ATLAS COPCO NORTH AMERICA LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: ATLAS COPCO PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 60,717,502 |
Acturial value of plan assets | 2022-12-31 | 60,717,502 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 14,432,888 |
Number of terminated vested participants | 2022-12-31 | 836 |
Fundng target for terminated vested participants | 2022-12-31 | 26,764,102 |
Active participant vested funding target | 2022-12-31 | 15,672,770 |
Number of active participants | 2022-12-31 | 339 |
Total funding liabilities for active participants | 2022-12-31 | 15,673,691 |
Total participant count | 2022-12-31 | 1,390 |
Total funding target for all participants | 2022-12-31 | 56,870,681 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 1,631,977 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 1,631,977 |
Present value of excess contributions | 2022-12-31 | 36,586 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 37,431 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 37,431 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 1,706,780 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 275,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,384 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 307 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 216 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 784 |
Total of all active and inactive participants | 2022-01-01 | 1,307 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 22 |
Total participants | 2022-01-01 | 1,329 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ATLAS COPCO PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 63,280,124 |
Acturial value of plan assets | 2021-12-31 | 63,280,124 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 13,661,405 |
Number of terminated vested participants | 2021-12-31 | 888 |
Fundng target for terminated vested participants | 2021-12-31 | 29,858,506 |
Active participant vested funding target | 2021-12-31 | 17,810,092 |
Number of active participants | 2021-12-31 | 360 |
Total funding liabilities for active participants | 2021-12-31 | 17,813,928 |
Total participant count | 2021-12-31 | 1,436 |
Total funding target for all participants | 2021-12-31 | 61,333,839 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 1,777,115 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 339,250 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 1,437,865 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 1,631,977 |
Total employer contributions | 2021-12-31 | 37,218 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 36,586 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 175,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 36,586 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,431 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 339 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 192 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 832 |
Total of all active and inactive participants | 2021-01-01 | 1,363 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 21 |
Total participants | 2021-01-01 | 1,384 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ATLAS COPCO PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 60,330,756 |
Acturial value of plan assets | 2020-12-31 | 60,330,756 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 12,405,060 |
Number of terminated vested participants | 2020-12-31 | 942 |
Fundng target for terminated vested participants | 2020-12-31 | 29,818,301 |
Active participant vested funding target | 2020-12-31 | 17,917,340 |
Number of active participants | 2020-12-31 | 383 |
Total funding liabilities for active participants | 2020-12-31 | 17,950,144 |
Total participant count | 2020-12-31 | 1,496 |
Total funding target for all participants | 2020-12-31 | 60,173,505 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 2,270,862 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 764,832 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 1,506,030 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 1,777,115 |
Total employer contributions | 2020-12-31 | 88,075 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 85,350 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 275,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 1,619,864 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 424,600 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 339,250 |
Additional cash requirement | 2020-12-31 | 85,350 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 85,350 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,492 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 360 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 166 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 885 |
Total of all active and inactive participants | 2020-01-01 | 1,411 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 20 |
Total participants | 2020-01-01 | 1,431 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ATLAS COPCO PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 56,631,004 |
Acturial value of plan assets | 2019-12-31 | 56,631,004 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 10,047,633 |
Number of terminated vested participants | 2019-12-31 | 1,052 |
Fundng target for terminated vested participants | 2019-12-31 | 29,185,124 |
Active participant vested funding target | 2019-12-31 | 19,415,032 |
Number of active participants | 2019-12-31 | 411 |
Total funding liabilities for active participants | 2019-12-31 | 19,447,802 |
Total participant count | 2019-12-31 | 1,610 |
Total funding target for all participants | 2019-12-31 | 58,680,559 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 3,967,958 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 1,576,318 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 2,391,640 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 2,270,862 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 388,354 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 4,320,417 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,657,298 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 1,657,298 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,606 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 383 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 151 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 939 |
Total of all active and inactive participants | 2019-01-01 | 1,473 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 19 |
Total participants | 2019-01-01 | 1,492 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: ATLAS COPCO PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 66,368,081 |
Acturial value of plan assets | 2018-12-31 | 66,368,081 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 7,468,764 |
Number of terminated vested participants | 2018-12-31 | 897 |
Fundng target for terminated vested participants | 2018-12-31 | 26,751,212 |
Active participant vested funding target | 2018-12-31 | 32,233,685 |
Number of active participants | 2018-12-31 | 766 |
Total funding liabilities for active participants | 2018-12-31 | 32,287,342 |
Total participant count | 2018-12-31 | 1,776 |
Total funding target for all participants | 2018-12-31 | 66,507,318 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 6,136,507 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 3,494,129 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 2,642,378 |
