TECH MAHINDRA AMERICAS INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TECH MAHINDRA AMERICAS 401(K) PLAN
Measure | Date | Value |
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2022 : TECH MAHINDRA AMERICAS 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $1,519,236 |
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 | $1,398,207 |
Total income from all sources (including contributions) | 2022-12-31 | $1,856,223 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $10,869,215 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,579,815 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $34,371 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $16,312,708 |
Value of total assets at end of year | 2022-12-31 | $81,189,531 |
Value of total assets at beginning of year | 2022-12-31 | $90,081,494 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $255,029 |
Total interest from all sources | 2022-12-31 | $136,460 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,398,243 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,398,243 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $14,214,779 |
Participant contributions at end of year | 2022-12-31 | $472,839 |
Participant contributions at beginning of year | 2022-12-31 | $622,387 |
Participant contributions at end of year | 2022-12-31 | $483,436 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,097,929 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,398,207 |
Other income not declared elsewhere | 2022-12-31 | $1,181 |
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 | $-9,012,992 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $81,189,531 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $88,683,287 |
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 |
Investment advisory and management fees | 2022-12-31 | $97,079 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $72,791,008 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $81,830,417 |
Interest on participant loans | 2022-12-31 | $24,314 |
Interest earned on other investments | 2022-12-31 | $112,146 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $7,442,248 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $7,628,690 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-15,992,369 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $10,579,815 |
Contract administrator fees | 2022-12-31 | $157,950 |
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 |
2021 : TECH MAHINDRA AMERICAS 401(K) PLAN 2021 401k financial data |
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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 | $1,398,207 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $331,919 |
Total income from all sources (including contributions) | 2021-12-31 | $24,091,179 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $11,308,813 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $11,027,176 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $16,090 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $13,534,091 |
Value of total assets at end of year | 2021-12-31 | $90,081,494 |
Value of total assets at beginning of year | 2021-12-31 | $76,232,840 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $265,547 |
Total interest from all sources | 2021-12-31 | $146,881 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,348,730 |
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 | $1,348,730 |
Administrative expenses professional fees incurred | 2021-12-31 | $1,991 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $11,892,907 |
Participant contributions at end of year | 2021-12-31 | $622,387 |
Participant contributions at beginning of year | 2021-12-31 | $399,429 |
Participant contributions at beginning of year | 2021-12-31 | $313,233 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,641,184 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,398,207 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $12,782,366 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $88,683,287 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $75,900,921 |
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 |
Investment advisory and management fees | 2021-12-31 | $96,974 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $81,830,417 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $67,121,859 |
Interest on participant loans | 2021-12-31 | $21,513 |
Interest earned on other investments | 2021-12-31 | $125,368 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $7,628,690 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $8,398,319 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $9,061,477 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $11,027,176 |
Contract administrator fees | 2021-12-31 | $166,582 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $331,919 |
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 |
Accountancy firm name | 2021-12-31 | SOBEL & CO. LLC |
Accountancy firm EIN | 2021-12-31 | 221430039 |
2020 : TECH MAHINDRA AMERICAS 401(K) PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $331,919 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $735,367 |
Total income from all sources (including contributions) | 2020-12-31 | $22,660,214 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $8,312,709 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,072,060 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $2,292 |
Value of total corrective distributions | 2020-12-31 | $6,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $13,630,332 |
Value of total assets at end of year | 2020-12-31 | $76,232,840 |
Value of total assets at beginning of year | 2020-12-31 | $62,288,783 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $231,428 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $173,324 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,017,003 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,017,003 |
Administrative expenses professional fees incurred | 2020-12-31 | $14,515 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $11,800,031 |
Participant contributions at end of year | 2020-12-31 | $399,429 |
Participant contributions at beginning of year | 2020-12-31 | $352,823 |
Participant contributions at end of year | 2020-12-31 | $313,233 |
Participant contributions at beginning of year | 2020-12-31 | $635 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,830,097 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $19 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $14,347,505 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $75,900,921 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $61,553,416 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $73,564 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $67,121,859 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $54,014,918 |
Interest on participant loans | 2020-12-31 | $17,384 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $155,940 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $8,398,319 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $7,920,407 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $7,839,536 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
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 | $204 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,072,060 |
Contract administrator fees | 2020-12-31 | $143,349 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $331,919 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $735,367 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SOBEL & CO., LLC |
Accountancy firm EIN | 2020-12-31 | 221430039 |
2019 : TECH MAHINDRA AMERICAS 401(K) PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $46,659 |
Total transfer of assets to this plan | 2019-12-31 | $46,659 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $735,367 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $735,367 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $434,871 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $434,871 |
Total income from all sources (including contributions) | 2019-12-31 | $20,572,214 |
Total income from all sources (including contributions) | 2019-12-31 | $20,572,214 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $8,838,157 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,981,906 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,981,906 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $629,666 |
Value of total corrective distributions | 2019-12-31 | $629,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $10,422,537 |
Value of total assets at end of year | 2019-12-31 | $62,288,783 |
Value of total assets at end of year | 2019-12-31 | $62,288,783 |
Value of total assets at beginning of year | 2019-12-31 | $50,207,571 |
Value of total assets at beginning of year | 2019-12-31 | $50,207,571 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $226,585 |
Total income from rents | 2019-12-31 | $0 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $178,001 |
Total interest from all sources | 2019-12-31 | $178,001 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,107,603 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,107,603 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,107,603 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,107,603 |
Administrative expenses professional fees incurred | 2019-12-31 | $12,889 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
Contributions received from participants | 2019-12-31 | $7,679,329 |
Contributions received from participants | 2019-12-31 | $7,679,329 |
Participant contributions at end of year | 2019-12-31 | $352,823 |
Participant contributions at end of year | 2019-12-31 | $352,823 |
Participant contributions at beginning of year | 2019-12-31 | $346,127 |
Participant contributions at beginning of year | 2019-12-31 | $346,127 |
Participant contributions at end of year | 2019-12-31 | $635 |
Participant contributions at end of year | 2019-12-31 | $635 |
Participant contributions at beginning of year | 2019-12-31 | $12,393 |
Participant contributions at beginning of year | 2019-12-31 | $12,393 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,743,208 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,743,208 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 | 2019-12-31 | 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 | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $11,734,057 |
Value of net income/loss | 2019-12-31 | $11,734,057 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $61,553,416 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $61,553,416 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $49,772,700 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $49,772,700 |
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 loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-31 | $0 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $54,741 |
Investment advisory and management fees | 2019-12-31 | $54,741 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $54,014,918 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $54,014,918 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $40,645,913 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $40,645,913 |
Interest on participant loans | 2019-12-31 | $22,596 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $155,405 |
Interest earned on other investments | 2019-12-31 | $155,405 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $7,920,407 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $7,920,407 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $9,203,138 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $9,203,138 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,864,073 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,864,073 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
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 | $0 |
Contributions received in cash from employer | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,981,906 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,981,906 |
Contract administrator fees | 2019-12-31 | $158,955 |
Contract administrator fees | 2019-12-31 | $158,955 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $735,367 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $735,367 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $434,871 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $434,871 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | EISNERAMPER LLP |
Accountancy firm name | 2019-12-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2019-12-31 | 131639826 |
Accountancy firm EIN | 2019-12-31 | 131639826 |
2018 : TECH MAHINDRA AMERICAS 401(K) PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $1,047,788 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $434,871 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $347,348 |
Total income from all sources (including contributions) | 2018-12-31 | $5,226,775 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,855,593 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,174,252 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $437,276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $7,965,876 |
Value of total assets at end of year | 2018-12-31 | $50,207,571 |
Value of total assets at beginning of year | 2018-12-31 | $49,701,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $244,065 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $174,099 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $893,723 |
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 | $893,723 |
Administrative expenses professional fees incurred | 2018-12-31 | $18,750 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $0 |
Contributions received from participants | 2018-12-31 | $7,324,369 |
Participant contributions at end of year | 2018-12-31 | $346,127 |
Participant contributions at beginning of year | 2018-12-31 | $367,973 |
Participant contributions at end of year | 2018-12-31 | $12,393 |
Participant contributions at beginning of year | 2018-12-31 | $25,292 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $637,494 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $55 |
Administrative expenses (other) incurred | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
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 | $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 | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-628,818 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $49,772,700 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $49,353,730 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2018-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $46,956 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $40,645,913 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $39,544,465 |
Interest on participant loans | 2018-12-31 | $16,262 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $157,837 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $9,203,138 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $9,763,348 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,806,978 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
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 | Yes |
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 | $4,013 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,174,252 |
Contract administrator fees | 2018-12-31 | $178,359 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $434,871 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $347,348 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
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 | MOSS ADAMS |
Accountancy firm EIN | 2018-12-31 | 910189318 |
2017 : TECH MAHINDRA AMERICAS 401(K) PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $19,717,249 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $347,348 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $289,862 |
Total income from all sources (including contributions) | 2017-12-31 | $12,912,860 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $9,117,946 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $8,706,798 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $2,196 |
Value of total corrective distributions | 2017-12-31 | $347,348 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,910,637 |
Value of total assets at end of year | 2017-12-31 | $49,701,078 |
Value of total assets at beginning of year | 2017-12-31 | $26,131,429 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $61,604 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $148,573 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $591,399 |
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 | $591,399 |
Administrative expenses professional fees incurred | 2017-12-31 | $13,276 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
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 |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $0 |
Contributions received from participants | 2017-12-31 | $5,931,448 |
Participant contributions at end of year | 2017-12-31 | $367,973 |
Participant contributions at beginning of year | 2017-12-31 | $258,841 |
Participant contributions at end of year | 2017-12-31 | $25,292 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $979,189 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $-9,330 |
Administrative expenses (other) incurred | 2017-12-31 | $197 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
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 | $3,794,914 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $49,353,730 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $25,841,567 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $39,544,465 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $10,873,063 |
Interest on participant loans | 2017-12-31 | $18,795 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $129,778 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $6,195,394 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $9,763,348 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $8,804,131 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,524,980 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $2,746,601 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
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 | Yes |
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 | $0 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,706,798 |
Contract administrator fees | 2017-12-31 | $48,131 |
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 | 2017-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $347,348 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $289,862 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
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 | MOSS ADAMS |
Accountancy firm EIN | 2017-12-31 | 910189318 |
2016 : TECH MAHINDRA AMERICAS 401(K) PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
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 | $289,862 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $758,297 |
Total income from all sources (including contributions) | 2016-12-31 | $6,092,470 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,827,686 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,974,295 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $777,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,779,469 |
Value of total assets at end of year | 2016-12-31 | $26,131,429 |
Value of total assets at beginning of year | 2016-12-31 | $24,335,080 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $75,536 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $135,499 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $118,017 |
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 | $118,017 |
Administrative expenses professional fees incurred | 2016-12-31 | $17,000 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $0 |
Contributions received from participants | 2016-12-31 | $4,228,690 |
Participant contributions at end of year | 2016-12-31 | $258,841 |
Participant contributions at beginning of year | 2016-12-31 | $228,159 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $550,779 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
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 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,264,784 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $25,841,567 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $23,576,783 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2016-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,873,063 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $10,120,578 |
Interest on participant loans | 2016-12-31 | $11,221 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $124,278 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $6,195,394 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $4,784,530 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $8,804,131 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $9,201,813 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $658,027 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $401,458 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
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 | Yes |
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 | $0 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,974,295 |
Contract administrator fees | 2016-12-31 | $58,536 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $289,862 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $758,297 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
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 | MOSS ADAMS |
Accountancy firm EIN | 2016-12-31 | 910189318 |
2015 : TECH MAHINDRA AMERICAS 401(K) PLAN 2015 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $758,297 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,297,093 |
Total income from all sources (including contributions) | 2015-12-31 | $11,151,530 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $5,112,647 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,286,988 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $5,468 |
Value of total corrective distributions | 2015-12-31 | $757,566 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $9,416,563 |
Value of total assets at end of year | 2015-12-31 | $24,335,080 |
Value of total assets at beginning of year | 2015-12-31 | $19,834,993 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $62,625 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $106,379 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $83,095 |
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 | $83,095 |
Administrative expenses professional fees incurred | 2015-12-31 | $47,912 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | 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 |
Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $0 |
Contributions received from participants | 2015-12-31 | $3,713,132 |
Participant contributions at end of year | 2015-12-31 | $228,159 |
Participant contributions at beginning of year | 2015-12-31 | $318,516 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $874,620 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $705 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $1,843,290 |
Administrative expenses (other) incurred | 2015-12-31 | $27 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $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 | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $6,038,883 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $23,576,783 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,537,900 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2015-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $10,120,578 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,465,146 |
Interest on participant loans | 2015-12-31 | $13,131 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $93,248 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $4,784,530 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,951,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $9,201,813 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $5,100,331 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-241,956 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-55,841 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
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 | Yes |
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 | $4,828,811 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,286,283 |
Contract administrator fees | 2015-12-31 | $14,686 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $758,297 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $2,297,093 |
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 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2015-12-31 | 910189318 |