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Plan Name | EMR USA RETIREMENT SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | EMR (USA HOLDINGS) INC. |
Employer identification number (EIN): | 141976472 |
NAIC Classification: | 331110 |
NAIC Description: | Iron and Steel Mills and Ferroalloy Manufacturing |
Additional information about EMR (USA HOLDINGS) INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2016-02-25 |
Company Identification Number: | 0802400550 |
Legal Registered Office Address: |
3636 S I 10 SERVICE RD W STE 101 METAIRIE United States of America (USA) 70001 |
More information about EMR (USA HOLDINGS) INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DAVID FARNSWORTH | |||
001 | 2016-01-01 | DAVID FARNSWORTH | |||
001 | 2015-01-01 | DAVID FARNSWORTH | |||
001 | 2014-01-01 | DAVID FARNSWORTH | |||
001 | 2013-01-01 | DAVID FARNSWORTH | |||
001 | 2012-01-01 | DAVID FARNSWORTH | |||
001 | 2011-01-01 | JOHN KAMMERER | |||
001 | 2010-01-01 | ERIC RIPOLI | |||
001 | 2009-01-01 | DAVID FARNSWORTH |
Measure | Date | Value |
---|---|---|
2022: EMR USA RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,745 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,691 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 303 |
Total of all active and inactive participants | 2022-01-01 | 1,994 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 13 |
Total participants | 2022-01-01 | 2,007 |
Number of participants with account balances | 2022-01-01 | 1,520 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: EMR USA RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,782 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,447 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 287 |
Total of all active and inactive participants | 2021-01-01 | 1,734 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 11 |
Total participants | 2021-01-01 | 1,745 |
Number of participants with account balances | 2021-01-01 | 1,221 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: EMR USA RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,923 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,534 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 243 |
Total of all active and inactive participants | 2020-01-01 | 1,777 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 5 |
Total participants | 2020-01-01 | 1,782 |
Number of participants with account balances | 2020-01-01 | 1,278 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: EMR USA RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,893 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,703 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 215 |
Total of all active and inactive participants | 2019-01-01 | 1,918 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 5 |
Total participants | 2019-01-01 | 1,923 |
Number of participants with account balances | 2019-01-01 | 1,356 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: EMR USA RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,667 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,704 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 185 |
Total of all active and inactive participants | 2018-01-01 | 1,889 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 1,893 |
Number of participants with account balances | 2018-01-01 | 1,062 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: EMR USA RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,735 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,478 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 185 |
Total of all active and inactive participants | 2017-01-01 | 1,663 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 4 |
Total participants | 2017-01-01 | 1,667 |
Number of participants with account balances | 2017-01-01 | 840 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: EMR USA RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,766 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,526 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 205 |
Total of all active and inactive participants | 2016-01-01 | 1,731 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 1,735 |
Number of participants with account balances | 2016-01-01 | 900 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: EMR USA RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2,195 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,616 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 147 |
Total of all active and inactive participants | 2015-01-01 | 1,763 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 1,766 |
Number of participants with account balances | 2015-01-01 | 913 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: EMR USA RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,516 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,995 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 200 |
Total of all active and inactive participants | 2014-01-01 | 2,195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2,195 |
Number of participants with account balances | 2014-01-01 | 1,007 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: EMR USA RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,253 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,027 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 489 |
Total of all active and inactive participants | 2013-01-01 | 1,516 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 1,516 |
Number of participants with account balances | 2013-01-01 | 912 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: EMR USA RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 996 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,085 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 168 |
Total of all active and inactive participants | 2012-01-01 | 1,253 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 1,253 |
Number of participants with account balances | 2012-01-01 | 644 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: EMR USA RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 845 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 817 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 179 |
Total of all active and inactive participants | 2011-01-01 | 996 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 996 |
Number of participants with account balances | 2011-01-01 | 629 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: EMR USA RETIREMENT SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 509 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 653 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 192 |
Total of all active and inactive participants | 2010-01-01 | 845 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 845 |
Number of participants with account balances | 2010-01-01 | 590 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: EMR USA RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 638 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 416 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 93 |
Total of all active and inactive participants | 2009-01-01 | 509 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 509 |
Number of participants with account balances | 2009-01-01 | 390 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : EMR USA RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $102 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $18 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,592,253 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $6,621,721 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,417,193 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,073,678 |
Value of total assets at end of year | 2022-12-31 | $61,215,922 |
Value of total assets at beginning of year | 2022-12-31 | $69,429,812 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $204,528 |
Total interest from all sources | 2022-12-31 | $112,571 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,960,505 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,960,505 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,424,191 |
Participant contributions at end of year | 2022-12-31 | $2,033,147 |
Participant contributions at beginning of year | 2022-12-31 | $1,894,348 |
Participant contributions at end of year | 2022-12-31 | $32,331 |
Participant contributions at beginning of year | 2022-12-31 | $20 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $654,012 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $728,150 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,043,096 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $102 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $18 |