Present value of excess contributions | 2018-12-31 | 962,235 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,059,228 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,059,228 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 3,967,958 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 435,443 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 4,107,195 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,576,318 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 1,576,318 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,771 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 411 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 130 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,049 |
Total of all active and inactive participants | 2018-01-01 | 1,590 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 16 |
Total participants | 2018-01-01 | 1,606 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ATLAS COPCO PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 64,701,834 |
Acturial value of plan assets | 2017-12-31 | 64,701,834 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 3,915,468 |
Number of terminated vested participants | 2017-12-31 | 930 |
Fundng target for terminated vested participants | 2017-12-31 | 24,402,191 |
Active participant vested funding target | 2017-12-31 | 36,513,357 |
Number of active participants | 2017-12-31 | 841 |
Total funding liabilities for active participants | 2017-12-31 | 36,519,087 |
Total participant count | 2017-12-31 | 1,846 |
Total funding target for all participants | 2017-12-31 | 64,836,746 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 4,929,791 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 4,929,791 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 5,796,625 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 6,136,507 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 6,136,507 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 6,136,507 |
Total employer contributions | 2017-12-31 | 1,021,845 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 962,235 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,684,199 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 6,271,419 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 3,494,129 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 3,494,129 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 962,235 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,846 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 766 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 103 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 893 |
Total of all active and inactive participants | 2017-01-01 | 1,762 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 9 |
Total participants | 2017-01-01 | 1,771 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ATLAS COPCO PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 55,296,164 |
Acturial value of plan assets | 2016-12-31 | 55,296,164 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 2,073,007 |
Number of terminated vested participants | 2016-12-31 | 947 |
Fundng target for terminated vested participants | 2016-12-31 | 23,264,498 |
Active participant vested funding target | 2016-12-31 | 37,614,736 |
Number of active participants | 2016-12-31 | 931 |
Total funding liabilities for active participants | 2016-12-31 | 37,620,460 |
Total participant count | 2016-12-31 | 1,914 |
Total funding target for all participants | 2016-12-31 | 62,957,965 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 6,662,755 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 5,786,674 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 876,081 |
Present value of excess contributions | 2016-12-31 | 5,669,128 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 5,613,571 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 5,613,571 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 1,551,275 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 4,929,791 |
Total employer contributions | 2016-12-31 | 8,641,118 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 8,148,486 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 2,110,317 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 12,591,592 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 7,281,652 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 4,929,791 |
Additional cash requirement | 2016-12-31 | 2,351,861 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 8,148,486 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,914 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 841 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 67 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 930 |
Total of all active and inactive participants | 2016-01-01 | 1,838 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 8 |
Total participants | 2016-01-01 | 1,846 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ATLAS COPCO PENSION PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 4,076 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 931 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 947 |
Total of all active and inactive participants | 2015-01-01 | 1,910 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 1,914 |
2014: ATLAS COPCO PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 4,284 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,083 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,499 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,315 |
Total of all active and inactive participants | 2014-01-01 | 3,897 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 179 |
Total participants | 2014-01-01 | 4,076 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ATLAS COPCO PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 4,407 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,152 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,521 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,449 |
Total of all active and inactive participants | 2013-01-01 | 4,122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 162 |
Total participants | 2013-01-01 | 4,284 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: ATLAS COPCO PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 4,611 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,213 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,529 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,517 |
Total of all active and inactive participants | 2012-01-01 | 4,259 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 148 |
Total participants | 2012-01-01 | 4,407 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: ATLAS COPCO PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 5,025 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,283 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,562 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,630 |
Total of all active and inactive participants | 2011-01-01 | 4,475 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 136 |
Total participants | 2011-01-01 | 4,611 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: ATLAS COPCO PENSION PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 5,243 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,368 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1,582 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1,951 |
Total of all active and inactive participants | 2010-01-01 | 4,901 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 124 |
Total participants | 2010-01-01 | 5,025 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 7 |
2009: ATLAS COPCO PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 5,461 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,487 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1,594 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2,046 |
Total of all active and inactive participants | 2009-01-01 | 5,127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 116 |
Total participants | 2009-01-01 | 5,243 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 37 |
Measure | Date | Value |
