy firm EIN2016-07-31135565207
2015 : PALL CORPORATION CASH BALANCE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total income from all sources (including contributions)2015-07-31$12,584,072
Total loss/gain on sale of assets2015-07-31$0
Total of all expenses incurred2015-07-31$14,366,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-31$12,893,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-31$3,800,000
Value of total assets at end of year2015-07-31$118,359,445
Value of total assets at beginning of year2015-07-31$120,141,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-31$1,472,402
Total interest from all sources2015-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-31No
Was this plan covered by a fidelity bond2015-07-31Yes
Value of fidelity bond cover2015-07-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
Were there any nonexempt tranactions with any party-in-interest2015-07-31No
Administrative expenses (other) incurred2015-07-31$235,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Value of net income/loss2015-07-31$-1,782,161
Value of net assets at end of year (total assets less liabilities)2015-07-31$118,359,445
Value of net assets at beginning of year (total assets less liabilities)2015-07-31$120,141,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-31No
Were any leases to which the plan was party in default or uncollectible2015-07-31No
Investment advisory and management fees2015-07-31$1,069,285
Value of interest in master investment trust accounts at end of year2015-07-31$118,359,445
Value of interest in master investment trust accounts at beginning of year2015-07-31$120,141,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-31No
Was there a failure to transmit to the plan any participant contributions2015-07-31No
Has the plan failed to provide any benefit when due under the plan2015-07-31No
Contributions received in cash from employer2015-07-31$3,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-31$12,893,831
Contract administrator fees2015-07-31$167,280
Did the plan have assets held for investment2015-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-31Yes
Opinion of an independent qualified public accountant for this plan2015-07-31Disclaimer
Accountancy firm name2015-07-31KPMG LLP
Accountancy firm EIN2015-07-31135565207
2014 : PALL CORPORATION CASH BALANCE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$689,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$2,298,996
Total income from all sources (including contributions)2014-07-31$16,825,772
Total loss/gain on sale of assets2014-07-31$0
Total of all expenses incurred2014-07-31$14,509,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$13,086,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$5,750,000
Value of total assets at end of year2014-07-31$120,831,164
Value of total assets at beginning of year2014-07-31$120,123,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$1,422,188
Total interest from all sources2014-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Assets. Other investments not covered elsewhere at end of year2014-07-31$37,547
Assets. Other investments not covered elsewhere at beginning of year2014-07-31$24,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-07-31$1,906,415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-07-31$401,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-07-31$530,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-07-31$2,239,880
Administrative expenses (other) incurred2014-07-31$260,322
Liabilities. Value of operating payables at end of year2014-07-31$158,807
Liabilities. Value of operating payables at beginning of year2014-07-31$59,116
Total non interest bearing cash at end of year2014-07-31$916,798
Total non interest bearing cash at beginning of year2014-07-31$15,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Value of net income/loss2014-07-31$2,316,610
Value of net assets at end of year (total assets less liabilities)2014-07-31$120,141,606
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$117,824,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Investment advisory and management fees2014-07-31$1,027,010
Value of interest in master investment trust accounts at end of year2014-07-31$117,970,404
Value of interest in master investment trust accounts at beginning of year2014-07-31$119,682,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31No
Was there a failure to transmit to the plan any participant contributions2014-07-31No
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Contributions received in cash from employer2014-07-31$5,750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-07-31$13,086,974
Contract administrator fees2014-07-31$134,856
Did the plan have assets held for investment2014-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31Yes
Opinion of an independent qualified public accountant for this plan2014-07-31Disclaimer
Accountancy firm name2014-07-31KPMG LLP
Accountancy firm EIN2014-07-31135565207
2013 : PALL CORPORATION CASH BALANCE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$2,298,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$2,704,355
Total income from all sources (including contributions)2013-07-31$22,282,632
Total loss/gain on sale of assets2013-07-31$0
Total of all expenses incurred2013-07-31$17,477,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-07-31$16,812,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-07-31$4,512,149
Value of total assets at end of year2013-07-31$120,123,992
Value of total assets at beginning of year2013-07-31$115,723,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-07-31$664,946
Total interest from all sources2013-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-07-31No
Was this plan covered by a fidelity bond2013-07-31Yes
Value of fidelity bond cover2013-07-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
Were there any nonexempt tranactions with any party-in-interest2013-07-31No
Assets. Other investments not covered elsewhere at end of year2013-07-31$24,648
Assets. Other investments not covered elsewhere at beginning of year2013-07-31$40,560
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-07-31$401,573
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-07-31$798,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-07-31$2,239,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-07-31$2,666,975
Administrative expenses (other) incurred2013-07-31$249,471
Liabilities. Value of operating payables at end of year2013-07-31$59,116
Liabilities. Value of operating payables at beginning of year2013-07-31$37,380
Total non interest bearing cash at end of year2013-07-31$15,742
Total non interest bearing cash at beginning of year2013-07-31$15,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Value of net income/loss2013-07-31$4,805,414
Value of net assets at end of year (total assets less liabilities)2013-07-31$117,824,996
Value of net assets at beginning of year (total assets less liabilities)2013-07-31$113,019,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-07-31No
Were any leases to which the plan was party in default or uncollectible2013-07-31No
Investment advisory and management fees2013-07-31$359,048
Value of interest in master investment trust accounts at end of year2013-07-31$119,682,029
Value of interest in master investment trust accounts at beginning of year2013-07-31$114,868,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-07-31No
Was there a failure to transmit to the plan any participant contributions2013-07-31No
Has the plan failed to provide any benefit when due under the plan2013-07-31No