Other income not declared elsewhere | 2022-12-31 | $-122,237 |
Administrative expenses (other) incurred | 2022-12-31 | $204,528 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-8,213,974 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $61,215,820 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $69,429,794 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $55,027,410 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $62,673,568 |
Interest on participant loans | 2022-12-31 | $86,973 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $3,356,794 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $4,077,581 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $4,077,581 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $25,598 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-11,616,770 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,606,391 |
Employer contributions (assets) at end of year | 2022-12-31 | $112,228 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $56,145 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,417,193 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2022-12-31 | 721396621 |
2021 : EMR USA RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $18 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $14,664,108 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,350,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,115,167 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $33,934 |
Value of total corrective distributions | 2021-12-31 | $100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $6,878,829 |
Value of total assets at end of year | 2021-12-31 | $69,429,812 |
Value of total assets at beginning of year | 2021-12-31 | $62,116,186 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $201,299 |
Total interest from all sources | 2021-12-31 | $105,233 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,096,754 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,096,754 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,896,477 |
Participant contributions at end of year | 2021-12-31 | $1,894,348 |
Participant contributions at beginning of year | 2021-12-31 | $2,098,036 |
Participant contributions at end of year | 2021-12-31 | $20 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $728,150 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $400,993 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $699,981 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $18 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $43,744 |
Administrative expenses (other) incurred | 2021-12-31 | $201,299 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $270 |
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 | $7,313,608 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $69,429,794 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $62,116,186 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $62,673,568 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $56,950,716 |
Interest on participant loans | 2021-12-31 | $95,790 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $4,077,581 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,621,209 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,621,209 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $9,443 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,539,548 |
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 | $2,282,371 |
Employer contributions (assets) at end of year | 2021-12-31 | $56,145 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $44,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,115,167 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2021-12-31 | 721396621 |
2020 : EMR USA RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $11,954,674 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $10,052,505 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $9,877,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,549,706 |
Value of total assets at end of year | 2020-12-31 | $62,116,186 |
Value of total assets at beginning of year | 2020-12-31 | $60,214,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $174,969 |
Total interest from all sources | 2020-12-31 | $123,589 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,207,120 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,207,120 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,418,941 |
Participant contributions at end of year | 2020-12-31 | $2,098,036 |
Participant contributions at beginning of year | 2020-12-31 | $2,275,072 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $400,993 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $358,424 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $88,233 |
Other income not declared elsewhere | 2020-12-31 | $-5,491 |
Administrative expenses (other) incurred | 2020-12-31 | $174,969 |
Total non interest bearing cash at end of year | 2020-12-31 | $270 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $2 |
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 | $1,902,169 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $62,116,186 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $60,214,017 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $56,950,716 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $55,235,676 |
Interest on participant loans | 2020-12-31 | $110,921 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,621,209 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,282,367 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,282,367 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $12,668 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,079,750 |
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 | $2,042,532 |
Employer contributions (assets) at end of year | 2020-12-31 | $44,962 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $62,476 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $9,877,536 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2020-12-31 | 721396621 |
2019 : EMR USA RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $14,994,753 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,479,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,263,709 |
Value of total corrective distributions | 2019-12-31 | $265 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,957,330 |
Value of total assets at end of year | 2019-12-31 | $60,214,017 |
Value of total assets at beginning of year | 2019-12-31 | $49,698,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $215,112 |
Total interest from all sources | 2019-12-31 | $136,790 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,330,260 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,330,260 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,530,746 |
Participant contributions at end of year | 2019-12-31 | $2,275,072 |
Participant contributions at beginning of year | 2019-12-31 | $1,804,697 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $12,783 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $358,424 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $336,256 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $359,443 |
Other income not declared elsewhere | 2019-12-31 | $6,697 |
Administrative expenses (other) incurred | 2019-12-31 | $215,112 |
Total non interest bearing cash at end of year | 2019-12-31 | $2 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $152 |
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 | $10,515,667 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $60,214,017 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $49,698,350 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $55,235,676 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $45,301,204 |
Interest on participant loans | 2019-12-31 | $102,904 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $31,343 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,282,367 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,149,354 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,149,354 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $33,886 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,563,365 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $311 |
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 | Yes |
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 | $2,067,141 |
Employer contributions (assets) at end of year | 2019-12-31 | $62,476 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $62,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,263,709 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2019-12-31 | 721396621 |