---|
2022 : ATLAS COPCO PENSION PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-9,625,820 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $4,185,363 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,965,675 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $46,906,319 |
Value of total assets at beginning of year | 2022-12-31 | $60,717,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $219,688 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $219,688 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-13,811,183 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $46,906,319 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $60,717,502 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $46,906,319 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $60,717,502 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-9,625,820 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,965,675 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2022-12-31 | 221478099 |
2021 : ATLAS COPCO PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,503,179 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,004,005 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,706,242 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $96,927 |
Value of total assets at end of year | 2021-12-31 | $60,717,502 |
Value of total assets at beginning of year | 2021-12-31 | $63,218,328 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $297,763 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $297,763 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-2,500,826 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $60,717,502 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $63,218,328 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $60,717,502 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $63,218,328 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,406,252 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $96,927 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,706,242 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2021-12-31 | 221478099 |
2020 : ATLAS COPCO PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $7,840,977 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,953,405 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,680,481 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $26,201 |
Value of total assets at end of year | 2020-12-31 | $63,218,328 |
Value of total assets at beginning of year | 2020-12-31 | $60,330,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $272,924 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $272,924 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,887,572 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $63,218,328 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $60,330,756 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $63,218,328 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $60,330,756 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $7,814,776 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $26,201 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,680,481 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2020-12-31 | 221478099 |
2019 : ATLAS COPCO PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $9,659,298 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,959,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,523,136 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $60,330,756 |
Value of total assets at beginning of year | 2019-12-31 | $56,631,004 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $436,410 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $436,410 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,699,752 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $60,330,756 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $56,631,004 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $60,330,756 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $56,631,004 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $9,659,298 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,523,136 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2019-12-31 | 221478099 |
2018 : ATLAS COPCO PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-2,188,552 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $6,547,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,274,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,021,845 |
Value of total assets at end of year | 2018-12-31 | $56,631,004 |
Value of total assets at beginning of year | 2018-12-31 | $65,367,261 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $273,499 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $273,499 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-8,736,257 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $56,631,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $65,367,261 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $56,631,004 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $65,367,261 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-3,210,397 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,021,845 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,274,206 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2018-12-31 | 221478099 |
2017 : ATLAS COPCO PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $14,772,796 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $5,623,591 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,296,147 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $8,641,118 |
Value of total assets at end of year | 2017-12-31 | $65,367,261 |
Value of total assets at beginning of year | 2017-12-31 | $56,218,056 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $327,444 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $9,149,205 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $65,367,261 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $56,218,056 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $228,072 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $65,367,261 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $56,218,056 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $6,131,678 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $8,641,118 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,296,147 |
Contract administrator fees | 2017-12-31 | $99,372 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2017-12-31 | 221478099 |
2016 : ATLAS COPCO PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $9,434,787 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,663,145 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,194,512 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,000,000 |
Value of total assets at end of year | 2016-12-31 | $56,218,056 |
Value of total assets at beginning of year | 2016-12-31 | $49,446,414 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $468,633 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $87,444 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $266,116 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $6,771,642 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $56,218,056 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $49,446,414 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $202,517 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $56,218,056 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $49,358,970 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $3,434,787 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $6,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,194,512 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2016-12-31 | 221478099 |
2015 : ATLAS COPCO PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,441,530 |
Total income from all sources (including contributions) | 2015-12-31 | $-643,597 |
Total loss/gain on sale of assets | 2015-12-31 | $-3,445,469 |
Total of all expenses incurred | 2015-12-31 | $89,842,591 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $88,867,343 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $49,446,414 |
Value of total assets at beginning of year | 2015-12-31 | $141,374,132 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $975,248 |
Total interest from all sources | 2015-12-31 | $2,794,201 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Participant contributions at beginning of year | 2015-12-31 | $2,100,799 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $65,681,931 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $87,444 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $786,140 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $1,441,530 |
Other income not declared elsewhere | 2015-12-31 | $87,444 |
Administrative expenses (other) incurred | 2015-12-31 | $975,248 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-90,486,188 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $49,446,414 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $139,932,602 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $49,358,970 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $30,894,531 |
Income. Interest from US Government securities | 2015-12-31 | $81,368 |
Income. Interest from corporate debt instruments | 2015-12-31 | $2,710,911 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $4,146,914 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $4,146,914 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,922 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $23,496,596 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-79,773 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $23,185,412 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $79,949,152 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $296,800,960 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $300,246,429 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2015-12-31 | 221478099 |
2014 : ATLAS COPCO PENSION PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $9,382,891 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $9,382,891 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,441,530 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $7,525 |
Total income from all sources (including contributions) | 2014-12-31 | $16,867,186 |
Total loss/gain on sale of assets | 2014-12-31 | $1,465,002 |
Total of all expenses incurred | 2014-12-31 | $10,625,483 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $9,737,783 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,100,799 |
Value of total assets at end of year | 2014-12-31 | $141,374,132 |
Value of total assets at beginning of year | 2014-12-31 | $133,698,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $887,700 |
Total interest from all sources | 2014-12-31 | $2,790,945 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Participant contributions at end of year | 2014-12-31 | $2,100,799 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $786,140 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $715,680 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $1,441,530 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $7,525 |
Other income not declared elsewhere | 2014-12-31 | $113 |
Administrative expenses (other) incurred | 2014-12-31 | $515,656 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $6,241,703 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $139,932,602 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $133,690,899 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $372,044 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $30,894,531 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $32,506,335 |
Income. Interest from US Government securities | 2014-12-31 | $188,487 |
Income. Interest from corporate debt instruments | 2014-12-31 | $2,598,047 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $4,146,914 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,781,248 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $4,781,248 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $4,411 |
Asset value of US Government securities at end of year | 2014-12-31 | $23,496,596 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $19,837,305 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $1,127,436 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,100,799 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $9,737,783 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $79,949,152 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $75,857,856 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $83,843,336 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $82,378,334 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2014-12-31 | 221478099 |
2013 : ATLAS COPCO PENSION PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-8,173,229 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-8,173,229 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $7,525 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $371,770 |
Total income from all sources (including contributions) | 2013-12-31 | $-69,980 |
Total loss/gain on sale of assets | 2013-12-31 | $-1,662,955 |
Total of all expenses incurred | 2013-12-31 | $9,822,012 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $9,007,557 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $133,698,424 |
Value of total assets at beginning of year | 2013-12-31 | $143,954,661 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $814,455 |
Total interest from all sources | 2013-12-31 | $2,701,322 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $715,680 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $678,275 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $7,525 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $371,770 |
Other income not declared elsewhere | 2013-12-31 | $5,099 |
Administrative expenses (other) incurred | 2013-12-31 | $424,719 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-9,891,992 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $133,690,899 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $143,582,891 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $389,736 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $32,506,335 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $33,060,573 |
Income. Interest from US Government securities | 2013-12-31 | $189,509 |
Income. Interest from corporate debt instruments | 2013-12-31 | $2,505,675 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,781,248 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $4,210,551 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $4,210,551 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $6,138 |
Asset value of US Government securities at end of year | 2013-12-31 | $19,837,305 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $28,319,929 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $7,059,783 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $9,007,557 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $75,857,856 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $77,685,333 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $142,723,308 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $144,386,263 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SIDOR, SIMENDINGER & FRANKEL, P.C. |
Accountancy firm EIN | 2013-12-31 | 223167274 |
2012 : ATLAS COPCO PENSION PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $4,291,200 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $4,291,200 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $371,770 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,169,923 |