Contributions received in cash from employer2013-07-31$4,512,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-07-31$16,812,272
Contract administrator fees2013-07-31$56,427
Did the plan have assets held for investment2013-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-07-31Yes
Opinion of an independent qualified public accountant for this plan2013-07-31Disclaimer
Accountancy firm name2013-07-31KPMG LLP
Accountancy firm EIN2013-07-31135565207
2012 : PALL CORPORATION CASH BALANCE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$2,704,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$2,089,473
Total income from all sources (including contributions)2012-07-31$10,309,473
Total loss/gain on sale of assets2012-07-31$0
Total of all expenses incurred2012-07-31$9,089,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-07-31$8,418,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-07-31$7,000,000
Value of total assets at end of year2012-07-31$115,723,937
Value of total assets at beginning of year2012-07-31$113,888,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-07-31$671,172
Total interest from all sources2012-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-07-31No
Was this plan covered by a fidelity bond2012-07-31Yes
Value of fidelity bond cover2012-07-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
Were there any nonexempt tranactions with any party-in-interest2012-07-31No
Assets. Other investments not covered elsewhere at end of year2012-07-31$40,560
Assets. Other investments not covered elsewhere at beginning of year2012-07-31$7,902
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-07-31$798,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-07-31$304,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-07-31$2,666,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-07-31$2,061,521
Administrative expenses (other) incurred2012-07-31$226,829
Liabilities. Value of operating payables at end of year2012-07-31$37,380
Liabilities. Value of operating payables at beginning of year2012-07-31$27,952
Total non interest bearing cash at end of year2012-07-31$15,963
Total non interest bearing cash at beginning of year2012-07-31$3,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Value of net income/loss2012-07-31$1,220,094
Value of net assets at end of year (total assets less liabilities)2012-07-31$113,019,582
Value of net assets at beginning of year (total assets less liabilities)2012-07-31$111,799,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-07-31No
Were any leases to which the plan was party in default or uncollectible2012-07-31No
Investment advisory and management fees2012-07-31$360,315
Value of interest in master investment trust accounts at end of year2012-07-31$114,868,833
Value of interest in master investment trust accounts at beginning of year2012-07-31$113,573,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-07-31No
Was there a failure to transmit to the plan any participant contributions2012-07-31No
Has the plan failed to provide any benefit when due under the plan2012-07-31No
Contributions received in cash from employer2012-07-31$7,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-07-31$8,418,207
Contract administrator fees2012-07-31$84,028
Did the plan have assets held for investment2012-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-07-31Yes
Opinion of an independent qualified public accountant for this plan2012-07-31Disclaimer
Accountancy firm name2012-07-31KPMG LLP
Accountancy firm EIN2012-07-31135565207
2011 : PALL CORPORATION CASH BALANCE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$2,089,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$4,176,609
Total income from all sources (including contributions)2011-07-31$28,740,130
Total loss/gain on sale of assets2011-07-31$0
Total of all expenses incurred2011-07-31$8,284,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-07-31$7,438,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-07-31$16,510,401
Value of total assets at end of year2011-07-31$113,888,961
Value of total assets at beginning of year2011-07-31$95,520,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-07-31$845,810
Total interest from all sources2011-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-07-31No
Was this plan covered by a fidelity bond2011-07-31Yes
Value of fidelity bond cover2011-07-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
Were there any nonexempt tranactions with any party-in-interest2011-07-31No
Contributions received from participants2011-07-31$16,510,401
Assets. Other investments not covered elsewhere at end of year2011-07-31$7,902
Assets. Other investments not covered elsewhere at beginning of year2011-07-31$6,981
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-07-31$304,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-07-31$328,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-07-31$2,061,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-07-31$4,107,236
Administrative expenses (other) incurred2011-07-31$354,379
Liabilities. Value of operating payables at end of year2011-07-31$27,952
Liabilities. Value of operating payables at beginning of year2011-07-31$69,373
Total non interest bearing cash at end of year2011-07-31$3,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Value of net income/loss2011-07-31$20,455,349
Value of net assets at end of year (total assets less liabilities)2011-07-31$111,799,488
Value of net assets at beginning of year (total assets less liabilities)2011-07-31$91,344,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-07-31No
Were any leases to which the plan was party in default or uncollectible2011-07-31No
Investment advisory and management fees2011-07-31$399,215
Value of interest in master investment trust accounts at end of year2011-07-31$113,573,572
Value of interest in master investment trust accounts at beginning of year2011-07-31$95,184,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-07-31No
Was there a failure to transmit to the plan any participant contributions2011-07-31No
Has the plan failed to provide any benefit when due under the plan2011-07-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-07-31$7,438,971
Contract administrator fees2011-07-31$92,216
Did the plan have assets held for investment2011-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-07-31Yes
Opinion of an independent qualified public accountant for this plan2011-07-31Disclaimer
Accountancy firm name2011-07-31KPMG LLP
Accountancy firm EIN2011-07-31135565207
2010 : PALL CORPORATION CASH BALANCE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for PALL CORPORATION CASH BALANCE PENSION PLAN

2015: PALL CORPORATION CASH BALANCE PENSION PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingYes
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: PALL CORPORATION CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: PALL CORPORATION CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: PALL CORPORATION CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: PALL CORPORATION CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2010: PALL CORPORATION CASH BALANCE PENSION PLAN 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Submission has been amendedYes
2010-08-01This submission is the final filingNo
2010-08-01This return/report is a short plan year return/report (less than 12 months)No
2010-08-01Plan is a collectively bargained planNo
2010-08-01Plan funding arrangement – TrustYes
2010-08-01Plan benefit arrangement - TrustYes
2009: PALL CORPORATION CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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