JACUZZI BRANDS LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : JACUZZI 401(K) PLAN 2022 401k financial data |
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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 | $4,266,830 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,019,922 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,883,292 |
Value of total corrective distributions | 2022-12-31 | $2,293 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,817,486 |
Value of total assets at end of year | 2022-12-31 | $52,675,004 |
Value of total assets at beginning of year | 2022-12-31 | $53,428,096 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $134,337 |
Total interest from all sources | 2022-12-31 | $251,081 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $640,785 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $640,785 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $6,809,844 |
Participant contributions at end of year | 2022-12-31 | $1,404,993 |
Participant contributions at beginning of year | 2022-12-31 | $1,336,829 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,681,624 |
Other income not declared elsewhere | 2022-12-31 | $-95 |
Administrative expenses (other) incurred | 2022-12-31 | $1,850 |
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 | $-753,092 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $52,675,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $53,428,096 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $39,052,816 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $41,333,651 |
Interest on participant loans | 2022-12-31 | $59,675 |
Interest earned on other investments | 2022-12-31 | $191,406 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $12,217,195 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $10,757,616 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,442,427 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,326,018 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,883,292 |
Contract administrator fees | 2022-12-31 | $132,487 |
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 | BDO USA, P.C |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : JACUZZI 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $2,291,836 |
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 | $12,420,646 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,081,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,960,526 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $-5,433 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $7,009,066 |
Value of total assets at end of year | 2021-12-31 | $53,428,096 |
Value of total assets at beginning of year | 2021-12-31 | $42,797,449 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $126,742 |
Total interest from all sources | 2021-12-31 | $231,221 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $542,360 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $542,360 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,882,742 |
Participant contributions at end of year | 2021-12-31 | $1,336,829 |
Participant contributions at beginning of year | 2021-12-31 | $1,177,837 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $521,218 |
Other income not declared elsewhere | 2021-12-31 | $-11,013 |
Administrative expenses (other) incurred | 2021-12-31 | $126,742 |
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 | $8,338,811 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $53,428,096 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $42,797,449 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $41,333,651 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $32,074,068 |
Interest on participant loans | 2021-12-31 | $69,512 |
Interest earned on other investments | 2021-12-31 | $161,703 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $6 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $10,757,616 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $9,545,544 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,649,012 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
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 | $1,605,106 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,960,526 |
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 | BDO USA LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : JACUZZI 401(K) PLAN 2020 401k financial data |
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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 | $10,178,970 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,366,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,263,710 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $7,860 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,183,432 |
Value of total assets at end of year | 2020-12-31 | $42,797,449 |
Value of total assets at beginning of year | 2020-12-31 | $36,985,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $95,135 |
Total interest from all sources | 2020-12-31 | $205,323 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $397,612 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $397,612 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,307,444 |
Participant contributions at end of year | 2020-12-31 | $1,177,837 |
Participant contributions at beginning of year | 2020-12-31 | $1,022,886 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $803,909 |
Other income not declared elsewhere | 2020-12-31 | $-10,746 |
Administrative expenses (other) incurred | 2020-12-31 | $95,135 |
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 | $5,812,265 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $42,797,449 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $36,985,184 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $32,074,068 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $28,315,586 |
Interest on participant loans | 2020-12-31 | $54,630 |
Interest earned on other investments | 2020-12-31 | $150,693 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $9,545,544 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $7,646,712 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,403,349 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
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 | $1,072,079 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,263,710 |
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 | BDO USA LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : JACUZZI 401(K) PLAN 2019 401k financial data |
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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 | $10,406,340 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,322,239 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,218,802 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,352,652 |
Value of total assets at end of year | 2019-12-31 | $36,985,184 |
Value of total assets at beginning of year | 2019-12-31 | $28,901,083 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $103,437 |
Total interest from all sources | 2019-12-31 | $190,130 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $446,581 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $446,581 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,176,174 |
Participant contributions at end of year | 2019-12-31 | $1,022,886 |
Participant contributions at beginning of year | 2019-12-31 | $1,007,203 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $141,164 |
Other income not declared elsewhere | 2019-12-31 | $-14,796 |
Administrative expenses (other) incurred | 2019-12-31 | $103,437 |
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 | $8,084,101 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $36,985,184 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $28,901,083 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $28,315,586 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $21,798,563 |
Interest on participant loans | 2019-12-31 | $55,647 |
Interest earned on other investments | 2019-12-31 | $134,483 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $7,646,712 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $6,095,317 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,431,773 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,035,314 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,218,802 |
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 | BDO USA LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : JACUZZI 401(K) PLAN 2018 401k financial data |
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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 | $2,378,206 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,036,796 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,997,298 |
Value of total corrective distributions | 2018-12-31 | $506 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,171,287 |
Value of total assets at end of year | 2018-12-31 | $28,901,083 |
Value of total assets at beginning of year | 2018-12-31 | $28,559,673 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $38,992 |
Total interest from all sources | 2018-12-31 | $156,683 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $371,491 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $371,491 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,014,439 |
Participant contributions at end of year | 2018-12-31 | $1,007,203 |
Participant contributions at beginning of year | 2018-12-31 | $861,598 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $141,553 |
Other income not declared elsewhere | 2018-12-31 | $-16,235 |
Administrative expenses (other) incurred | 2018-12-31 | $38,992 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $77 |
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 | $341,410 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $28,901,083 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $28,559,673 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $21,798,563 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $21,705,262 |
Interest on participant loans | 2018-12-31 | $47,017 |
Interest earned on other investments | 2018-12-31 | $109,666 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $6,095,317 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $5,992,736 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,305,020 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,015,295 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,997,298 |
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 | BDO USA LLP |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2017 : JACUZZI 401(K) PLAN 2017 401k financial data |
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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 | $7,329,089 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,434,239 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,421,162 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,668,131 |
Value of total assets at end of year | 2017-12-31 | $28,559,673 |
Value of total assets at beginning of year | 2017-12-31 | $22,664,823 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $13,077 |
Total interest from all sources | 2017-12-31 | $137,817 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $239,598 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $239,598 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,700,245 |
Participant contributions at end of year | 2017-12-31 | $861,598 |
Participant contributions at beginning of year | 2017-12-31 | $831,906 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $49,956 |
Other income not declared elsewhere | 2017-12-31 | $78 |
Administrative expenses (other) incurred | 2017-12-31 | $13,077 |
Total non interest bearing cash at end of year | 2017-12-31 | $77 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,894,850 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $28,559,673 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $22,664,823 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $21,705,262 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $16,277,725 |
Interest on participant loans | 2017-12-31 | $37,689 |
Interest earned on other investments | 2017-12-31 | $100,128 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $5,992,736 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $5,555,192 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,283,465 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $917,930 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,421,162 |
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 | BDO USA LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : JACUZZI 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,440,998 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,333,839 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,321,150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,102,765 |
Value of total assets at end of year | 2016-12-31 | $22,664,823 |
Value of total assets at beginning of year | 2016-12-31 | $19,557,664 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $12,689 |
Total interest from all sources | 2016-12-31 | $127,293 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $189,881 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $189,881 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,242,664 |
Participant contributions at end of year | 2016-12-31 | $831,906 |
Participant contributions at beginning of year | 2016-12-31 | $697,931 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $59,067 |
Other income not declared elsewhere | 2016-12-31 | $-472 |
Administrative expenses (other) incurred | 2016-12-31 | $12,689 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $54 |
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 | $3,107,159 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $22,664,823 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $19,557,664 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $16,277,725 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $13,739,061 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $299,448 |
Interest on participant loans | 2016-12-31 | $30,990 |
Interest earned on other investments | 2016-12-31 | $96,303 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $5,555,192 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $4,821,170 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,000,721 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $20,810 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $801,034 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,321,150 |
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 | BDO USA LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : JACUZZI 401(K) 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 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,554,615 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,150,896 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,139,937 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,716,871 |
Value of total assets at end of year | 2015-12-31 | $19,557,664 |
Value of total assets at beginning of year | 2015-12-31 | $19,153,945 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $10,959 |
Total interest from all sources | 2015-12-31 | $126,040 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $170,993 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $170,993 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,720,968 |
Participant contributions at end of year | 2015-12-31 | $697,931 |
Participant contributions at beginning of year | 2015-12-31 | $732,451 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $343,206 |
Other income not declared elsewhere | 2015-12-31 | $54 |
Administrative expenses (other) incurred | 2015-12-31 | $10,959 |
Total non interest bearing cash at end of year | 2015-12-31 | $54 |
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 | $403,719 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $19,557,664 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $19,153,945 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $13,739,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $12,901,800 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $299,448 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $450,151 |
Interest on participant loans | 2015-12-31 | $30,317 |
Interest earned on other investments | 2015-12-31 | $95,723 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $4,821,170 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $5,069,543 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-464,980 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $5,637 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $652,697 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,139,937 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BDO USA LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : JACUZZI 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,530,204 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,315,460 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,302,776 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,737,247 |
Value of total assets at end of year | 2014-12-31 | $19,153,945 |
Value of total assets at beginning of year | 2014-12-31 | $17,939,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $12,684 |
Total interest from all sources | 2014-12-31 | $132,720 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $156,294 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $156,294 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,682,914 |
Participant contributions at end of year | 2014-12-31 | $732,451 |
Participant contributions at beginning of year | 2014-12-31 | $720,918 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $429,700 |
Other income not declared elsewhere | 2014-12-31 | $-27 |
Administrative expenses (other) incurred | 2014-12-31 | $12,684 |
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 | $1,214,744 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $19,153,945 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $17,939,201 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $12,901,800 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,758,364 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $450,151 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $350,482 |
Interest on participant loans | 2014-12-31 | $29,948 |
Interest earned on other investments | 2014-12-31 | $102,772 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $5,069,543 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $5,109,437 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $456,362 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $47,608 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $624,633 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,302,776 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : JACUZZI 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,363,792 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,085,815 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,071,299 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,976,143 |
Value of total assets at end of year | 2013-12-31 | $17,939,201 |
Value of total assets at beginning of year | 2013-12-31 | $15,661,224 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $14,516 |
Total interest from all sources | 2013-12-31 | $143,426 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $108,615 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $108,615 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,709,164 |
Participant contributions at end of year | 2013-12-31 | $720,918 |
Participant contributions at beginning of year | 2013-12-31 | $685,642 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $630,123 |
Other income not declared elsewhere | 2013-12-31 | $1 |
Administrative expenses (other) incurred | 2013-12-31 | $14,516 |
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 | $2,277,977 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $17,939,201 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,661,224 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,758,364 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,629,707 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $350,482 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $214,813 |
Interest on participant loans | 2013-12-31 | $28,832 |
Interest earned on other investments | 2013-12-31 | $114,594 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $5,109,437 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $5,131,062 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,062,181 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $73,426 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $636,856 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,071,299 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : JACUZZI 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $3,886,376 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,258,563 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,249,639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,575,150 |
Value of total assets at end of year | 2012-12-31 | $15,661,224 |
Value of total assets at beginning of year | 2012-12-31 | $13,033,411 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,924 |
Total interest from all sources | 2012-12-31 | $153,974 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $119,433 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $119,433 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,337,578 |
Participant contributions at end of year | 2012-12-31 | $685,642 |
Participant contributions at beginning of year | 2012-12-31 | $683,319 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $715,627 |
Other income not declared elsewhere | 2012-12-31 | $39 |
Administrative expenses (other) incurred | 2012-12-31 | $8,924 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,627,813 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $15,661,224 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $13,033,411 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,629,707 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,503,906 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $214,813 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $139,389 |
Interest on participant loans | 2012-12-31 | $27,374 |
Interest earned on other investments | 2012-12-31 | $126,600 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $5,131,062 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $4,706,797 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,014,533 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $23,247 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $521,945 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,249,639 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : JACUZZI 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,866,034 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,245,396 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,231,127 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,890,993 |
Value of total assets at end of year | 2011-12-31 | $13,033,411 |
Value of total assets at beginning of year | 2011-12-31 | $13,412,773 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $13,334 |
Total interest from all sources | 2011-12-31 | $161,817 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $83,284 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $83,284 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,159,034 |
Participant contributions at end of year | 2011-12-31 | $683,319 |
Participant contributions at beginning of year | 2011-12-31 | $713,748 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $291,430 |
Other income not declared elsewhere | 2011-12-31 | $-353 |
Administrative expenses (other) incurred | 2011-12-31 | $13,334 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $15 |
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 | $-379,362 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $13,033,411 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $13,412,773 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,503,906 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,452,307 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $139,389 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,641,998 |
Interest on participant loans | 2011-12-31 | $25,724 |
Interest earned on other investments | 2011-12-31 | $136,093 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $4,706,797 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $4,604,705 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-308,130 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $38,423 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $440,529 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,231,127 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2011-12-31 | 135381590 |
2010 : JACUZZI 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $3,417,134 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $994,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $983,973 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $-56 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,314,233 |
Value of total assets at end of year | 2010-12-31 | $13,412,773 |
Value of total assets at beginning of year | 2010-12-31 | $10,990,124 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $10,568 |
Total interest from all sources | 2010-12-31 | $167,004 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $57,193 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $57,193 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,400,407 |
Participant contributions at end of year | 2010-12-31 | $713,748 |
Participant contributions at beginning of year | 2010-12-31 | $538,617 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $328,642 |
Other income not declared elsewhere | 2010-12-31 | $-8,437 |
Administrative expenses (other) incurred | 2010-12-31 | $10,568 |
Total non interest bearing cash at end of year | 2010-12-31 | $15 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,422,649 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $13,412,773 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,990,124 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,452,307 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,146,641 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,641,998 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,118,669 |
Interest on participant loans | 2010-12-31 | $27,132 |
Interest earned on other investments | 2010-12-31 | $139,872 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $4,604,705 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $4,186,197 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $799,621 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $87,520 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $585,184 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $983,973 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2010-12-31 | 135381590 |
2009 : JACUZZI 401(K) 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 |