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ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN
Plan identification number 002

ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT 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.
  • 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

ANAREN, INC. has sponsored the creation of one or more 401k plans.

Company Name:ANAREN, INC.
Employer identification number (EIN):160928561
NAIC Classification:335310

Additional information about ANAREN, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1967-08-11
Company Identification Number: 213074
Legal Registered Office Address: 80 STATE STREET
ONONDAGA
ALBANY
United States of America (USA)
12207-2543

More information about ANAREN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-07-01
0022017-07-01
0022016-07-01TREVOR MARSTELLER
0022015-07-01JESSE KINCH
0022014-07-01JESSE KINCH
0022013-07-01JESSE KINCH
0022012-07-01JOSEPH PORCELLO
0022011-07-01JOSEPH PORCELLO
0022010-07-01JOSEPH PORCELLO
0022009-07-01JOSEPH PORCELLO JOSEPH PORCELLO2011-04-15

Plan Statistics for ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

Measure Date Value
2018: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,303
Total number of active participants reported on line 7a of the Form 55002018-07-010
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-010
Number of participants with account balances2018-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,209
Total number of active participants reported on line 7a of the Form 55002017-07-01987
Number of retired or separated participants receiving benefits2017-07-019
Number of other retired or separated participants entitled to future benefits2017-07-01303
Total of all active and inactive participants2017-07-011,299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-014
Total participants2017-07-011,303
Number of participants with account balances2017-07-011,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,074
Total number of active participants reported on line 7a of the Form 55002016-07-01929
Number of retired or separated participants receiving benefits2016-07-016
Number of other retired or separated participants entitled to future benefits2016-07-01270
Total of all active and inactive participants2016-07-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-014
Total participants2016-07-011,209
Number of participants with account balances2016-07-011,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,042
Total number of active participants reported on line 7a of the Form 55002015-07-01796
Number of retired or separated participants receiving benefits2015-07-015
Number of other retired or separated participants entitled to future benefits2015-07-01269
Total of all active and inactive participants2015-07-011,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-011,074
Number of participants with account balances2015-07-011,040
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,069
Total number of active participants reported on line 7a of the Form 55002014-07-01771
Number of retired or separated participants receiving benefits2014-07-016
Number of other retired or separated participants entitled to future benefits2014-07-01261
Total of all active and inactive participants2014-07-011,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-014
Total participants2014-07-011,042
Number of participants with account balances2014-07-011,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,038
Total number of active participants reported on line 7a of the Form 55002013-07-01785
Number of retired or separated participants receiving benefits2013-07-014
Number of other retired or separated participants entitled to future benefits2013-07-01276
Total of all active and inactive participants2013-07-011,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-014
Total participants2013-07-011,069
Number of participants with account balances2013-07-011,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,071
Total number of active participants reported on line 7a of the Form 55002012-07-01755
Number of retired or separated participants receiving benefits2012-07-014
Number of other retired or separated participants entitled to future benefits2012-07-01275
Total of all active and inactive participants2012-07-011,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-014
Total participants2012-07-011,038
Number of participants with account balances2012-07-011,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,184
Total number of active participants reported on line 7a of the Form 55002011-07-01768
Number of retired or separated participants receiving benefits2011-07-016
Number of other retired or separated participants entitled to future benefits2011-07-01286
Total of all active and inactive participants2011-07-011,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0111
Total participants2011-07-011,071
Number of participants with account balances2011-07-011,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01770
Total number of active participants reported on line 7a of the Form 55002010-07-01933
Number of retired or separated participants receiving benefits2010-07-015
Number of other retired or separated participants entitled to future benefits2010-07-01236
Total of all active and inactive participants2010-07-011,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0110
Total participants2010-07-011,184
Number of participants with account balances2010-07-011,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01806
Total number of active participants reported on line 7a of the Form 55002009-07-01543
Number of retired or separated participants receiving benefits2009-07-015
Number of other retired or separated participants entitled to future benefits2009-07-01216
Total of all active and inactive participants2009-07-01764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-016
Total participants2009-07-01770
Number of participants with account balances2009-07-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

Measure Date Value
2019 : ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-28$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-28$0
