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EMR USA RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameEMR USA RETIREMENT SAVINGS PLAN
Plan identification number 001

EMR USA RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EMR (USA HOLDINGS) INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMR USA RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID FARNSWORTH
0012016-01-01DAVID FARNSWORTH
0012015-01-01DAVID FARNSWORTH
0012014-01-01DAVID FARNSWORTH
0012013-01-01DAVID FARNSWORTH
0012012-01-01DAVID FARNSWORTH
0012011-01-01JOHN KAMMERER
0012010-01-01ERIC RIPOLI
0012009-01-01DAVID FARNSWORTH

Plan Statistics for EMR USA RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for EMR USA RETIREMENT SAVINGS PLAN

Measure Date Value
2022: EMR USA RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,745
Total number of active participants reported on line 7a of the Form 55002022-01-011,691
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01303
Total of all active and inactive participants2022-01-011,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-012,007
Number of participants with account balances2022-01-011,520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMR USA RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,782
Total number of active participants reported on line 7a of the Form 55002021-01-011,447
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01287
Total of all active and inactive participants2021-01-011,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-011,745
Number of participants with account balances2021-01-011,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMR USA RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,923
Total number of active participants reported on line 7a of the Form 55002020-01-011,534
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01243
Total of all active and inactive participants2020-01-011,777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,782
Number of participants with account balances2020-01-011,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMR USA RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,893
Total number of active participants reported on line 7a of the Form 55002019-01-011,703
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01215
Total of all active and inactive participants2019-01-011,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,923
Number of participants with account balances2019-01-011,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMR USA RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,667
Total number of active participants reported on line 7a of the Form 55002018-01-011,704
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01185
Total of all active and inactive participants2018-01-011,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,893
Number of participants with account balances2018-01-011,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMR USA RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,735
Total number of active participants reported on line 7a of the Form 55002017-01-011,478
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01185
Total of all active and inactive participants2017-01-011,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,667
Number of participants with account balances2017-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMR USA RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,766
Total number of active participants reported on line 7a of the Form 55002016-01-011,526
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01205
Total of all active and inactive participants2016-01-011,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,735
Number of participants with account balances2016-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMR USA RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,195
Total number of active participants reported on line 7a of the Form 55002015-01-011,616
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01147
Total of all active and inactive participants2015-01-011,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,766
Number of participants with account balances2015-01-01913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMR USA RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,516
Total number of active participants reported on line 7a of the Form 55002014-01-011,995
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01200
Total of all active and inactive participants2014-01-012,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,195
Number of participants with account balances2014-01-011,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EMR USA RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,253
Total number of active participants reported on line 7a of the Form 55002013-01-011,027
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01489
Total of all active and inactive participants2013-01-011,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,516
Number of participants with account balances2013-01-01912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMR USA RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01996
Total number of active participants reported on line 7a of the Form 55002012-01-011,085
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01168
Total of all active and inactive participants2012-01-011,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,253
Number of participants with account balances2012-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMR USA RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01845
Total number of active participants reported on line 7a of the Form 55002011-01-01817
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01179
Total of all active and inactive participants2011-01-01996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01996
Number of participants with account balances2011-01-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMR USA RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01509
Total number of active participants reported on line 7a of the Form 55002010-01-01653
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01192
Total of all active and inactive participants2010-01-01845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01845
Number of participants with account balances2010-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMR USA RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01638
Total number of active participants reported on line 7a of the Form 55002009-01-01416
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0193
Total of all active and inactive participants2009-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01509
Number of participants with account balances2009-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMR USA RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : EMR USA RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,621,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$61,215,922
Value of total assets at beginning of year2022-12-31$69,429,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$204,528
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,960,505
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,424,191
Participant contributions at end of year2022-12-31$2,033,147
Participant contributions at beginning of year2022-12-31$1,894,348
Participant contributions at end of year2022-12-31$32,331
Participant contributions at beginning of year2022-12-31$20
Assets. Other investments not covered elsewhere at end of year2022-12-31$654,012
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$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 year2022-12-31$102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$18
Other income not declared elsewhere2022-12-31$-122,237
Administrative expenses (other) incurred2022-12-31$204,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$55,027,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$62,673,568
Interest on participant loans2022-12-31$86,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,356,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,077,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$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 assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,606,391
Employer contributions (assets) at end of year2022-12-31$112,228
Employer contributions (assets) at beginning of year2022-12-31$56,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,417,193
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2022-12-31721396621
2021 : EMR USA RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,350,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,115,167
Expenses. Certain deemed distributions of participant loans2021-12-31$33,934
Value of total corrective distributions2021-12-31$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 year2021-12-31$69,429,812
Value of total assets at beginning of year2021-12-31$62,116,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$201,299
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,096,754
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,896,477
Participant contributions at end of year2021-12-31$1,894,348
Participant contributions at beginning of year2021-12-31$2,098,036
Participant contributions at end of year2021-12-31$20
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$728,150
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$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 year2021-12-31$18
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$43,744
Administrative expenses (other) incurred2021-12-31$201,299
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$62,673,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$56,950,716
Interest on participant loans2021-12-31$95,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,077,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,621,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,282,371
Employer contributions (assets) at end of year2021-12-31$56,145
Employer contributions (assets) at beginning of year2021-12-31$44,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,115,167
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2021-12-31721396621
2020 : EMR USA RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,954,674
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,052,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$62,116,186
Value of total assets at beginning of year2020-12-31$60,214,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$174,969
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,207,120
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,418,941
Participant contributions at end of year2020-12-31$2,098,036
Participant contributions at beginning of year2020-12-31$2,275,072
Assets. Other investments not covered elsewhere at end of year2020-12-31$400,993
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$358,424
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$88,233
Other income not declared elsewhere2020-12-31$-5,491
Administrative expenses (other) incurred2020-12-31$174,969
Total non interest bearing cash at end of year2020-12-31$270
Total non interest bearing cash at beginning of year2020-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$56,950,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$55,235,676
Interest on participant loans2020-12-31$110,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,621,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,282,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,042,532
Employer contributions (assets) at end of year2020-12-31$44,962
Employer contributions (assets) at beginning of year2020-12-31$62,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,877,536
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : EMR USA RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,994,753
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,479,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,263,709
Value of total corrective distributions2019-12-31$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 year2019-12-31$60,214,017
Value of total assets at beginning of year2019-12-31$49,698,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$215,112
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,330,260
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,530,746
Participant contributions at end of year2019-12-31$2,275,072
Participant contributions at beginning of year2019-12-31$1,804,697
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$12,783
Assets. Other investments not covered elsewhere at end of year2019-12-31$358,424
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$336,256
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$359,443
Other income not declared elsewhere2019-12-31$6,697
Administrative expenses (other) incurred2019-12-31$215,112
Total non interest bearing cash at end of year2019-12-31$2
Total non interest bearing cash at beginning of year2019-12-31$152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$55,235,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$45,301,204
Interest on participant loans2019-12-31$102,904
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$31,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,282,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,149,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 trusts2019-12-31$311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,067,141
Employer contributions (assets) at end of year2019-12-31$62,476
Employer contributions (assets) at beginning of year2019-12-31$62,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,263,709
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2019-12-31721396621
2018 : EMR USA RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,167,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,939,465
Expenses. Certain deemed distributions of participant loans2018-12-31$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 year2018-12-31$49,698,350
Value of total assets at beginning of year2018-12-31$51,452,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$224,890
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,538,192
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,084,403
Participant contributions at end of year2018-12-31$1,804,697
Participant contributions at beginning of year2018-12-31$1,580,257
Participant contributions at end of year2018-12-31$12,783
Participant contributions at beginning of year2018-12-31$1,334
Assets. Other investments not covered elsewhere at end of year2018-12-31$336,256
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$222,933
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$35,071
Other income not declared elsewhere2018-12-31$447
Administrative expenses (other) incurred2018-12-31$224,890
Total non interest bearing cash at end of year2018-12-31$152
Total non interest bearing cash at beginning of year2018-12-31$598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$45,301,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$47,602,001
Interest on participant loans2018-12-31$74,012
Value of interest in common/collective trusts at end of year2018-12-31$31,343
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,149,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,044,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$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 trusts2018-12-31$54
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,844,024
Employer contributions (assets) at end of year2018-12-31$62,561
Employer contributions (assets) at beginning of year2018-12-31$747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$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 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2018-12-31721396621
2017 : EMR USA RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,337,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,113,677
Expenses. Certain deemed distributions of participant loans2017-12-31$4,529
Value of total corrective distributions2017-12-31$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 year2017-12-31$51,452,497
Value of total assets at beginning of year2017-12-31$46,583,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$219,334
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,232,026
Administrative expenses professional fees incurred2017-12-31$10,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,691,104
Participant contributions at end of year2017-12-31$1,580,257
Participant contributions at beginning of year2017-12-31$1,510,469
Participant contributions at end of year2017-12-31$1,334
Participant contributions at beginning of year2017-12-31$1,297
Assets. Other investments not covered elsewhere at end of year2017-12-31$222,933
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$65,365
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$40,142
Other income not declared elsewhere2017-12-31$-2,406
Administrative expenses (other) incurred2017-12-31$208,834
Total non interest bearing cash at end of year2017-12-31$598
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$47,602,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$41,952,582
Interest on participant loans2017-12-31$67,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,044,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,051,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,597,826
Employer contributions (assets) at end of year2017-12-31$747
Employer contributions (assets) at beginning of year2017-12-31$760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,113,677
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2017-12-31721396621
2016 : EMR USA RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,868,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,658,757
Value of total corrective distributions2016-12-31$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 year2016-12-31$46,583,981
Value of total assets at beginning of year2016-12-31$47,053,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$209,642
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$950,907
Administrative expenses professional fees incurred2016-12-31$10,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,506,328
Participant contributions at end of year2016-12-31$1,510,469
Participant contributions at beginning of year2016-12-31$1,676,801
Participant contributions at end of year2016-12-31$1,297
Participant contributions at beginning of year2016-12-31$22,832
Assets. Other investments not covered elsewhere at end of year2016-12-31$65,365
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$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 year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$199,142
Total non interest bearing cash at end of year2016-12-31$2,349
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$41,952,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$42,276,684
Interest on participant loans2016-12-31$67,598
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,051,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,681,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,513,505
Employer contributions (assets) at end of year2016-12-31$760
Employer contributions (assets) at beginning of year2016-12-31$21,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,658,757
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621
2015 : EMR USA RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,131
Total income from all sources (including contributions)2015-12-31$4,283,170
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,546,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,432,495
Expenses. Certain deemed distributions of participant loans2015-12-31$-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 year2015-12-31$47,053,518
Value of total assets at beginning of year2015-12-31$48,342,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$124,396
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,345,201
Administrative expenses professional fees incurred2015-12-31$10,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,661,685
Participant contributions at end of year2015-12-31$1,676,801
Participant contributions at beginning of year2015-12-31$1,499,367
Participant contributions at end of year2015-12-31$22,832
Participant contributions at beginning of year2015-12-31$7,618
Assets. Other investments not covered elsewhere at end of year2015-12-31$374,273
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$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 year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,060,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$26,131
Other income not declared elsewhere2015-12-31$-3,683
Administrative expenses (other) incurred2015-12-31$114,396
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$26,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$42,276,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$36,898,612
Interest on participant loans2015-12-31$73,520
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$6,846,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,681,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$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 trusts2015-12-31$-52,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,553,808
Employer contributions (assets) at end of year2015-12-31$21,064
Employer contributions (assets) at beginning of year2015-12-31$4,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$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 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2015-12-31721396621
2014 : EMR USA RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,533,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,497,484
Value of total corrective distributions2014-12-31$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 year2014-12-31$48,342,866
Value of total assets at beginning of year2014-12-31$41,136,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,132
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,326,574
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,617,918
Participant contributions at end of year2014-12-31$1,499,367
Participant contributions at beginning of year2014-12-31$1,333,945
Participant contributions at end of year2014-12-31$7,618
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$3,060,048
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$26,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$65
Other income not declared elsewhere2014-12-31$103
Total non interest bearing cash at end of year2014-12-31$26,131
Total non interest bearing cash at beginning of year2014-12-31$65
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$36,898,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,771,429
Interest on participant loans2014-12-31$70,217
Value of interest in common/collective trusts at end of year2014-12-31$6,846,365
Value of interest in common/collective trusts at beginning of year2014-12-31$6,999,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-162,168
Net investment gain or loss from common/collective trusts2014-12-31$73,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,516,488
Employer contributions (assets) at end of year2014-12-31$4,725
Employer contributions (assets) at beginning of year2014-12-31$8,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,497,484
Contract administrator fees2014-12-31$35,132
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2014-12-31721396621
2013 : EMR USA RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,726,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,620,495
Expenses. Certain deemed distributions of participant loans2013-12-31$5,974
Value of total corrective distributions2013-12-31$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 year2013-12-31$41,136,769
Value of total assets at beginning of year2013-12-31$30,832,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,726
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,301,361
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,572,983
Participant contributions at end of year2013-12-31$1,333,945
Participant contributions at beginning of year2013-12-31$1,205,092
Participant contributions at end of year2013-12-31$20,601
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$2,692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$65
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$2,678
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$18,877
Total non interest bearing cash at end of year2013-12-31$65
Total non interest bearing cash at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$32,771,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,745,436
Interest on participant loans2013-12-31$60,707
Value of interest in common/collective trusts at end of year2013-12-31$6,999,145
Value of interest in common/collective trusts at beginning of year2013-12-31$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$3,929,045
Net investment gain or loss from common/collective trusts2013-12-31$-24,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,589,351
Employer contributions (assets) at end of year2013-12-31$8,892
Employer contributions (assets) at beginning of year2013-12-31$9
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,620,495
Contract administrator fees2013-12-31$26,726
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2013-12-31721396621
2012 : EMR USA RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,106,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$30,832,149
Value of total assets at beginning of year2012-12-31$27,807,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,729
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$713,576
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,770,372
Participant contributions at end of year2012-12-31$1,205,092
Participant contributions at beginning of year2012-12-31$1,103,823
Participant contributions at end of year2012-12-31$9
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$36,805
Other income not declared elsewhere2012-12-31$389
Liabilities. Value of operating payables at end of year2012-12-31$18,877
Liabilities. Value of operating payables at beginning of year2012-12-31$61,789
Total non interest bearing cash at end of year2012-12-31$12,536
Total non interest bearing cash at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,745,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,691,769
Interest on participant loans2012-12-31$59,239
Value of interest in common/collective trusts at end of year2012-12-31$5,868,481
Value of interest in common/collective trusts at beginning of year2012-12-31$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 trusts2012-12-31$1,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,054,949
Employer contributions (assets) at end of year2012-12-31$9
Employer contributions (assets) at beginning of year2012-12-31$2,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,087,426
Contract administrator fees2012-12-31$18,729
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2012-12-31721396621
2011 : EMR USA RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,620,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$27,807,206
Value of total assets at beginning of year2011-12-31$27,403,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,682
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$406,376
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,645,679
Participant contributions at end of year2011-12-31$1,103,823
Participant contributions at beginning of year2011-12-31$1,085,875
Participant contributions at end of year2011-12-31$4,567
Participant contributions at beginning of year2011-12-31$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 year2011-12-31$36,805
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,879
Liabilities. Value of operating payables at end of year2011-12-31$61,789
Liabilities. Value of operating payables at beginning of year2011-12-31$33,081
Total non interest bearing cash at end of year2011-12-31$110,718
Total non interest bearing cash at beginning of year2011-12-31$20,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,691,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,628,099
Interest on participant loans2011-12-31$65,820
Value of interest in common/collective trusts at end of year2011-12-31$6,856,822
Value of interest in common/collective trusts at beginning of year2011-12-31$6,648,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-932,777
Net investment gain or loss from common/collective trusts2011-12-31$165,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$974,265
Employer contributions (assets) at end of year2011-12-31$2,702
Employer contributions (assets) at beginning of year2011-12-31$611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,600,873
Contract administrator fees2011-12-31$19,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2011-12-31721396621
2010 : EMR USA RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,281,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$27,403,175
Value of total assets at beginning of year2010-12-31$21,889,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,337
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$464,722
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,322,318
Participant contributions at end of year2010-12-31$1,085,875
Participant contributions at beginning of year2010-12-31$842,114
Participant contributions at end of year2010-12-31$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 year2010-12-31$12,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,792
Liabilities. Value of operating payables at end of year2010-12-31$33,081
Liabilities. Value of operating payables at beginning of year2010-12-31$28,207
Total non interest bearing cash at end of year2010-12-31$20,910
Total non interest bearing cash at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,628,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,503,046
Interest on participant loans2010-12-31$65,904
Value of interest in common/collective trusts at end of year2010-12-31$6,648,874
Value of interest in common/collective trusts at beginning of year2010-12-31$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 trusts2010-12-31$227,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$919,421
Employer contributions (assets) at end of year2010-12-31$611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,262,711
Contract administrator fees2010-12-31$18,337
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REBOWE & COMPANY
Accountancy firm EIN2010-12-31720843795
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 securities2009-12-31$0

Form 5500 Responses for EMR USA RETIREMENT SAVINGS PLAN

2022: EMR USA RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMR USA RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMR USA RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMR USA RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMR USA RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMR USA RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMR USA RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMR USA RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMR USA RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMR USA RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMR USA RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMR USA RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMR USA RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMR USA RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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