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SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 401k Plan overview

Plan NameSIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES
Plan identification number 024

SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:SIEMENS CORPORATION
Employer identification number (EIN):132623356
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about SIEMENS CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2198655

More information about SIEMENS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0242022-01-01EWOUT NAARDING2023-09-07
0242021-01-01EWOUT NAARDING2022-10-06
0242020-01-01EWOUT NAARDING2021-10-08
0242019-01-01EWOUT NAARDING2020-09-30
0242018-01-01MARTHA VANCE2019-10-15
0242017-01-01THOMAS STORR2018-10-12
0242016-01-01THOMAS STORR2018-01-26
0242015-01-01SIGRID DENGLER
0242014-01-01KARIN ALLERAUN
0242013-01-01KARIN ALLERAUN
0242012-01-01KARIN ALLERAUN
0242011-01-01DANIEL NAVATTA
0242010-01-01DANIEL NAVATTA
0242009-01-01DANIEL NAVATTA DANIEL NAVATTA2010-10-14

Plan Statistics for SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES

401k plan membership statisitcs for SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES

Measure Date Value
2015: SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-0189
Total number of active participants reported on line 7a of the Form 55002015-01-0159
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0182
Number of participants with account balances2015-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-0185
Total number of active participants reported on line 7a of the Form 55002014-01-0155
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0177
Number of participants with account balances2014-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-0174
Total number of active participants reported on line 7a of the Form 55002013-01-0178
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0198
Number of participants with account balances2013-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01171
Total number of active participants reported on line 7a of the Form 55002012-01-0177
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0195
Number of participants with account balances2012-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01183
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01152
Number of participants with account balances2011-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01167
Total number of active participants reported on line 7a of the Form 55002010-01-01153
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0130
Total of all active and inactive participants2010-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01183
Number of participants with account balances2010-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01191
Total number of active participants reported on line 7a of the Form 55002009-01-01157
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01167
Number of participants with account balances2009-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES

Measure Date Value
2015 : SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$518,634
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$645,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$645,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$505,480
Value of total assets at end of year2015-12-31$8,862,039
Value of total assets at beginning of year2015-12-31$8,989,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$6,597
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$324,891
Participant contributions at end of year2015-12-31$189,352
Participant contributions at beginning of year2015-12-31$222,650
Participant contributions at end of year2015-12-31$8,856
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-127,185
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,862,039
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,989,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,001,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,733,760
Interest on participant loans2015-12-31$6,597
Value of interest in master investment trust accounts at end of year2015-12-31$3,606,473
Value of interest in master investment trust accounts at beginning of year2015-12-31$3,804,139
Value of interest in common/collective trusts at end of year2015-12-31$2,991,308
Value of interest in common/collective trusts at beginning of year2015-12-31$3,158,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$22,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$17,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$17,873
Net investment gain or loss from common/collective trusts2015-12-31$-82,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$180,589
Employer contributions (assets) at end of year2015-12-31$42,082
Employer contributions (assets) at beginning of year2015-12-31$52,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$645,819
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$242,795
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$0
Total income from all sources (including contributions)2014-12-31$1,188,001
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$452,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$452,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$523,941
Value of total assets at end of year2014-12-31$8,989,224
Value of total assets at beginning of year2014-12-31$8,496,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$7,703
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$323,763
Participant contributions at end of year2014-12-31$222,650
Participant contributions at beginning of year2014-12-31$263,394
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$735,212
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,989,224
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,496,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,733,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,321,703
Interest on participant loans2014-12-31$7,703
Value of interest in master investment trust accounts at end of year2014-12-31$3,804,139
Value of interest in master investment trust accounts at beginning of year2014-12-31$4,039,611
Value of interest in common/collective trusts at end of year2014-12-31$3,158,096
Value of interest in common/collective trusts at beginning of year2014-12-31$2,806,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$17,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$21,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$21,231
Net investment gain or loss from common/collective trusts2014-12-31$574,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$200,178
Employer contributions (assets) at end of year2014-12-31$52,706
Employer contributions (assets) at beginning of year2014-12-31$43,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$452,789
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,367,458
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$58,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$58,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$528,541
Value of total assets at end of year2013-12-31$8,496,807
Value of total assets at beginning of year2013-12-31$7,187,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$7,450
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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$327,561
Participant contributions at end of year2013-12-31$263,394
Participant contributions at beginning of year2013-12-31$162,815
Participant contributions at end of year2013-12-31$795
Participant contributions at beginning of year2013-12-31$9,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,309,050
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,496,807
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,187,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,321,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,091,494
Interest on participant loans2013-12-31$7,450
Value of interest in master investment trust accounts at end of year2013-12-31$4,039,611
Value of interest in master investment trust accounts at beginning of year2013-12-31$3,778,751
Value of interest in common/collective trusts at end of year2013-12-31$2,806,348
Value of interest in common/collective trusts at beginning of year2013-12-31$2,077,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$21,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$21,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$21,205
Net investment gain or loss from common/collective trusts2013-12-31$746,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$200,980
Employer contributions (assets) at end of year2013-12-31$43,725
Employer contributions (assets) at beginning of year2013-12-31$46,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$58,408
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$948,687
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$261,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$261,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$461,748
Value of total assets at end of year2012-12-31$7,187,757
Value of total assets at beginning of year2012-12-31$6,500,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$6,146
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$278,883
Participant contributions at end of year2012-12-31$162,815
Participant contributions at beginning of year2012-12-31$173,664
Participant contributions at end of year2012-12-31$9,569
Participant contributions at beginning of year2012-12-31$13,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$687,046
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,187,757
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,500,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,091,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$6,146
Value of interest in master investment trust accounts at end of year2012-12-31$3,778,751
Value of interest in master investment trust accounts at beginning of year2012-12-31$3,704,754
Value of interest in common/collective trusts at end of year2012-12-31$2,077,495
Value of interest in common/collective trusts at beginning of year2012-12-31$2,545,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$21,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16,302
Net investment gain or loss from common/collective trusts2012-12-31$370,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$182,865
Employer contributions (assets) at end of year2012-12-31$46,428
Employer contributions (assets) at beginning of year2012-12-31$47,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$261,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$2,054,760
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$820,551
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$651,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$597,751
Expenses. Certain deemed distributions of participant loans2011-12-31$54,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$651,876
Value of total assets at end of year2011-12-31$6,500,711
Value of total assets at beginning of year2011-12-31$8,386,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$12,359
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$443,151
Participant contributions at end of year2011-12-31$173,664
Participant contributions at beginning of year2011-12-31$457,531
Participant contributions at end of year2011-12-31$13,247
Participant contributions at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$168,650
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,500,711
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,386,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$12,359
Value of interest in master investment trust accounts at end of year2011-12-31$3,704,754
Value of interest in master investment trust accounts at beginning of year2011-12-31$4,883,089
Value of interest in common/collective trusts at end of year2011-12-31$2,545,162
Value of interest in common/collective trusts at beginning of year2011-12-31$2,958,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$37,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$37,577
Net investment gain or loss from common/collective trusts2011-12-31$26,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$208,725
Employer contributions (assets) at end of year2011-12-31$47,582
Employer contributions (assets) at beginning of year2011-12-31$50,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$597,751
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,528
Total income from all sources (including contributions)2010-12-31$1,322,106
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$509,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$414,964
Expenses. Certain deemed distributions of participant loans2010-12-31$94,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$673,283
Value of total assets at end of year2010-12-31$8,386,821
Value of total assets at beginning of year2010-12-31$7,575,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$20,638
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$435,821
Participant contributions at end of year2010-12-31$457,531
Participant contributions at beginning of year2010-12-31$511,514
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$478
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$1,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$812,747
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,386,821
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,574,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$20,638
Value of interest in master investment trust accounts at end of year2010-12-31$4,883,089
Value of interest in master investment trust accounts at beginning of year2010-12-31$4,314,591
Value of interest in common/collective trusts at end of year2010-12-31$2,958,056
Value of interest in common/collective trusts at beginning of year2010-12-31$2,614,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$37,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$57,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$57,623
Net investment gain or loss from common/collective trusts2010-12-31$365,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$237,462
Employer contributions (assets) at end of year2010-12-31$50,568
Employer contributions (assets) at beginning of year2010-12-31$77,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$414,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SIEMENS CORPORATION SAVINGS PLAN FOR PUERTO RICO EMPLOYEES

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

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