Total unrealized appreciation/depreciation of assets2019-06-28$0
Total transfer of assets to this plan2019-06-28$0
Total transfer of assets from this plan2019-06-28$98,223,769
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-28$0
Expenses. Interest paid2019-06-28$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-06-28$0
Total income from all sources (including contributions)2019-06-28$14,255,494
Total loss/gain on sale of assets2019-06-28$0
Total of all expenses incurred2019-06-28$28,715,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-28$28,673,110
Expenses. Certain deemed distributions of participant loans2019-06-28$0
Value of total corrective distributions2019-06-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-28$8,913,061
Value of total assets at end of year2019-06-28$0
Value of total assets at beginning of year2019-06-28$112,683,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-28$42,556
Total income from rents2019-06-28$0
Total interest from all sources2019-06-28$180,881
Total dividends received (eg from common stock, registered investment company shares)2019-06-28$4,738,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-28No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-28$4,738,152
Assets. Real estate other than employer real property at end of year2019-06-28$0
Assets. Real estate other than employer real property at beginning of year2019-06-28$0
Administrative expenses professional fees incurred2019-06-28$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-06-28$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-06-28$0
Was this plan covered by a fidelity bond2019-06-28Yes
Value of fidelity bond cover2019-06-28$500,000
If this is an individual account plan, was there a blackout period2019-06-28No
Were there any nonexempt tranactions with any party-in-interest2019-06-28No
Contributions received from participants2019-06-28$5,005,236
Participant contributions at end of year2019-06-28$0
Participant contributions at beginning of year2019-06-28$660,373
Participant contributions at end of year2019-06-28$0
Participant contributions at beginning of year2019-06-28$154,246
Assets. Other investments not covered elsewhere at end of year2019-06-28$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-28$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-28$1,072,853
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-28$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-28$0
Assets. Loans (other than to participants) at end of year2019-06-28$0
Assets. Loans (other than to participants) at beginning of year2019-06-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-28$0
Other income not declared elsewhere2019-06-28$0
Administrative expenses (other) incurred2019-06-28$42,556
Liabilities. Value of operating payables at end of year2019-06-28$0
Liabilities. Value of operating payables at beginning of year2019-06-28$0
Total non interest bearing cash at end of year2019-06-28$0
Total non interest bearing cash at beginning of year2019-06-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-28No
Income. Non cash contributions2019-06-28$0
Value of net income/loss2019-06-28$-14,460,172
Value of net assets at end of year (total assets less liabilities)2019-06-28$0
Value of net assets at beginning of year (total assets less liabilities)2019-06-28$112,683,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-28No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-28No
Were any leases to which the plan was party in default or uncollectible2019-06-28No
Assets. partnership/joint venture interests at end of year2019-06-28$0
Assets. partnership/joint venture interests at beginning of year2019-06-28$0
Investment advisory and management fees2019-06-28$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-28$104,067,522
Value of interest in pooled separate accounts at end of year2019-06-28$0
Value of interest in pooled separate accounts at beginning of year2019-06-28$0
Interest on participant loans2019-06-28$35,717
Income. Interest from loans (other than to participants)2019-06-28$0
Interest earned on other investments2019-06-28$0
Income. Interest from US Government securities2019-06-28$0
Income. Interest from corporate debt instruments2019-06-28$0
Value of interest in master investment trust accounts at end of year2019-06-28$0
Value of interest in master investment trust accounts at beginning of year2019-06-28$0
Value of interest in common/collective trusts at end of year2019-06-28$0
Value of interest in common/collective trusts at beginning of year2019-06-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-28$7,715,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-28$7,715,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-28$145,164
Assets. Value of investments in 103.12 investment entities at end of year2019-06-28$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-06-28$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-28$0
Asset value of US Government securities at end of year2019-06-28$0
Asset value of US Government securities at beginning of year2019-06-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-28$423,400
Net investment gain/loss from pooled separate accounts2019-06-28$0
Net investment gain or loss from common/collective trusts2019-06-28$0
Net gain/loss from 103.12 investment entities2019-06-28$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-28No
Was there a failure to transmit to the plan any participant contributions2019-06-28No
Has the plan failed to provide any benefit when due under the plan2019-06-28No
Assets. Invements in employer securities at end of year2019-06-28$0
Assets. Invements in employer securities at beginning of year2019-06-28$0
Assets. Value of employer real property at end of year2019-06-28$0
Assets. Value of employer real property at beginning of year2019-06-28$0
Contributions received in cash from employer2019-06-28$2,834,972
Employer contributions (assets) at end of year2019-06-28$0
Employer contributions (assets) at beginning of year2019-06-28$86,055
Income. Dividends from preferred stock2019-06-28$0
Income. Dividends from common stock2019-06-28$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-28$28,673,110
Asset. Corporate debt instrument preferred debt at end of year2019-06-28$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-06-28$0
Asset. Corporate debt instrument debt (other) at end of year2019-06-28$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-28$0
Contract administrator fees2019-06-28$0
Assets. Corporate common stocks other than exployer securities at end of year2019-06-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-28$0
Liabilities. Value of benefit claims payable at end of year2019-06-28$0
Liabilities. Value of benefit claims payable at beginning of year2019-06-28$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-28$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-28$0
Did the plan have assets held for investment2019-06-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-28Yes
Aggregate proceeds on sale of assets2019-06-28$0
Aggregate carrying amount (costs) on sale of assets2019-06-28$0
Liabilities. Value of acquisition indebtedness at end of year2019-06-28$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-28$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-28Yes
Opinion of an independent qualified public accountant for this plan2019-06-28Disclaimer
Accountancy firm name2019-06-28FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2019-06-28161226221
2018 : ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$0
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Expenses. Interest paid2018-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-06-30$0
Total income from all sources (including contributions)2018-06-30$20,785,031
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$5,620,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$5,545,517
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$9,675,031
Value of total assets at end of year2018-06-30$112,683,941
Value of total assets at beginning of year2018-06-30$97,519,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$75,292
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$93,994
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$3,856,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$3,856,039
Assets. Real estate other than employer real property at end of year2018-06-30$0
Assets. Real estate other than employer real property at beginning of year2018-06-30$0
Administrative expenses professional fees incurred2018-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$4,976,929
Participant contributions at end of year2018-06-30$660,373
Participant contributions at beginning of year2018-06-30$597,035
Participant contributions at end of year2018-06-30$154,246
Participant contributions at beginning of year2018-06-30$101,054
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,761,556
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Assets. Loans (other than to participants) at end of year2018-06-30$0
Assets. Loans (other than to participants) at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$75,292
Liabilities. Value of operating payables at end of year2018-06-30$0
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$15,164,222
Value of net assets at end of year (total assets less liabilities)2018-06-30$112,683,941
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$97,519,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$0
Assets. partnership/joint venture interests at beginning of year2018-06-30$0
Investment advisory and management fees2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$104,067,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$90,073,475
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Interest on participant loans2018-06-30$26,126
Income. Interest from loans (other than to participants)2018-06-30$0
Interest earned on other investments2018-06-30$0
Income. Interest from US Government securities2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$0
Value of interest in master investment trust accounts at end of year2018-06-30$0
Value of interest in master investment trust accounts at beginning of year2018-06-30$0
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$7,715,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$6,686,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$6,686,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$67,868
Assets. Value of investments in 103.12 investment entities at end of year2018-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Asset value of US Government securities at end of year2018-06-30$0
Asset value of US Government securities at beginning of year2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$7,159,967
Net investment gain/loss from pooled separate accounts2018-06-30$0
Net investment gain or loss from common/collective trusts2018-06-30$0
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30Yes
Assets. Invements in employer securities at end of year2018-06-30$0
Assets. Invements in employer securities at beginning of year2018-06-30$0
Assets. Value of employer real property at end of year2018-06-30$0
Assets. Value of employer real property at beginning of year2018-06-30$0
Contributions received in cash from employer2018-06-30$2,936,546
Employer contributions (assets) at end of year2018-06-30$86,055
Employer contributions (assets) at beginning of year2018-06-30$61,186
Income. Dividends from preferred stock2018-06-30$0
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$5,545,517
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$0
Contract administrator fees2018-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$0
Liabilities. Value of benefit claims payable at end of year2018-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$0
Aggregate carrying amount (costs) on sale of assets2018-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2018-06-30161226221
2017 : ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$0
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Expenses. Interest paid2017-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-06-30$0
Total income from all sources (including contributions)2017-06-30$21,873,009
