SIEMENS CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES
Measure | Date | Value |
---|
2021 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $80,426,890 |
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 | $11,926 |
Total income from all sources (including contributions) | 2021-12-31 | $15,374,855 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,278,828 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,236,169 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $42,659 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $7,268,086 |
Value of total assets at end of year | 2021-12-31 | $0 |
Value of total assets at beginning of year | 2021-12-31 | $72,342,789 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $122,754 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,904,807 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $3,309,328 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $7,829 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $38,821 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $8,096,027 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $72,330,863 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest on participant loans | 2021-12-31 | $122,754 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $68,965,947 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,324,458 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $59,685 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,236,169 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $11,926 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2021-12-31 | 346565596 |
2020 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $101,554 |
Total transfer of assets from this plan | 2020-12-31 | $119,869,999 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $11,926 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $181,007 |
Total income from all sources (including contributions) | 2020-12-31 | $21,486,187 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $23,634,770 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $23,634,770 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $12,331,020 |
Value of total assets at end of year | 2020-12-31 | $72,342,789 |
Value of total assets at beginning of year | 2020-12-31 | $194,428,898 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $266,944 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $8,663,577 |
Participant contributions at end of year | 2020-12-31 | $3,309,328 |
Participant contributions at beginning of year | 2020-12-31 | $6,923,227 |
Participant contributions at end of year | 2020-12-31 | $7,829 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $93,892 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $320,606 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-2,148,583 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $72,330,863 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $194,247,891 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Interest on participant loans | 2020-12-31 | $266,944 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $68,965,947 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $186,741,127 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $3,573,551 |
Employer contributions (assets) at end of year | 2020-12-31 | $59,685 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $443,938 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $23,634,770 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $11,926 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $181,007 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2020-12-31 | 346565596 |
2019 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $4,065,324 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $181,007 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $286,008 |
Total income from all sources (including contributions) | 2019-12-31 | $45,303,930 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $30,138,686 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $29,618,692 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $519,994 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $16,208,193 |
Value of total assets at end of year | 2019-12-31 | $194,428,898 |
Value of total assets at beginning of year | 2019-12-31 | $175,303,331 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $316,154 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $10,859,355 |
Participant contributions at end of year | 2019-12-31 | $6,923,227 |
Participant contributions at beginning of year | 2019-12-31 | $9,228,680 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $419,459 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $320,606 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $15,165,244 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $194,247,891 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $175,017,323 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Interest on participant loans | 2019-12-31 | $316,154 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $186,741,127 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $165,366,479 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $4,929,379 |
Employer contributions (assets) at end of year | 2019-12-31 | $443,938 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $708,172 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $29,618,692 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $181,007 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $286,008 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2019-12-31 | 346565596 |
2018 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $33,922,997 |
Total transfer of assets from this plan | 2018-12-31 | $56,271,500 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $286,008 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $122,413 |
Total income from all sources (including contributions) | 2018-12-31 | $9,962,299 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $17,294,849 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $17,294,849 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $16,672,237 |
Value of total assets at end of year | 2018-12-31 | $175,303,331 |
Value of total assets at beginning of year | 2018-12-31 | $204,820,789 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $286,545 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $10,993,898 |
Participant contributions at end of year | 2018-12-31 | $9,228,680 |
Participant contributions at beginning of year | 2018-12-31 | $8,184,003 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-7,332,550 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $175,017,323 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $204,698,376 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest on participant loans | 2018-12-31 | $286,545 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $165,366,479 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $195,338,711 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $5,678,339 |
Employer contributions (assets) at end of year | 2018-12-31 | $708,172 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,298,075 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $17,294,849 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $286,008 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $122,413 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2018-12-31 | 346565596 |
2017 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $705,887 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $122,413 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $70,072 |
Total income from all sources (including contributions) | 2017-12-31 | $41,460,312 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $17,442,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $17,442,082 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $19,892,002 |
Value of total assets at end of year | 2017-12-31 | $204,820,789 |
Value of total assets at beginning of year | 2017-12-31 | $181,456,105 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $263,868 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $1,181 |
Contributions received from participants | 2017-12-31 | $12,509,953 |
Participant contributions at end of year | 2017-12-31 | $8,184,003 |
Participant contributions at beginning of year | 2017-12-31 | $7,919,168 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $24,018,230 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $204,698,376 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $181,386,033 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest on participant loans | 2017-12-31 | $263,868 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $195,338,711 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $172,251,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $7,382,049 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,298,075 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,285,642 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $17,442,082 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $122,413 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $70,072 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2017-12-31 | 346565596 |
2016 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $10,726 |
Total transfer of assets from this plan | 2016-12-31 | $2,121,378 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $70,072 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $99 |
Total income from all sources (including contributions) | 2016-12-31 | $29,810,355 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $15,799,598 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $15,799,598 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $18,909,583 |
Value of total assets at end of year | 2016-12-31 | $181,456,105 |
Value of total assets at beginning of year | 2016-12-31 | $169,486,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $245,267 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $1,181 |
Contributions received from participants | 2016-12-31 | $11,297,316 |
Participant contributions at end of year | 2016-12-31 | $7,919,168 |
Participant contributions at beginning of year | 2016-12-31 | $7,858,372 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $14,010,757 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $181,386,033 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $169,485,928 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest on participant loans | 2016-12-31 | $245,267 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $172,251,295 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $160,297,790 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $7,612,267 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,285,642 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,329,865 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $15,799,598 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $70,072 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $99 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2016-12-31 | 346565596 |
2015 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $7,926,165 |
Total transfer of assets from this plan | 2015-12-31 | $2,581,367 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $99 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $22,424,658 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $12,561,040 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $12,561,040 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $25,991,818 |
Value of total assets at end of year | 2015-12-31 | $169,486,027 |
Value of total assets at beginning of year | 2015-12-31 | $154,277,512 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $251,228 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $17,713,595 |
Participant contributions at end of year | 2015-12-31 | $7,858,372 |
Participant contributions at beginning of year | 2015-12-31 | $7,299,759 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $9,863,618 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $169,485,928 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $154,277,512 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest on participant loans | 2015-12-31 | $251,228 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $160,297,790 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $145,822,785 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $8,278,223 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,329,865 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,154,968 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $12,561,040 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $99 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2015-12-31 | 346565596 |
2014 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $8,076,927 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $50,369 |
Total income from all sources (including contributions) | 2014-12-31 | $24,016,809 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $13,272,471 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $13,231,823 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $40,648 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $17,492,367 |
Value of total assets at end of year | 2014-12-31 | $154,277,512 |
Value of total assets at beginning of year | 2014-12-31 | $151,660,470 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $235,588 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $10,409,653 |
Participant contributions at end of year | 2014-12-31 | $7,299,759 |
Participant contributions at beginning of year | 2014-12-31 | $6,972,833 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $10,744,338 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $154,277,512 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $151,610,101 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest on participant loans | 2014-12-31 | $235,588 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $145,822,785 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $143,511,495 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $7,082,714 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,154,968 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,176,142 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $13,231,823 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $50,369 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2014-12-31 | 346565596 |
2013 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $833,901 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $50,369 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $223,274 |
Total income from all sources (including contributions) | 2013-12-31 | $31,614,510 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $13,281,917 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $13,253,535 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $28,382 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $18,004,521 |
Value of total assets at end of year | 2013-12-31 | $151,660,470 |
Value of total assets at beginning of year | 2013-12-31 | $134,334,683 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $210,633 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $11,112,767 |
Participant contributions at end of year | 2013-12-31 | $6,972,833 |
Participant contributions at beginning of year | 2013-12-31 | $6,241,440 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $18,332,593 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $151,610,101 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $134,111,409 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest on participant loans | 2013-12-31 | $210,633 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $143,511,495 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $126,841,243 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $6,891,754 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,176,142 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,252,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $13,253,535 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $50,369 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $223,274 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2013-12-31 | 346565596 |
2012 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $950,974 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $223,274 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $13,809 |
Total income from all sources (including contributions) | 2012-12-31 | $26,763,331 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $11,700,288 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $11,733,395 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $-33,107 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $17,614,691 |
Value of total assets at end of year | 2012-12-31 | $134,334,683 |
Value of total assets at beginning of year | 2012-12-31 | $120,013,149 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $198,674 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $10,912,550 |
Participant contributions at end of year | 2012-12-31 | $6,241,440 |
Participant contributions at beginning of year | 2012-12-31 | $5,811,273 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $15,063,043 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $134,111,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $119,999,340 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest on participant loans | 2012-12-31 | $198,674 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $126,841,243 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $112,871,281 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $6,702,141 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,252,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,330,595 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $11,733,395 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $223,274 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $13,809 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $56,367,437 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $13,809 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $17,521 |
Total income from all sources (including contributions) | 2011-12-31 | $12,360,464 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $12,400,899 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $12,508,815 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $-107,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $16,947,779 |
Value of total assets at end of year | 2011-12-31 | $120,013,149 |
Value of total assets at beginning of year | 2011-12-31 | $176,424,733 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $237,509 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $10,694,308 |
Participant contributions at end of year | 2011-12-31 | $5,811,273 |
Participant contributions at beginning of year | 2011-12-31 | $6,919,581 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $17,521 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-40,435 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $119,999,340 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $176,407,212 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest on participant loans | 2011-12-31 | $237,509 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $112,871,281 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $169,505,152 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $6,253,471 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,330,595 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $12,508,815 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $13,809 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : SIEMENS SAVINGS PLAN FOR UNION EMPLOYEES 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $2,048,215 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $17,521 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $55,984 |
Total income from all sources (including contributions) | 2010-12-31 | $30,454,483 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $13,390,095 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $13,281,384 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $108,711 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $13,109,300 |
Value of total assets at end of year | 2010-12-31 | $176,424,733 |
Value of total assets at beginning of year | 2010-12-31 | $157,350,593 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $266,706 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $9,649,507 |
Participant contributions at end of year | 2010-12-31 | $6,919,581 |
Participant contributions at beginning of year | 2010-12-31 | $6,379,376 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $17,521 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $55,984 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $17,064,388 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $176,407,212 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $157,294,609 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest on participant loans | 2010-12-31 | $266,706 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $169,505,152 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $150,971,217 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,459,793 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $13,281,384 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |