EXIDE TECHNOLOGIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EXIDE TECHNOLOGIES RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2018: EXIDE TECHNOLOGIES RETIREMENT PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 280,605,717 |
| Acturial value of plan assets | 2018-12-31 | 263,829,057 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 195,371,651 |
| Number of terminated vested participants | 2018-12-31 | 2,039 |
| Fundng target for terminated vested participants | 2018-12-31 | 59,207,134 |
| Active participant vested funding target | 2018-12-31 | 30,576,921 |
| Number of active participants | 2018-12-31 | 1,294 |
| Total funding liabilities for active participants | 2018-12-31 | 31,167,215 |
| Total participant count | 2018-12-31 | 9,005 |
| Total funding target for all participants | 2018-12-31 | 285,746,000 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,794,458 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 1,794,458 |
| Present value of excess contributions | 2018-12-31 | 3,069 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 3,247 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 2,034,377 |
| Total employer contributions | 2018-12-31 | 6,755,000 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 6,399,590 |
| Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 4,201,017 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 23,951,320 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 8,433,524 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 2,034,377 |
| Additional cash requirement | 2018-12-31 | 6,399,147 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 6,399,590 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 9,005 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,185 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 4,713 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,803 |
| Total of all active and inactive participants | 2018-01-01 | 7,701 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1,080 |
| Total participants | 2018-01-01 | 8,781 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: EXIDE TECHNOLOGIES RETIREMENT PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 289,727,625 |
| Acturial value of plan assets | 2017-12-31 | 293,452,546 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 190,524,042 |
| Number of terminated vested participants | 2017-12-31 | 3,307 |
| Fundng target for terminated vested participants | 2017-12-31 | 85,127,900 |
| Active participant vested funding target | 2017-12-31 | 31,990,471 |
| Number of active participants | 2017-12-31 | 1,408 |
| Total funding liabilities for active participants | 2017-12-31 | 32,610,609 |
| Total participant count | 2017-12-31 | 10,267 |
| Total funding target for all participants | 2017-12-31 | 308,262,551 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,637,578 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 1,637,578 |
| Present value of excess contributions | 2017-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 1,794,458 |
| Total employer contributions | 2017-12-31 | 7,960,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 7,230,762 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 4,501,043 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 16,604,463 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 7,227,693 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 7,227,693 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 7,230,762 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 10,267 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,294 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 4,773 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,905 |
| Total of all active and inactive participants | 2017-01-01 | 7,972 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1,033 |
| Total participants | 2017-01-01 | 9,005 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: EXIDE TECHNOLOGIES RETIREMENT PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 296,890,875 |
| Acturial value of plan assets | 2016-12-31 | 315,999,575 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 185,947,757 |
| Number of terminated vested participants | 2016-12-31 | 4,991 |
| Fundng target for terminated vested participants | 2016-12-31 | 90,731,837 |
| Active participant vested funding target | 2016-12-31 | 32,705,100 |
| Number of active participants | 2016-12-31 | 1,544 |
| Total funding liabilities for active participants | 2016-12-31 | 33,423,509 |
| Total participant count | 2016-12-31 | 11,963 |
| Total funding target for all participants | 2016-12-31 | 310,103,103 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,696,796 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 1,696,796 |
| Present value of excess contributions | 2016-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 1,637,578 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 3,201,139 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Waived amount of outstanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 11,963 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,408 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 4,677 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3,188 |
| Total of all active and inactive participants | 2016-01-01 | 9,273 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 994 |
| Total participants | 2016-01-01 | 10,267 |
| 2015: EXIDE TECHNOLOGIES RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 12,260 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,544 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 4,608 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4,814 |
| Total of all active and inactive participants | 2015-01-01 | 10,966 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 997 |
| Total participants | 2015-01-01 | 11,963 |
| 2014: EXIDE TECHNOLOGIES RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 12,551 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,551 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 4,454 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5,191 |
| Total of all active and inactive participants | 2014-01-01 | 11,196 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1,064 |
| Total participants | 2014-01-01 | 12,260 |
| 2013: EXIDE TECHNOLOGIES RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 12,731 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,688 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 4,272 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5,586 |
| Total of all active and inactive participants | 2013-01-01 | 11,546 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1,005 |
| Total participants | 2013-01-01 | 12,551 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: EXIDE TECHNOLOGIES RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 12,835 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,982 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 4,162 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5,639 |
| Total of all active and inactive participants | 2012-01-01 | 11,783 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 948 |
| Total participants | 2012-01-01 | 12,731 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: EXIDE TECHNOLOGIES RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 13,099 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,161 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 4,086 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5,675 |
| Total of all active and inactive participants | 2011-01-01 | 11,922 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 913 |
| Total participants | 2011-01-01 | 12,835 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
| 2009: EXIDE TECHNOLOGIES RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 13,915 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,823 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 3,676 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6,181 |
| Total of all active and inactive participants | 2009-01-01 | 12,680 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 845 |
| Total participants | 2009-01-01 | 13,525 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 196 |
| Measure | Date | Value |
|---|
| 2018 : EXIDE TECHNOLOGIES RETIREMENT PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-159,227 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-159,227 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $81,978 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $210,066 |
| Total income from all sources (including contributions) | 2018-12-31 | $-8,004,764 |
| Total of all expenses incurred | 2018-12-31 | $25,954,332 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $21,748,462 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,755,000 |
| Value of total assets at end of year | 2018-12-31 | $247,037,729 |
| Value of total assets at beginning of year | 2018-12-31 | $281,124,913 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,205,870 |
| Total interest from all sources | 2018-12-31 | $80 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $792,859 |
| 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 | $792,859 |
| Administrative expenses professional fees incurred | 2018-12-31 | $1,076,278 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $33,672,906 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $33,832,132 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $12,508 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $19,170 |
| Administrative expenses (other) incurred | 2018-12-31 | $2,922,342 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $81,978 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $210,066 |
| 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 | $-33,959,096 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $246,955,751 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $280,914,847 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $207,250 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $22,477,759 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $28,969,818 |
| Interest earned on other investments | 2018-12-31 | $80 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $187,529,556 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $210,343,793 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,579,918 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-11,813,558 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $6,755,000 |
| Employer contributions (assets) at end of year | 2018-12-31 | $3,345,000 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $7,960,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $21,748,462 |
| 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 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | WINDHAM BRANNON, PC |
| Accountancy firm EIN | 2018-12-31 | 581763439 |
| 2017 : EXIDE TECHNOLOGIES RETIREMENT PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $582,133 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $582,133 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $210,066 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $77,845 |
| Total income from all sources (including contributions) | 2017-12-31 | $43,434,176 |
| Total loss/gain on sale of assets | 2017-12-31 | $206 |
| Total of all expenses incurred | 2017-12-31 | $52,246,952 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $47,963,637 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $7,960,000 |
| Value of total assets at end of year | 2017-12-31 | $281,124,913 |
| Value of total assets at beginning of year | 2017-12-31 | $289,805,468 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,283,315 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $6,698,380 |
| 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 | $6,698,380 |
| Administrative expenses professional fees incurred | 2017-12-31 | $1,034,920 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $33,832,132 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $19,170 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $24,473 |
| Other income not declared elsewhere | 2017-12-31 | $4,668 |
| Administrative expenses (other) incurred | 2017-12-31 | $3,136,698 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $210,066 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $77,845 |
| 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 | $-8,812,776 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $280,914,847 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $289,727,623 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $111,697 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $28,969,818 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $210,343,793 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $289,780,995 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $19,229,022 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $8,959,767 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $7,960,000 |
| Employer contributions (assets) at end of year | 2017-12-31 | $7,960,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $47,963,637 |
| 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 | No |
| 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 | $206 |
| 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 | WINDHAM BRANNON, PC |
| Accountancy firm EIN | 2017-12-31 | 581763439 |
| 2016 : EXIDE TECHNOLOGIES RETIREMENT PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $77,845 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $197,049 |
| Total income from all sources (including contributions) | 2016-12-31 | $26,804,845 |
| Total of all expenses incurred | 2016-12-31 | $33,968,097 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $29,634,615 |
| Value of total assets at end of year | 2016-12-31 | $289,805,468 |
| Value of total assets at beginning of year | 2016-12-31 | $297,087,924 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,333,482 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $1,375,141 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $24,473 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $881 |
| Administrative expenses (other) incurred | 2016-12-31 | $2,958,341 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $77,845 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $197,049 |
| 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 | $-7,163,252 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $289,727,623 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $296,890,875 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $289,780,995 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $297,087,043 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $26,804,845 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $29,634,615 |
| 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 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | WINDHAM BRANNON, PC |
| Accountancy firm EIN | 2016-12-31 | 581763439 |
| 2015 : EXIDE TECHNOLOGIES RETIREMENT PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $197,049 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $197,849 |
| Total income from all sources (including contributions) | 2015-12-31 | $-11,144,102 |
| Total of all expenses incurred | 2015-12-31 | $23,229,316 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $20,074,027 |
| Value of total assets at end of year | 2015-12-31 | $297,087,924 |
| Value of total assets at beginning of year | 2015-12-31 | $331,462,142 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,155,289 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $1,105,343 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $881 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $188 |
| Administrative expenses (other) incurred | 2015-12-31 | $2,049,946 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $197,049 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $197,849 |
| 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 | $-34,373,418 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $296,890,875 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $331,264,293 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $297,087,043 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $331,461,954 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-11,144,102 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $20,074,027 |
| 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 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | WINDHAM BRANNON, PC |
| Accountancy firm EIN | 2015-12-31 | 581763439 |
| 2014 : EXIDE TECHNOLOGIES RETIREMENT PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $197,849 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $168,074 |
| Total income from all sources (including contributions) | 2014-12-31 | $27,969,206 |
| Total of all expenses incurred | 2014-12-31 | $23,462,135 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $21,067,720 |
| Value of total assets at end of year | 2014-12-31 | $331,462,142 |
| Value of total assets at beginning of year | 2014-12-31 | $326,925,296 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,394,415 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $1,123,934 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $188 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $393 |
| Administrative expenses (other) incurred | 2014-12-31 | $1,130,706 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $197,849 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $168,074 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $4,507,071 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $331,264,293 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $326,757,222 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $139,775 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $331,461,954 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $325,324,903 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $27,969,206 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $1,600,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $21,067,720 |
| 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 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | WINDHAM BRANNON, PC |
| Accountancy firm EIN | 2014-12-31 | 581763439 |
| 2013 : EXIDE TECHNOLOGIES RETIREMENT PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $168,074 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $261,636 |
| Total income from all sources (including contributions) | 2013-12-31 | $29,982,996 |
| Total of all expenses incurred | 2013-12-31 | $21,451,665 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $19,253,927 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,366,371 |
| Value of total assets at end of year | 2013-12-31 | $326,925,296 |
| Value of total assets at beginning of year | 2013-12-31 | $318,487,527 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,197,738 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $1,097,645 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $393 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $341 |
| Administrative expenses (other) incurred | 2013-12-31 | $1,100,093 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $168,074 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $261,636 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $8,531,331 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $326,757,222 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $318,225,891 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $325,324,903 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $317,694,686 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $27,616,625 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $2,366,371 |
| Employer contributions (assets) at end of year | 2013-12-31 | $1,600,000 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $792,500 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $19,253,927 |
| 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 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | WINDHAM BRANNON, PC |
| Accountancy firm EIN | 2013-12-31 | 581763439 |
| 2012 : EXIDE TECHNOLOGIES RETIREMENT PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $261,636 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $528,006 |
| Total income from all sources (including contributions) | 2012-12-31 | $40,832,673 |
| Total loss/gain on sale of assets | 2012-12-31 | $37,677 |
| Total of all expenses incurred | 2012-12-31 | $21,211,244 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $18,952,362 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,210,000 |
| Value of total assets at end of year | 2012-12-31 | $318,487,527 |
| Value of total assets at beginning of year | 2012-12-31 | $299,132,468 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,258,882 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $1,072,803 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $341 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $393,794 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $393,527 |
| Administrative expenses (other) incurred | 2012-12-31 | $1,186,079 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $261,636 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $134,479 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $19,621,429 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $318,225,891 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $298,604,462 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $88,546,732 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $317,694,686 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $199,799,304 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $38,584,996 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $2,210,000 |
| Employer contributions (assets) at end of year | 2012-12-31 | $792,500 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $10,244,984 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $18,952,362 |
| 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 | 2012-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $147,654 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $185,331 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $147,654 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | WINDHAM BRANNON, PC |
| Accountancy firm EIN | 2012-12-31 | 581763439 |
| 2011 : EXIDE TECHNOLOGIES RETIREMENT PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-25,306 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-25,306 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $528,006 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,007,617 |
| Total income from all sources (including contributions) | 2011-12-31 | $36,728,558 |
| Total loss/gain on sale of assets | 2011-12-31 | $23,105 |
| Total of all expenses incurred | 2011-12-31 | $20,938,033 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $18,830,463 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $16,324,968 |
| Value of total assets at end of year | 2011-12-31 | $299,132,468 |
| Value of total assets at beginning of year | 2011-12-31 | $283,821,554 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,107,570 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $6,252,631 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $6,248,359 |
| Administrative expenses professional fees incurred | 2011-12-31 | $416,135 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $393,794 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $675,377 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $393,527 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $675,336 |
| Administrative expenses (other) incurred | 2011-12-31 | $1,562,470 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $134,479 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $332,281 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $15,790,525 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $298,604,462 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $282,813,937 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $128,965 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $88,546,732 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $187,604,928 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $199,799,304 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $89,026,844 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $11,851,115 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $2,302,045 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $16,324,968 |
| Employer contributions (assets) at end of year | 2011-12-31 | $10,244,984 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $6,341,445 |
| Income. Dividends from common stock | 2011-12-31 | $4,272 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $18,830,463 |
| 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 | 2011-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $147,654 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $172,960 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $23,105 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | WINDHAM BRANNON, P.C. |
| Accountancy firm EIN | 2011-12-31 | 581763439 |
| 2010 : EXIDE TECHNOLOGIES RETIREMENT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $26,367 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $26,367 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,007,617 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $588,162 |
| Total income from all sources (including contributions) | 2010-12-31 | $41,211,651 |
| Total loss/gain on sale of assets | 2010-12-31 | $43,409 |
| Total of all expenses incurred | 2010-12-31 | $21,166,393 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $19,193,053 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,341,445 |
| Value of total assets at end of year | 2010-12-31 | $283,821,554 |
| Value of total assets at beginning of year | 2010-12-31 | $263,356,841 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,973,340 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $8,447,899 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $8,444,511 |
| Administrative expenses professional fees incurred | 2010-12-31 | $761,923 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $7,016,822 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $897,260 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $675,336 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $373,708 |
| Administrative expenses (other) incurred | 2010-12-31 | $955,679 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $332,281 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $214,454 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $20,045,258 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $282,813,937 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $262,768,679 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $255,738 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $187,604,928 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $181,467,311 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $89,026,844 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $80,845,677 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $17,047,287 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $9,305,244 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $6,341,445 |
| Income. Dividends from common stock | 2010-12-31 | $3,388 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $19,193,053 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $172,960 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $146,593 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $43,409 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | WINDHAM BRANNON, P.C. |
| Accountancy firm EIN | 2010-12-31 | 581763439 |