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$6,657,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$6,554,740
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$8,514,578
Value of total assets at end of year2017-06-30$97,519,719
Value of total assets at beginning of year2017-06-30$82,304,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$103,245
Total income from rents2017-06-30$0
Total interest from all sources2017-06-30$40,049
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$2,987,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$2,987,692
Assets. Real estate other than employer real property at end of year2017-06-30$0
Assets. Real estate other than employer real property at beginning of year2017-06-30$0
Administrative expenses professional fees incurred2017-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$4,236,407
Participant contributions at end of year2017-06-30$597,035
Participant contributions at beginning of year2017-06-30$670,235
Participant contributions at end of year2017-06-30$101,054
Participant contributions at beginning of year2017-06-30$92,907
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,760,513
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Assets. Loans (other than to participants) at end of year2017-06-30$0
Assets. Loans (other than to participants) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$103,245
Liabilities. Value of operating payables at end of year2017-06-30$0
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$15,215,024
Value of net assets at end of year (total assets less liabilities)2017-06-30$97,519,719
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$82,304,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$0
Assets. partnership/joint venture interests at beginning of year2017-06-30$0
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$90,073,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$76,596,195
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Interest on participant loans2017-06-30$26,491
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$0
Income. Interest from US Government securities2017-06-30$0
Income. Interest from corporate debt instruments2017-06-30$0
Value of interest in master investment trust accounts at end of year2017-06-30$0
Value of interest in master investment trust accounts at beginning of year2017-06-30$0
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$6,686,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$4,888,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$4,888,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$13,558
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Asset value of US Government securities at end of year2017-06-30$0
Asset value of US Government securities at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$10,330,690
Net investment gain/loss from pooled separate accounts2017-06-30$0
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at end of year2017-06-30$0
Assets. Invements in employer securities at beginning of year2017-06-30$0
Assets. Value of employer real property at end of year2017-06-30$0
Assets. Value of employer real property at beginning of year2017-06-30$0
Contributions received in cash from employer2017-06-30$2,517,658
Employer contributions (assets) at end of year2017-06-30$61,186
Employer contributions (assets) at beginning of year2017-06-30$56,508
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$6,554,740
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$0
Contract administrator fees2017-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$0
Liabilities. Value of benefit claims payable at end of year2017-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2017-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2017-06-30161226221
2016 : ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Expenses. Interest paid2016-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-06-30$0
Total income from all sources (including contributions)2016-06-30$5,989,051
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$4,887,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$4,803,020
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$6,695,524
Value of total assets at end of year2016-06-30$82,304,695
Value of total assets at beginning of year2016-06-30$81,202,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$84,096
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$27,205
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$3,070,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$3,070,453
Assets. Real estate other than employer real property at end of year2016-06-30$0
Assets. Real estate other than employer real property at beginning of year2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$3,616,430
Participant contributions at end of year2016-06-30$670,235
Participant contributions at beginning of year2016-06-30$626,175
Participant contributions at end of year2016-06-30$92,907
Participant contributions at beginning of year2016-06-30$72,335
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$947,252
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Assets. Loans (other than to participants) at end of year2016-06-30$0
Assets. Loans (other than to participants) at beginning of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$84,096
Liabilities. Value of operating payables at end of year2016-06-30$0
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$1,101,935
Value of net assets at end of year (total assets less liabilities)2016-06-30$82,304,695
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$81,202,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$0
Assets. partnership/joint venture interests at beginning of year2016-06-30$0
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$76,596,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$76,475,824
Value of interest in pooled separate accounts at end of year2016-06-30$0
Value of interest in pooled separate accounts at beginning of year2016-06-30$0
Interest on participant loans2016-06-30$26,537
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$0
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Value of interest in master investment trust accounts at end of year2016-06-30$0
Value of interest in master investment trust accounts at beginning of year2016-06-30$0
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest in common/collective trusts at beginning of year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$4,888,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$3,980,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$3,980,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$668
Assets. Value of investments in 103.12 investment entities at end of year2016-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Asset value of US Government securities at end of year2016-06-30$0
Asset value of US Government securities at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-3,804,131
Net investment gain/loss from pooled separate accounts2016-06-30$0
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Assets. Invements in employer securities at end of year2016-06-30$0
Assets. Invements in employer securities at beginning of year2016-06-30$0
Assets. Value of employer real property at end of year2016-06-30$0
Assets. Value of employer real property at beginning of year2016-06-30$0
Contributions received in cash from employer2016-06-30$2,131,842
Employer contributions (assets) at end of year2016-06-30$56,508
Employer contributions (assets) at beginning of year2016-06-30$47,631
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$4,803,020
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$0
Contract administrator fees2016-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$0
Liabilities. Value of benefit claims payable at end of year2016-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2016-06-30161226221
2015 : ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Expenses. Interest paid2015-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-06-30$0
Total income from all sources (including contributions)2015-06-30$10,394,125
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$3,866,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,786,506
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$5,897,096
Value of total assets at end of year2015-06-30$81,202,760
Value of total assets at beginning of year2015-06-30$74,675,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$79,969
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$26,201
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$2,913,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$2,913,844
Assets. Real estate other than employer real property at end of year2015-06-30$0
Assets. Real estate other than employer real property at beginning of year2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$3,553,232
Participant contributions at end of year2015-06-30$626,175
Participant contributions at beginning of year2015-06-30$602,785
Participant contributions at end of year2015-06-30$72,335
Participant contributions at beginning of year2015-06-30$41,878
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$241,125
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Assets. Loans (other than to participants) at end of year2015-06-30$0
Assets. Loans (other than to participants) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$79,969
Liabilities. Value of operating payables at end of year2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$6,527,650
Value of net assets at end of year (total assets less liabilities)2015-06-30$81,202,760
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$74,675,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$0
Assets. partnership/joint venture interests at beginning of year2015-06-30$0
Investment advisory and management fees2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$76,475,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$71,750,764
Value of interest in pooled separate accounts at end of year2015-06-30$0
Value of interest in pooled separate accounts at beginning of year2015-06-30$0
Interest on participant loans2015-06-30$25,874
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$0
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Value of interest in master investment trust accounts at end of year2015-06-30$0
Value of interest in master investment trust accounts at beginning of year2015-06-30$0
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest in common/collective trusts at beginning of year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$3,980,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$2,247,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$2,247,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$327
Assets. Value of investments in 103.12 investment entities at end of year2015-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Asset value of US Government securities at end of year2015-06-30$0
Asset value of US Government securities at beginning of year2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$1,556,984
Net investment gain/loss from pooled separate accounts2015-06-30$0
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Assets. Invements in employer securities at end of year2015-06-30$0
Assets. Invements in employer securities at beginning of year2015-06-30$0
Assets. Value of employer real property at end of year2015-06-30$0
Assets. Value of employer real property at beginning of year2015-06-30$0
Contributions received in cash from employer2015-06-30$2,102,739
Employer contributions (assets) at end of year2015-06-30$47,631
Employer contributions (assets) at beginning of year2015-06-30$31,847
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,786,506
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$0
Contract administrator fees2015-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$0
Liabilities. Value of benefit claims payable at end of year2015-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2015-06-30161226221
2014 : ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$-37
Total unrealized appreciation/depreciation of assets2014-06-30$-37