2018 : EMR USA RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $1,043,281 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,369,942 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,167,370 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,939,465 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $3,015 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,963,498 |
Value of total assets at end of year | 2018-12-31 | $49,698,350 |
Value of total assets at beginning of year | 2018-12-31 | $51,452,497 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $224,890 |
Total interest from all sources | 2018-12-31 | $91,444 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,538,192 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,538,192 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
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 | $3,084,403 |
Participant contributions at end of year | 2018-12-31 | $1,804,697 |
Participant contributions at beginning of year | 2018-12-31 | $1,580,257 |
Participant contributions at end of year | 2018-12-31 | $12,783 |
Participant contributions at beginning of year | 2018-12-31 | $1,334 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $336,256 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $222,933 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $35,071 |
Other income not declared elsewhere | 2018-12-31 | $447 |
Administrative expenses (other) incurred | 2018-12-31 | $224,890 |
Total non interest bearing cash at end of year | 2018-12-31 | $152 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $598 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,797,428 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $49,698,350 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $51,452,497 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $45,301,204 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $47,602,001 |
Interest on participant loans | 2018-12-31 | $74,012 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $31,343 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,149,354 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $2,044,627 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $2,044,627 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $17,432 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,223,693 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $54 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,844,024 |
Employer contributions (assets) at end of year | 2018-12-31 | $62,561 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $747 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,939,465 |
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 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2018-12-31 | 721396621 |
2017 : EMR USA RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $10,206,056 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $5,337,540 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,113,677 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $4,529 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,329,072 |
Value of total assets at end of year | 2017-12-31 | $51,452,497 |
Value of total assets at beginning of year | 2017-12-31 | $46,583,981 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $219,334 |
Total interest from all sources | 2017-12-31 | $88,667 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,232,026 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,232,026 |
Administrative expenses professional fees incurred | 2017-12-31 | $10,500 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,691,104 |
Participant contributions at end of year | 2017-12-31 | $1,580,257 |
Participant contributions at beginning of year | 2017-12-31 | $1,510,469 |
Participant contributions at end of year | 2017-12-31 | $1,334 |
Participant contributions at beginning of year | 2017-12-31 | $1,297 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $222,933 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $65,365 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $40,142 |
Other income not declared elsewhere | 2017-12-31 | $-2,406 |
Administrative expenses (other) incurred | 2017-12-31 | $208,834 |
Total non interest bearing cash at end of year | 2017-12-31 | $598 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $2,349 |
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 | $4,868,516 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $51,452,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $46,583,981 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $47,602,001 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $41,952,582 |
Interest on participant loans | 2017-12-31 | $67,282 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $2,044,627 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,051,159 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,051,159 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $21,385 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,558,697 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,597,826 |
Employer contributions (assets) at end of year | 2017-12-31 | $747 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $760 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,113,677 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2017-12-31 | 721396621 |
2016 : EMR USA RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $7,399,195 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $7,868,732 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $7,658,757 |
Value of total corrective distributions | 2016-12-31 | $333 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,039,033 |
Value of total assets at end of year | 2016-12-31 | $46,583,981 |
Value of total assets at beginning of year | 2016-12-31 | $47,053,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $209,642 |
Total interest from all sources | 2016-12-31 | $77,424 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $950,907 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $950,907 |
Administrative expenses professional fees incurred | 2016-12-31 | $10,500 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,506,328 |
Participant contributions at end of year | 2016-12-31 | $1,510,469 |
Participant contributions at beginning of year | 2016-12-31 | $1,676,801 |
Participant contributions at end of year | 2016-12-31 | $1,297 |
Participant contributions at beginning of year | 2016-12-31 | $22,832 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $65,365 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $374,273 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $19,200 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $199,142 |
Total non interest bearing cash at end of year | 2016-12-31 | $2,349 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-469,537 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $46,583,981 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $47,053,518 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $41,952,582 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $42,276,684 |
Interest on participant loans | 2016-12-31 | $67,598 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,051,159 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $2,681,864 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $2,681,864 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $9,826 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,331,831 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,513,505 |
Employer contributions (assets) at end of year | 2016-12-31 | $760 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $21,064 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $7,658,757 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2016-12-31 | 721396621 |
2015 : EMR USA RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $26,131 |
Total income from all sources (including contributions) | 2015-12-31 | $4,283,170 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $5,546,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,432,495 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $-10,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,492,677 |
Value of total assets at end of year | 2015-12-31 | $47,053,518 |
Value of total assets at beginning of year | 2015-12-31 | $48,342,866 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $124,396 |
Total interest from all sources | 2015-12-31 | $76,284 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,345,201 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,345,201 |
Administrative expenses professional fees incurred | 2015-12-31 | $10,000 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