Total income from all sources (including contributions) | 2012-12-31 | $18,911,806 |
Total loss/gain on sale of assets | 2012-12-31 | $403,945 |
Total of all expenses incurred | 2012-12-31 | $9,181,825 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $8,375,131 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $6,998,489 |
Value of total assets at end of year | 2012-12-31 | $143,954,661 |
Value of total assets at beginning of year | 2012-12-31 | $136,022,833 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $806,694 |
Total interest from all sources | 2012-12-31 | $2,845,381 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $678,275 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2,303,450 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $371,770 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $2,169,923 |
Other income not declared elsewhere | 2012-12-31 | $13,284 |
Administrative expenses (other) incurred | 2012-12-31 | $408,135 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $-4,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $9,729,981 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $143,582,891 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $133,852,910 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $398,559 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $33,060,573 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $30,886,849 |
Income. Interest from US Government securities | 2012-12-31 | $245,625 |
Income. Interest from corporate debt instruments | 2012-12-31 | $2,592,102 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $4,210,551 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $4,320,631 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $4,320,631 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $7,654 |
Asset value of US Government securities at end of year | 2012-12-31 | $28,319,929 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $15,486,316 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $4,359,507 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $6,998,489 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $8,375,131 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $77,685,333 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $83,030,137 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $125,828,800 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $125,424,855 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SIDOR, SIMENDINGER & FRANKEL, P.C. |
Accountancy firm EIN | 2012-12-31 | 223167274 |
2011 : ATLAS COPCO PENSION PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $11,854,232 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $11,854,232 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,169,923 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $411,876 |
Total income from all sources (including contributions) | 2011-12-31 | $23,009,207 |
Total loss/gain on sale of assets | 2011-12-31 | $2,960,153 |
Total of all expenses incurred | 2011-12-31 | $10,689,566 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $9,839,408 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,000,000 |
Value of total assets at end of year | 2011-12-31 | $136,022,833 |
Value of total assets at beginning of year | 2011-12-31 | $121,945,145 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $850,158 |
Total interest from all sources | 2011-12-31 | $2,932,675 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2,303,450 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $1,211,431 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $2,169,923 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $411,876 |
Other income not declared elsewhere | 2011-12-31 | $3,474 |
Administrative expenses (other) incurred | 2011-12-31 | $488,420 |
Total non interest bearing cash at end of year | 2011-12-31 | $-4,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $12,319,641 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $133,852,910 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $121,533,269 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $361,738 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $30,886,849 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $33,060,102 |
Income. Interest from US Government securities | 2011-12-31 | $0 |
Income. Interest from corporate debt instruments | 2011-12-31 | $2,925,890 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $4,320,631 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,007,446 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,007,446 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $6,785 |
Asset value of US Government securities at end of year | 2011-12-31 | $15,486,316 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $16,405,895 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-741,327 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $6,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $9,839,408 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $83,030,137 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $70,260,271 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $124,848,597 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $121,888,444 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SIDOR, SIMENDINGER & FRANKEL, P.C. |
Accountancy firm EIN | 2011-12-31 | 223167274 |
2010 : ATLAS COPCO PENSION PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $4,633,694 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $4,633,694 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $411,876 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $14,115,621 |
Total loss/gain on sale of assets | 2010-12-31 | $2,015,315 |
Total of all expenses incurred | 2010-12-31 | $10,086,153 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $9,281,797 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $121,945,145 |
Value of total assets at beginning of year | 2010-12-31 | $117,503,801 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $804,356 |
Total interest from all sources | 2010-12-31 | $3,061,700 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $1,211,431 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $411,876 |
Other income not declared elsewhere | 2010-12-31 | $20,259 |
Administrative expenses (other) incurred | 2010-12-31 | $456,827 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,029,468 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $121,533,269 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $117,503,801 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $347,529 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $33,060,102 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $27,609,072 |
Income. Interest from US Government securities | 2010-12-31 | $288,768 |
Income. Interest from corporate debt instruments | 2010-12-31 | $2,768,604 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,007,446 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $4,328 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Asset value of US Government securities at end of year | 2010-12-31 | $16,405,895 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $4,384,653 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $9,281,797 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $70,260,271 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $89,894,729 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $156,934,841 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $154,919,526 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SIDOR, SIMENDINGER & FRANKEL, P.C. |
Accountancy firm EIN | 2010-12-31 | 223167274 |
2009 : ATLAS COPCO PENSION PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |