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OKI DATA AMERICAS SAVINGS PLAN 401k Plan overview

Plan NameOKI DATA AMERICAS SAVINGS PLAN
Plan identification number 001

OKI DATA AMERICAS SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

OKI DATA AMERICAS INC. has sponsored the creation of one or more 401k plans.

Company Name:OKI DATA AMERICAS INC.
Employer identification number (EIN):223630684
NAIC Classification:423600

Additional information about OKI DATA AMERICAS INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-08-31
Company Identification Number: 0802532202
Legal Registered Office Address: 8505 FREEPORT PKWY STE 100&600

IRVING
United States of America (USA)
75063

More information about OKI DATA AMERICAS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKI DATA AMERICAS SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TARA M. CASS2023-10-16
0012021-01-01TARA M. CASS2022-10-17
0012020-01-01TARA M. CASS2021-10-15
0012019-01-01
0012018-01-01
0012017-01-01TARA M. CASS TARA M. CASS2018-09-07
0012016-01-01CANDICE SALAGA CANDICE SALAGA2017-09-22
0012015-01-01CANDICE SALAGA CANDICE SALAGA2016-10-04
0012014-01-01ALICE BAKER ALICE BAKER2015-10-09
0012013-01-01ALICE BAKER ALICE BAKER2014-10-10
0012012-01-01ALICE BAKER ALICE BAKER2013-10-07
0012011-01-01ALICE BAKER ALICE BAKER2012-10-13
0012010-01-01ALICE BAKER ALICE BAKER2012-10-23
0012009-01-01LEIGH CATAPANO

Plan Statistics for OKI DATA AMERICAS SAVINGS PLAN

401k plan membership statisitcs for OKI DATA AMERICAS SAVINGS PLAN

Measure Date Value
2022: OKI DATA AMERICAS SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01231
Total number of active participants reported on line 7a of the Form 55002022-01-0134
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01148
Total of all active and inactive participants2022-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01198
Number of participants with account balances2022-01-01192
2021: OKI DATA AMERICAS SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01251
Total number of active participants reported on line 7a of the Form 55002021-01-0138
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01191
Total of all active and inactive participants2021-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01231
Number of participants with account balances2021-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: OKI DATA AMERICAS SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01290
Total number of active participants reported on line 7a of the Form 55002020-01-0180
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01177
Total of all active and inactive participants2020-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01259
Number of participants with account balances2020-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: OKI DATA AMERICAS SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01337
Total number of active participants reported on line 7a of the Form 55002019-01-01125
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01163
Total of all active and inactive participants2019-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01289
Number of participants with account balances2019-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: OKI DATA AMERICAS SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01353
Total number of active participants reported on line 7a of the Form 55002018-01-01135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01198
Total of all active and inactive participants2018-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01334
Number of participants with account balances2018-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OKI DATA AMERICAS SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01378
Total number of active participants reported on line 7a of the Form 55002017-01-01148
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01201
Total of all active and inactive participants2017-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01350
Number of participants with account balances2017-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OKI DATA AMERICAS SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01418
Total number of active participants reported on line 7a of the Form 55002016-01-01173
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01203
Total of all active and inactive participants2016-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01377
Number of participants with account balances2016-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OKI DATA AMERICAS SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01424
Total number of active participants reported on line 7a of the Form 55002015-01-01237
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01172
Total of all active and inactive participants2015-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01411
Number of participants with account balances2015-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OKI DATA AMERICAS SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01462
Total number of active participants reported on line 7a of the Form 55002014-01-01243
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01165
Total of all active and inactive participants2014-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01409
Number of participants with account balances2014-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OKI DATA AMERICAS SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01496
Total number of active participants reported on line 7a of the Form 55002013-01-01256
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01197
Total of all active and inactive participants2013-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01454
Number of participants with account balances2013-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: OKI DATA AMERICAS SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01502
Total number of active participants reported on line 7a of the Form 55002012-01-01320
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01170
Total of all active and inactive participants2012-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01491
Number of participants with account balances2012-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: OKI DATA AMERICAS SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01554
Total number of active participants reported on line 7a of the Form 55002011-01-01299
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01192
Total of all active and inactive participants2011-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01492
Number of participants with account balances2011-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: OKI DATA AMERICAS SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01585
Total number of active participants reported on line 7a of the Form 55002010-01-01368
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01179
Total of all active and inactive participants2010-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01548
Number of participants with account balances2010-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: OKI DATA AMERICAS SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01665
Total number of active participants reported on line 7a of the Form 55002009-01-01373
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01203
Total of all active and inactive participants2009-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01577
Number of participants with account balances2009-01-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on OKI DATA AMERICAS SAVINGS PLAN

Measure Date Value
2022 : OKI DATA AMERICAS SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,579,224
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,223,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,165,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$454,727
Value of total assets at end of year2022-12-31$30,903,632
Value of total assets at beginning of year2022-12-31$38,706,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$57,787
Total interest from all sources2022-12-31$6,205
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,717,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,717,076
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$252,343
Participant contributions at end of year2022-12-31$92,686
Participant contributions at beginning of year2022-12-31$95,729
Other income not declared elsewhere2022-12-31$21,976
Administrative expenses (other) incurred2022-12-31$57,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,802,494
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,903,632
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,706,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,422,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,625,316
Interest on participant loans2022-12-31$6,205
Value of interest in common/collective trusts at end of year2022-12-31$7,387,967
Value of interest in common/collective trusts at beginning of year2022-12-31$6,985,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,779,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$202,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,165,483
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WHITLEY PENN LLP
Accountancy firm EIN2022-12-31752393478
2021 : OKI DATA AMERICAS SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$6,103,327
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,820,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,818,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$865,671
Value of total assets at end of year2021-12-31$38,706,126
Value of total assets at beginning of year2021-12-31$48,423,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,034
Total interest from all sources2021-12-31$9,597
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,241,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,241,394
Administrative expenses professional fees incurred2021-12-31$2,034
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$430,370
Participant contributions at end of year2021-12-31$95,729
Participant contributions at beginning of year2021-12-31$203,489
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$267,533
Other income not declared elsewhere2021-12-31$40,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-9,717,068
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,706,126
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$48,423,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,625,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,277,488
Interest on participant loans2021-12-31$9,597
Value of interest in common/collective trusts at end of year2021-12-31$6,985,081
Value of interest in common/collective trusts at beginning of year2021-12-31$8,942,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,796,270
Net investment gain or loss from common/collective trusts2021-12-31$150,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$167,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,818,361
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WHITLEY PENN LLP
Accountancy firm EIN2021-12-31752393478
2020 : OKI DATA AMERICAS SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,028,347
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,573,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,543,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,295,184
Value of total assets at end of year2020-12-31$48,423,194
Value of total assets at beginning of year2020-12-31$47,968,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,928
Total interest from all sources2020-12-31$16,866
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,594,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,594,452
Administrative expenses professional fees incurred2020-12-31$2,070
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$756,674
Participant contributions at end of year2020-12-31$203,489
Participant contributions at beginning of year2020-12-31$284,209
Other income not declared elsewhere2020-12-31$4,111
Administrative expenses (other) incurred2020-12-31$201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$454,761
Value of net assets at end of year (total assets less liabilities)2020-12-31$48,423,194
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,968,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$27,657
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$39,277,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,187,495
Interest on participant loans2020-12-31$16,866
Value of interest in common/collective trusts at end of year2020-12-31$8,942,217
Value of interest in common/collective trusts at beginning of year2020-12-31$7,496,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,933,106
Net investment gain or loss from common/collective trusts2020-12-31$184,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$538,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,543,658
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WHITLEY PENN LLP
Accountancy firm EIN2020-12-31752393478
2019 : OKI DATA AMERICAS SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,408,520
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,769,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,712,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,936,023
Value of total assets at end of year2019-12-31$47,968,433
Value of total assets at beginning of year2019-12-31$47,329,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,056
Total interest from all sources2019-12-31$17,298
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,253,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,253,726
Administrative expenses professional fees incurred2019-12-31$55,334
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$877,148
Participant contributions at end of year2019-12-31$284,209
Participant contributions at beginning of year2019-12-31$200,081
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$428,635
Other income not declared elsewhere2019-12-31$33,360
Administrative expenses (other) incurred2019-12-31$1,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$638,947
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,968,433
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,329,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,187,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,792,182
Interest on participant loans2019-12-31$17,298
Value of interest in common/collective trusts at end of year2019-12-31$7,496,729
Value of interest in common/collective trusts at beginning of year2019-12-31$8,337,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,993,933
Net investment gain or loss from common/collective trusts2019-12-31$174,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$630,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,712,517
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WHITLEY PENN LLP
Accountancy firm EIN2019-12-31752393478
2018 : OKI DATA AMERICAS SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$48,316
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,372,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,342,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,718,151
Value of total assets at end of year2018-12-31$47,329,486
Value of total assets at beginning of year2018-12-31$58,653,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,030
Total interest from all sources2018-12-31$13,008
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,380,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,380,799
Administrative expenses professional fees incurred2018-12-31$30,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,026,483
Participant contributions at end of year2018-12-31$200,081
Participant contributions at beginning of year2018-12-31$269,825
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$228,360
Other income not declared elsewhere2018-12-31$30,686
Administrative expenses (other) incurred2018-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,323,742
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,329,486
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$58,653,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,792,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$50,441,808
Interest on participant loans2018-12-31$13,008
Value of interest in common/collective trusts at end of year2018-12-31$8,337,223
Value of interest in common/collective trusts at beginning of year2018-12-31$7,941,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,273,410
Net investment gain or loss from common/collective trusts2018-12-31$179,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$463,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,342,028
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WHITLEY PENN LLP
Accountancy firm EIN2018-12-31752393478
2017 : OKI DATA AMERICAS SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,409,426
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,859,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,829,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,844,021
Value of total assets at end of year2017-12-31$58,653,228
Value of total assets at beginning of year2017-12-31$63,102,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,030
Total interest from all sources2017-12-31$13,119
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,988,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,988,225
Administrative expenses professional fees incurred2017-12-31$30,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,230,543
Participant contributions at end of year2017-12-31$269,825
Participant contributions at beginning of year2017-12-31$418,501
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$119,181
Other income not declared elsewhere2017-12-31$30,000
Administrative expenses (other) incurred2017-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-4,449,651
Value of net assets at end of year (total assets less liabilities)2017-12-31$58,653,228
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$63,102,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$50,441,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$52,262,781
Interest on participant loans2017-12-31$13,119
Value of interest in common/collective trusts at end of year2017-12-31$7,941,595
Value of interest in common/collective trusts at beginning of year2017-12-31$10,421,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,364,126
Net investment gain or loss from common/collective trusts2017-12-31$169,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$494,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,829,047
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JENNIFER L ANDERSON, LLC
Accountancy firm EIN2017-12-31593791008
2016 : OKI DATA AMERICAS SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,733,009
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,872,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,842,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,258,513
Value of total assets at end of year2016-12-31$63,102,879
Value of total assets at beginning of year2016-12-31$66,241,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,053
Total interest from all sources2016-12-31$22,414
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,324,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,324,485
Administrative expenses professional fees incurred2016-12-31$30,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,450,775
Participant contributions at end of year2016-12-31$418,501
Participant contributions at beginning of year2016-12-31$664,618
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$236,206
Other income not declared elsewhere2016-12-31$30,000
Administrative expenses (other) incurred2016-12-31$53
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,139,101
Value of net assets at end of year (total assets less liabilities)2016-12-31$63,102,879
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$66,241,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$52,262,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$53,150,405
Interest on participant loans2016-12-31$22,414
Value of interest in common/collective trusts at end of year2016-12-31$10,421,597
Value of interest in common/collective trusts at beginning of year2016-12-31$12,426,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,875,423
Net investment gain or loss from common/collective trusts2016-12-31$222,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$571,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,842,057
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JENNIFER L ANDERSON, LLC
Accountancy firm EIN2016-12-31593791008
2015 : OKI DATA AMERICAS SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,319,190
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,240,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,162,620
Expenses. Certain deemed distributions of participant loans2015-12-31$17,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,472,608
Value of total assets at end of year2015-12-31$66,241,980
Value of total assets at beginning of year2015-12-31$70,163,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$60,297
Total interest from all sources2015-12-31$27,966
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,081,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,081,807
Administrative expenses professional fees incurred2015-12-31$60,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,558,735
Participant contributions at end of year2015-12-31$664,618
Participant contributions at beginning of year2015-12-31$651,728
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$291,364
Other income not declared elsewhere2015-12-31$45,000
Administrative expenses (other) incurred2015-12-31$297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,921,487
Value of net assets at end of year (total assets less liabilities)2015-12-31$66,241,980
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$70,163,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$53,150,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$55,106,402
Interest on participant loans2015-12-31$27,966
Value of interest in common/collective trusts at end of year2015-12-31$12,426,957
Value of interest in common/collective trusts at beginning of year2015-12-31$14,405,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,573,274
Net investment gain or loss from common/collective trusts2015-12-31$265,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$622,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,162,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JENNIFER L ANDERSON, LLC
Accountancy firm EIN2015-12-31593791008
2014 : OKI DATA AMERICAS SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$6,587,678
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,259,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,211,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,497,249
Value of total assets at end of year2014-12-31$70,163,467
Value of total assets at beginning of year2014-12-31$67,835,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$48,250
Total interest from all sources2014-12-31$27,366
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,022,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,022,353
Administrative expenses professional fees incurred2014-12-31$48,250
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,557,601
Participant contributions at end of year2014-12-31$651,728
Participant contributions at beginning of year2014-12-31$732,453
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$277,420
Other income not declared elsewhere2014-12-31$60,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,327,730
Value of net assets at end of year (total assets less liabilities)2014-12-31$70,163,467
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$67,835,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$55,106,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$53,691,796
Interest on participant loans2014-12-31$27,366
Value of interest in common/collective trusts at end of year2014-12-31$14,405,337
Value of interest in common/collective trusts at beginning of year2014-12-31$13,411,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$699,891
Net investment gain or loss from common/collective trusts2014-12-31$280,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$662,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,211,698
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JENNIFER L ANDERSON, LLC
Accountancy firm EIN2014-12-31593791008
2013 : OKI DATA AMERICAS SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$13,971,653
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,152,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,101,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,399,271
Value of total assets at end of year2013-12-31$67,835,737
Value of total assets at beginning of year2013-12-31$60,016,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,138
Total interest from all sources2013-12-31$36,812
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,691,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,691,091
Administrative expenses professional fees incurred2013-12-31$51,100
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,612,632
Participant contributions at end of year2013-12-31$732,453
Participant contributions at beginning of year2013-12-31$882,935
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$73,573
Other income not declared elsewhere2013-12-31$60,000
Administrative expenses (other) incurred2013-12-31$38
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,818,817
Value of net assets at end of year (total assets less liabilities)2013-12-31$67,835,737
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$60,016,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$53,691,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$46,521,238
Interest on participant loans2013-12-31$36,812
Value of interest in common/collective trusts at end of year2013-12-31$13,411,488
Value of interest in common/collective trusts at beginning of year2013-12-31$12,612,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,509,698
Net investment gain or loss from common/collective trusts2013-12-31$274,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$713,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,101,698
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JENNIFER L ANDERSON, LLC
Accountancy firm EIN2013-12-31593791008
2012 : OKI DATA AMERICAS SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$8,960,340
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,014,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,999,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,445,308
Value of total assets at end of year2012-12-31$60,016,920
Value of total assets at beginning of year2012-12-31$55,070,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,080
Total interest from all sources2012-12-31$47,107
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,502,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,502,072
Administrative expenses professional fees incurred2012-12-31$15,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,716,529
Participant contributions at end of year2012-12-31$882,935
Participant contributions at beginning of year2012-12-31$935,630
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$43,231
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$25,971
Other income not declared elsewhere2012-12-31$60,000
Administrative expenses (other) incurred2012-12-31$80
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,945,988
Value of net assets at end of year (total assets less liabilities)2012-12-31$60,016,920
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$55,070,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$46,521,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,749,606
Interest on participant loans2012-12-31$47,107
Value of interest in common/collective trusts at end of year2012-12-31$12,612,747
Value of interest in common/collective trusts at beginning of year2012-12-31$13,294,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,601,735
Net investment gain or loss from common/collective trusts2012-12-31$304,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$728,779
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$22,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,999,272
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PADDEN,COOPER. LAWSON ET AL, LLC
Accountancy firm EIN2012-12-31270918985
2011 : OKI DATA AMERICAS SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$2,666,354
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,204,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,200,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,497,141
Value of total assets at end of year2011-12-31$55,070,932
Value of total assets at beginning of year2011-12-31$60,608,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,246
Total interest from all sources2011-12-31$51,690
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,576,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,576,974
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,803,904
Participant contributions at end of year2011-12-31$935,630
Participant contributions at beginning of year2011-12-31$986,724
Participant contributions at end of year2011-12-31$43,231
Participant contributions at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$25,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$4,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,538,040
Value of net assets at end of year (total assets less liabilities)2011-12-31$55,070,932
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$60,608,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$40,749,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$46,288,836
Interest on participant loans2011-12-31$51,690
Value of interest in common/collective trusts at end of year2011-12-31$13,294,112
Value of interest in common/collective trusts at beginning of year2011-12-31$13,333,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,895,291
Net investment gain or loss from common/collective trusts2011-12-31$435,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$693,237
Employer contributions (assets) at end of year2011-12-31$22,382
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,200,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PADDEN,COOPER. LAWSON ET AL, LLC
Accountancy firm EIN2011-12-31270918985
2010 : OKI DATA AMERICAS SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$10,296,564
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,191,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,188,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,055,231
Value of total assets at end of year2010-12-31$60,608,972
Value of total assets at beginning of year2010-12-31$55,504,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,720
Total interest from all sources2010-12-31$57,837
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$976,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$976,503
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,169,094
Participant contributions at end of year2010-12-31$986,724
Participant contributions at beginning of year2010-12-31$903,618
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$42,029
Administrative expenses (other) incurred2010-12-31$3,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,104,670
Value of net assets at end of year (total assets less liabilities)2010-12-31$60,608,972
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$55,504,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$46,288,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,180,319
Interest on participant loans2010-12-31$57,837
Value of interest in common/collective trusts at end of year2010-12-31$13,333,412
Value of interest in common/collective trusts at beginning of year2010-12-31$13,420,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,684,045
Net investment gain or loss from common/collective trusts2010-12-31$522,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$844,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,188,174
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PADDEN,COOPER. LAWSON ET AL, LLC
Accountancy firm EIN2010-12-31270918985

Form 5500 Responses for OKI DATA AMERICAS SAVINGS PLAN

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

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