Total transfer of assets to this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Expenses. Interest paid2014-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-06-30$0
Total income from all sources (including contributions)2014-06-30$17,879,508
Total loss/gain on sale of assets2014-06-30$246,682
Total of all expenses incurred2014-06-30$2,776,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,707,680
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$5,677,679
Value of total assets at end of year2014-06-30$74,675,110
Value of total assets at beginning of year2014-06-30$59,572,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$68,975
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$27,492
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$3,073,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$3,073,950
Assets. Real estate other than employer real property at end of year2014-06-30$0
Assets. Real estate other than employer real property at beginning of year2014-06-30$0
Administrative expenses professional fees incurred2014-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$3,193,421
Participant contributions at end of year2014-06-30$602,785
Participant contributions at beginning of year2014-06-30$719,031
Participant contributions at end of year2014-06-30$41,878
Participant contributions at beginning of year2014-06-30$37,037
Assets. Other investments not covered elsewhere at end of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$391,581
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Assets. Loans (other than to participants) at end of year2014-06-30$0
Assets. Loans (other than to participants) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$68,975
Liabilities. Value of operating payables at end of year2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$15,102,853
Value of net assets at end of year (total assets less liabilities)2014-06-30$74,675,110
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$59,572,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$0
Assets. partnership/joint venture interests at beginning of year2014-06-30$0
Investment advisory and management fees2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$71,750,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$55,375,388
Value of interest in pooled separate accounts at end of year2014-06-30$0
Value of interest in pooled separate accounts at beginning of year2014-06-30$0
Interest on participant loans2014-06-30$27,206
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$0
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Value of interest in master investment trust accounts at end of year2014-06-30$0
Value of interest in master investment trust accounts at beginning of year2014-06-30$0
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$2,247,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$2,388,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$2,388,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$286
Assets. Value of investments in 103.12 investment entities at end of year2014-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Asset value of US Government securities at end of year2014-06-30$0
Asset value of US Government securities at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$8,853,742
Net investment gain/loss from pooled separate accounts2014-06-30$0
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at end of year2014-06-30$0
Assets. Invements in employer securities at beginning of year2014-06-30$1,026,348
Assets. Value of employer real property at end of year2014-06-30$0
Assets. Value of employer real property at beginning of year2014-06-30$0
Contributions received in cash from employer2014-06-30$2,092,677
Employer contributions (assets) at end of year2014-06-30$31,847
Employer contributions (assets) at beginning of year2014-06-30$25,860
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,707,680
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$0
Contract administrator fees2014-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$0
Liabilities. Value of benefit claims payable at end of year2014-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$1,457,095
Aggregate carrying amount (costs) on sale of assets2014-06-30$1,210,413
Liabilities. Value of acquisition indebtedness at end of year2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2014-06-30161226221
2013 : ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$149,151
Total unrealized appreciation/depreciation of assets2013-06-30$149,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$11,654,217
Total loss/gain on sale of assets2013-06-30$2,136
Total of all expenses incurred2013-06-30$3,886,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,878,269
Expenses. Certain deemed distributions of participant loans2013-06-30$2,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$4,998,376
Value of total assets at end of year2013-06-30$59,572,257
Value of total assets at beginning of year2013-06-30$51,804,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$6,114
Total interest from all sources2013-06-30$27,691
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$1,544,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$1,544,448
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$2,887,121
Participant contributions at end of year2013-06-30$719,031
Participant contributions at beginning of year2013-06-30$660,510
Participant contributions at end of year2013-06-30$37,037
Participant contributions at beginning of year2013-06-30$39,490
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$161,921
Administrative expenses (other) incurred2013-06-30$6,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$7,767,664
Value of net assets at end of year (total assets less liabilities)2013-06-30$59,572,257
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$51,804,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$55,375,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$47,054,419
Interest on participant loans2013-06-30$27,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$2,388,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$3,276,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$3,276,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$4,932,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Assets. Invements in employer securities at end of year2013-06-30$1,026,348
Assets. Invements in employer securities at beginning of year2013-06-30$746,806
Contributions received in cash from employer2013-06-30$1,949,334
Employer contributions (assets) at end of year2013-06-30$25,860
Employer contributions (assets) at beginning of year2013-06-30$27,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$3,878,269
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$51,787
Aggregate carrying amount (costs) on sale of assets2013-06-30$49,651
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30FUST CHARLES AND CHAMBERS LLC
Accountancy firm EIN2013-06-30161226221
2012 : ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-34,509
Total unrealized appreciation/depreciation of assets2012-06-30$-34,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$5,011,052
Total loss/gain on sale of assets2012-06-30$-15,231
Total of all expenses incurred2012-06-30$3,992,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,985,204
Expenses. Certain deemed distributions of participant loans2012-06-30$939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$5,018,014
Value of total assets at end of year2012-06-30$51,804,593
Value of total assets at beginning of year2012-06-30$50,785,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$6,130
Total interest from all sources2012-06-30$30,402
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$1,360,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$1,360,082
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$2,903,294
Participant contributions at end of year2012-06-30$660,510
Participant contributions at beginning of year2012-06-30$688,708
Participant contributions at end of year2012-06-30$39,490
Participant contributions at beginning of year2012-06-30$129,525
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$166,307
Administrative expenses (other) incurred2012-06-30$6,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,018,779
Value of net assets at end of year (total assets less liabilities)2012-06-30$51,804,593
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$50,785,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$47,054,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$46,216,902
Interest on participant loans2012-06-30$30,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$3,276,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$2,941,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$2,941,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-1,347,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at end of year2012-06-30$746,806
Assets. Invements in employer securities at beginning of year2012-06-30$731,346
Contributions received in cash from employer2012-06-30$1,948,413
Employer contributions (assets) at end of year2012-06-30$27,024
Employer contributions (assets) at beginning of year2012-06-30$78,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,985,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$96,655
Aggregate carrying amount (costs) on sale of assets2012-06-30$111,886
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30FUST, CHARLES, AND CHAMBERS, LLC
Accountancy firm EIN2012-06-30161226221
2011 : ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$212,866
Total unrealized appreciation/depreciation of assets2011-06-30$212,866
Total transfer of assets to this plan2011-06-30$8,820,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$15,313,571
Total loss/gain on sale of assets2011-06-30$8,183
Total of all expenses incurred2011-06-30$2,377,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,370,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$5,289,888
Value of total assets at end of year2011-06-30$50,785,814
Value of total assets at beginning of year2011-06-30$29,029,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$6,737
Total interest from all sources2011-06-30$32,543
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$820,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$820,620
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$3,088,647
Participant contributions at end of year2011-06-30$688,708
Participant contributions at beginning of year2011-06-30$280,783
Participant contributions at end of year2011-06-30$129,525
Participant contributions at beginning of year2011-06-30$73,991
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$170,751
Administrative expenses (other) incurred2011-06-30$6,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$12,936,039
Value of net assets at end of year (total assets less liabilities)2011-06-30$50,785,814
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$29,029,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$46,216,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$25,866,619
Interest on participant loans2011-06-30$31,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$2,941,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$2,305,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$2,305,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$1,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$8,949,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$731,346
Assets. Invements in employer securities at beginning of year2011-06-30$399,352
Contributions received in cash from employer2011-06-30$2,030,490
Employer contributions (assets) at end of year2011-06-30$78,041
Employer contributions (assets) at beginning of year2011-06-30$103,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,370,795
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$49,967
Aggregate carrying amount (costs) on sale of assets2011-06-30$41,784
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2011-06-30161226221
2010 : ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

2018: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingYes
2018-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: ANAREN, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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