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 | $2,661,685 |
Participant contributions at end of year | 2015-12-31 | $1,676,801 |
Participant contributions at beginning of year | 2015-12-31 | $1,499,367 |
Participant contributions at end of year | 2015-12-31 | $22,832 |
Participant contributions at beginning of year | 2015-12-31 | $7,618 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $374,273 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $277,184 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $3,060,048 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $26,131 |
Other income not declared elsewhere | 2015-12-31 | $-3,683 |
Administrative expenses (other) incurred | 2015-12-31 | $114,396 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $26,131 |
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 | $-1,263,217 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $47,053,518 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $48,316,735 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $42,276,684 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $36,898,612 |
Interest on participant loans | 2015-12-31 | $73,520 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $6,846,365 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $2,681,864 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $2,764 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,574,538 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-52,771 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,553,808 |
Employer contributions (assets) at end of year | 2015-12-31 | $21,064 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $4,725 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,432,495 |
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 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2015-12-31 | 721396621 |
2014 : EMR USA RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $3,053,525 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $26,131 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $65 |
Total income from all sources (including contributions) | 2014-12-31 | $6,660,266 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,533,760 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,497,484 |
Value of total corrective distributions | 2014-12-31 | $1,144 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,352,018 |
Value of total assets at end of year | 2014-12-31 | $48,342,866 |
Value of total assets at beginning of year | 2014-12-31 | $41,136,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $35,132 |
Total interest from all sources | 2014-12-31 | $70,217 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,326,574 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,326,574 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,617,918 |
Participant contributions at end of year | 2014-12-31 | $1,499,367 |
Participant contributions at beginning of year | 2014-12-31 | $1,333,945 |
Participant contributions at end of year | 2014-12-31 | $7,618 |
Participant contributions at beginning of year | 2014-12-31 | $20,601 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $217,612 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $3,060,048 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $2,692 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $26,131 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $65 |
Other income not declared elsewhere | 2014-12-31 | $103 |
Total non interest bearing cash at end of year | 2014-12-31 | $26,131 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $65 |
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 | $4,126,506 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $48,316,735 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $41,136,704 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $36,898,612 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $32,771,429 |
Interest on participant loans | 2014-12-31 | $70,217 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $6,846,365 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $6,999,145 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-162,168 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $73,522 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,516,488 |
Employer contributions (assets) at end of year | 2014-12-31 | $4,725 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $8,892 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,497,484 |
Contract administrator fees | 2014-12-31 | $35,132 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2014-12-31 | 721396621 |
2013 : EMR USA RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $3,502,213 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $65 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $18,877 |
Total income from all sources (including contributions) | 2013-12-31 | $9,547,260 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,726,041 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,620,495 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $5,974 |
Value of total corrective distributions | 2013-12-31 | $72,846 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,278,172 |
Value of total assets at end of year | 2013-12-31 | $41,136,769 |
Value of total assets at beginning of year | 2013-12-31 | $30,832,149 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $26,726 |
Total interest from all sources | 2013-12-31 | $60,714 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,301,361 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,301,361 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,572,983 |
Participant contributions at end of year | 2013-12-31 | $1,333,945 |
Participant contributions at beginning of year | 2013-12-31 | $1,205,092 |
Participant contributions at end of year | 2013-12-31 | $20,601 |
Participant contributions at beginning of year | 2013-12-31 | $9 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $115,838 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $2,692 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $586 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $65 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $2,678 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $18,877 |
Total non interest bearing cash at end of year | 2013-12-31 | $65 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $12,536 |
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 | $6,821,219 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $41,136,704 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $30,813,272 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $32,771,429 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $23,745,436 |
Interest on participant loans | 2013-12-31 | $60,707 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $6,999,145 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,868,481 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $7 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,929,045 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-24,710 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,589,351 |
Employer contributions (assets) at end of year | 2013-12-31 | $8,892 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $9 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,620,495 |
Contract administrator fees | 2013-12-31 | $26,726 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2013-12-31 | 721396621 |
2012 : EMR USA RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $18,877 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $61,789 |
Total income from all sources (including contributions) | 2012-12-31 | $6,174,010 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,106,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,087,426 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,836,562 |
Value of total assets at end of year | 2012-12-31 | $30,832,149 |
Value of total assets at beginning of year | 2012-12-31 | $27,807,206 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $18,729 |
Total interest from all sources | 2012-12-31 | $59,239 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $713,576 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $713,576 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,770,372 |
Participant contributions at end of year | 2012-12-31 | $1,205,092 |
Participant contributions at beginning of year | 2012-12-31 | $1,103,823 |
Participant contributions at end of year | 2012-12-31 | $9 |
Participant contributions at beginning of year | 2012-12-31 | $4,567 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $11,241 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $586 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $36,805 |
Other income not declared elsewhere | 2012-12-31 | $389 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $18,877 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $61,789 |
Total non interest bearing cash at end of year | 2012-12-31 | $12,536 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $110,718 |
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 | $3,067,855 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $30,813,272 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $27,745,417 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $23,745,436 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $19,691,769 |
Interest on participant loans | 2012-12-31 | $59,239 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,868,481 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $6,856,822 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,562,773 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,471 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,054,949 |
Employer contributions (assets) at end of year | 2012-12-31 | $9 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,702 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,087,426 |
Contract administrator fees | 2012-12-31 | $18,729 |
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 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2012-12-31 | 721396621 |
2011 : EMR USA RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $601,344 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $61,789 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $33,081 |
Total income from all sources (including contributions) | 2011-12-31 | $2,394,534 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,620,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,600,873 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,689,771 |
Value of total assets at end of year | 2011-12-31 | $27,807,206 |
Value of total assets at beginning of year | 2011-12-31 | $27,403,175 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $19,682 |
Total interest from all sources | 2011-12-31 | $65,820 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $406,376 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $406,376 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
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 | $1,645,679 |
Participant contributions at end of year | 2011-12-31 | $1,103,823 |
Participant contributions at beginning of year | 2011-12-31 | $1,085,875 |
Participant contributions at end of year | 2011-12-31 | $4,567 |
Participant contributions at beginning of year | 2011-12-31 | $5,927 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $69,827 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $36,805 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $12,879 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $61,789 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $33,081 |
Total non interest bearing cash at end of year | 2011-12-31 | $110,718 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $20,910 |
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 | $-226,021 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $27,745,417 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $27,370,094 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $19,691,769 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $19,628,099 |
Interest on participant loans | 2011-12-31 | $65,820 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $6,856,822 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $6,648,874 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-932,777 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $165,344 |
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 | $974,265 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,702 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $611 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,600,873 |
Contract administrator fees | 2011-12-31 | $19,682 |
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 | Yes |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2011-12-31 | 721396621 |
2010 : EMR USA RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $3,714,115 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $33,081 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $32,999 |
Total income from all sources (including contributions) | 2010-12-31 | $5,080,909 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,281,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,262,711 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,262,627 |
Value of total assets at end of year | 2010-12-31 | $27,403,175 |
Value of total assets at beginning of year | 2010-12-31 | $21,889,117 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $18,337 |
Total interest from all sources | 2010-12-31 | $65,904 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $464,722 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $464,722 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
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 | $1,322,318 |
Participant contributions at end of year | 2010-12-31 | $1,085,875 |
Participant contributions at beginning of year | 2010-12-31 | $842,114 |
Participant contributions at end of year | 2010-12-31 | $5,927 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $20,888 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $12,879 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $4,792 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $33,081 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $28,207 |
Total non interest bearing cash at end of year | 2010-12-31 | $20,910 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $28,207 |
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 | $1,799,861 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $27,370,094 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $21,856,118 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $19,628,099 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $15,503,046 |
Interest on participant loans | 2010-12-31 | $65,904 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $6,648,874 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $5,515,750 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,060,278 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $227,378 |
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 | $919,421 |
Employer contributions (assets) at end of year | 2010-12-31 | $611 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,262,711 |
Contract administrator fees | 2010-12-31 | $18,337 |
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 | Yes |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | REBOWE & COMPANY |
Accountancy firm EIN | 2010-12-31 | 720843795 |
2009 : EMR USA RETIREMENT SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: EMR USA RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EMR USA RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Mulitple employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EMR USA RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Mulitple employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EMR USA RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Mulitple employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EMR USA RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Mulitple employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: EMR USA RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Mulitple employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: EMR USA RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Mulitple employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: EMR USA RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Mulitple employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: EMR USA RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Mulitple employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: EMR USA RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Mulitple employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EMR USA RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Mulitple employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EMR USA RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Mulitple employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: EMR USA RETIREMENT SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Mulitple employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EMR USA RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |