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AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameAGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN
Plan identification number 002

AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AGUSTAWESTLAND PHILADELPHIA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:AGUSTAWESTLAND PHILADELPHIA CORPORATION
Employer identification number (EIN):232143130
NAIC Classification:336990

Additional information about AGUSTAWESTLAND PHILADELPHIA CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0893572

More information about AGUSTAWESTLAND PHILADELPHIA CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DEDE HUSCHER
0022016-01-01DEDE HUSCHER
0022015-01-01DEDE HUSCHER
0022014-01-01DEDE HUSCHER
0022014-01-01DEDE HUSCHER
0022013-01-01DEDE HUSCHER
0022012-01-01DEDE HUSCHER
0022011-01-01DEDE HUSCHER
0022010-01-01DEDE HUSCHER
0022009-01-01DEDEHUSCHER

Plan Statistics for AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01886
Total number of active participants reported on line 7a of the Form 55002022-01-01706
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01218
Total of all active and inactive participants2022-01-01926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01926
Number of participants with account balances2022-01-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0144
2021: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01843
Total number of active participants reported on line 7a of the Form 55002021-01-01663
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01209
Total of all active and inactive participants2021-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01876
Number of participants with account balances2021-01-01873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0155
2020: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01798
Total number of active participants reported on line 7a of the Form 55002020-01-01683
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01149
Total of all active and inactive participants2020-01-01835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01835
Number of participants with account balances2020-01-01835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01672
Total number of active participants reported on line 7a of the Form 55002019-01-01648
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01143
Total of all active and inactive participants2019-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01793
Number of participants with account balances2019-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01621
Total number of active participants reported on line 7a of the Form 55002018-01-01536
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01124
Total of all active and inactive participants2018-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01663
Number of participants with account balances2018-01-01654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01619
Total number of active participants reported on line 7a of the Form 55002017-01-01485
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01134
Total of all active and inactive participants2017-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01620
Number of participants with account balances2017-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01618
Total number of active participants reported on line 7a of the Form 55002016-01-01553
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01619
Number of participants with account balances2016-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01662
Total number of active participants reported on line 7a of the Form 55002015-01-01577
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01618
Number of participants with account balances2015-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01632
Total number of active participants reported on line 7a of the Form 55002014-01-01608
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01662
Number of participants with account balances2014-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01589
Total number of active participants reported on line 7a of the Form 55002013-01-01593
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01632
Number of participants with account balances2013-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01562
Total number of active participants reported on line 7a of the Form 55002012-01-01551
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01589
Number of participants with account balances2012-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01535
Total number of active participants reported on line 7a of the Form 55002011-01-01527
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01562
Number of participants with account balances2011-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2010: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01512
Total number of active participants reported on line 7a of the Form 55002010-01-01492
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01530
Number of participants with account balances2010-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01259
Total number of active participants reported on line 7a of the Form 55002009-01-01478
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01512
Number of participants with account balances2009-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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$0
Total income from all sources (including contributions)2022-12-31$-2,955,141
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,245,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,026,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,820,868
Value of total assets at end of year2022-12-31$84,231,875
Value of total assets at beginning of year2022-12-31$94,432,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$218,765
Total interest from all sources2022-12-31$186,009
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$111,139
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$111,139
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$5,693,655
Participant contributions at end of year2022-12-31$1,358,825
Participant contributions at beginning of year2022-12-31$1,306,968
Participant contributions at end of year2022-12-31$169,973
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$474,005
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,200,752
Value of net assets at end of year (total assets less liabilities)2022-12-31$84,231,875
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$94,432,627
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
Investment advisory and management fees2022-12-31$140,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,146,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,217,577
Value of interest in pooled separate accounts at end of year2022-12-31$69,436,129
Value of interest in pooled separate accounts at beginning of year2022-12-31$77,679,818
Interest on participant loans2022-12-31$61,752
Interest earned on other investments2022-12-31$124,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,902,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,177,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,518,603
Net investment gain/loss from pooled separate accounts2022-12-31$-11,554,554
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$3,653,208
Employer contributions (assets) at end of year2022-12-31$217,759
Employer contributions (assets) at beginning of year2022-12-31$51,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,026,846
Contract administrator fees2022-12-31$76,653
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 name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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$20,635,305
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,666,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,406,081
Value of total corrective distributions2021-12-31$94
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,256,822
Value of total assets at end of year2021-12-31$94,432,627
Value of total assets at beginning of year2021-12-31$79,464,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$260,696
Total interest from all sources2021-12-31$169,022
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$110,703
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$110,703
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$5,010,692
Participant contributions at end of year2021-12-31$1,306,968
Participant contributions at beginning of year2021-12-31$1,196,595
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$612,189
Administrative expenses (other) incurred2021-12-31$260,696
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$14,968,434
Value of net assets at end of year (total assets less liabilities)2021-12-31$94,432,627
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$79,464,193
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$9,217,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,377,323
Value of interest in pooled separate accounts at end of year2021-12-31$77,679,818
Value of interest in pooled separate accounts at beginning of year2021-12-31$63,985,814
Interest on participant loans2021-12-31$63,018
Interest earned on other investments2021-12-31$106,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,177,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,881,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,044,109
Net investment gain/loss from pooled separate accounts2021-12-31$11,054,649
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$2,633,941
Employer contributions (assets) at end of year2021-12-31$51,172
Employer contributions (assets) at beginning of year2021-12-31$22,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,406,081
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 name2021-12-31FRIEDMAN, LLP
Accountancy firm EIN2021-12-31131610809
2020 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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$16,249,992
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,275,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,077,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,076,430
Value of total assets at end of year2020-12-31$79,464,193
Value of total assets at beginning of year2020-12-31$66,490,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$198,490
Total interest from all sources2020-12-31$188,425
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$55,185
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$55,185
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$4,863,728
Participant contributions at end of year2020-12-31$1,196,595
Participant contributions at beginning of year2020-12-31$1,266,436
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$424,065
Administrative expenses (other) incurred2020-12-31$198,490
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$12,974,164
Value of net assets at end of year (total assets less liabilities)2020-12-31$79,464,193
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$66,490,029
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,377,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,866,103
Value of interest in pooled separate accounts at end of year2020-12-31$63,985,814
Value of interest in pooled separate accounts at beginning of year2020-12-31$54,356,940
Interest on participant loans2020-12-31$71,140
Interest earned on other investments2020-12-31$117,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,881,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,937,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,103,084
Net investment gain/loss from pooled separate accounts2020-12-31$6,826,868
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,788,637
Employer contributions (assets) at end of year2020-12-31$22,742
Employer contributions (assets) at beginning of year2020-12-31$63,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,077,338
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FRIEDMAN, LLP
Accountancy firm EIN2020-12-31131610809
2019 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$18,356,576
Total income from all sources (including contributions)2019-12-31$18,356,576
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,784,538
Total of all expenses incurred2019-12-31$2,784,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,607,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,607,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,890,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,890,028
Value of total assets at end of year2019-12-31$66,490,029
Value of total assets at end of year2019-12-31$66,490,029
Value of total assets at beginning of year2019-12-31$50,917,991
Value of total assets at beginning of year2019-12-31$50,917,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$177,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$177,062
Total interest from all sources2019-12-31$159,427
Total interest from all sources2019-12-31$159,427
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$56,394
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$56,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$56,394
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$56,394
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$4,235,719
Contributions received from participants2019-12-31$4,235,719
Participant contributions at end of year2019-12-31$1,266,436
Participant contributions at end of year2019-12-31$1,266,436
Participant contributions at beginning of year2019-12-31$1,365,734
Participant contributions at beginning of year2019-12-31$1,365,734
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$760,710
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$760,710
Administrative expenses (other) incurred2019-12-31$177,062
Administrative expenses (other) incurred2019-12-31$177,062
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
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$15,572,038
Value of net income/loss2019-12-31$15,572,038
Value of net assets at end of year (total assets less liabilities)2019-12-31$66,490,029
Value of net assets at end of year (total assets less liabilities)2019-12-31$66,490,029
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,917,991
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,917,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$6,866,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,866,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,333,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,333,818
Value of interest in pooled separate accounts at end of year2019-12-31$54,356,940
Value of interest in pooled separate accounts at end of year2019-12-31$54,356,940
Value of interest in pooled separate accounts at beginning of year2019-12-31$41,946,438
Value of interest in pooled separate accounts at beginning of year2019-12-31$41,946,438
Interest on participant loans2019-12-31$71,283
Interest on participant loans2019-12-31$71,283
Interest earned on other investments2019-12-31$88,144
Interest earned on other investments2019-12-31$88,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,937,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,937,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,200,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,200,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,288,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,288,175
Net investment gain/loss from pooled separate accounts2019-12-31$8,962,552
Net investment gain/loss from pooled separate accounts2019-12-31$8,962,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,893,599
Contributions received in cash from employer2019-12-31$2,893,599
Employer contributions (assets) at end of year2019-12-31$63,494
Employer contributions (assets) at end of year2019-12-31$63,494
Employer contributions (assets) at beginning of year2019-12-31$71,687
Employer contributions (assets) at beginning of year2019-12-31$71,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,607,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,607,476
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FRIEDMAN, LLP
Accountancy firm name2019-12-31FRIEDMAN, LLP
Accountancy firm EIN2019-12-31131610809
Accountancy firm EIN2019-12-31131610809
2018 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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$3,316,011
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,164,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,787,377
Expenses. Certain deemed distributions of participant loans2018-12-31$2,964
Value of total corrective distributions2018-12-31$363,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,175,253
Value of total assets at end of year2018-12-31$50,917,991
Value of total assets at beginning of year2018-12-31$53,766,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,447
Total interest from all sources2018-12-31$125,494
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$43,229
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$43,229
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$3,633,131
Participant contributions at end of year2018-12-31$1,365,734
Participant contributions at beginning of year2018-12-31$1,001,148
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$129,470
Administrative expenses (other) incurred2018-12-31$10,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,848,544
Value of net assets at end of year (total assets less liabilities)2018-12-31$50,917,991
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$53,766,535
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$4,333,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,296,137
Value of interest in pooled separate accounts at end of year2018-12-31$41,946,438
Value of interest in pooled separate accounts at beginning of year2018-12-31$45,512,704
Interest on participant loans2018-12-31$59,268
Interest earned on other investments2018-12-31$66,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,200,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,888,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-710,230
Net investment gain/loss from pooled separate accounts2018-12-31$-2,317,735
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$2,412,652
Employer contributions (assets) at end of year2018-12-31$71,687
Employer contributions (assets) at beginning of year2018-12-31$68,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,787,377
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 name2018-12-31FRIEDMAN, LLP
Accountancy firm EIN2018-12-31131610809
2017 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$18,403,512
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$12,473,678
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,563,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,553,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,926,991
Value of total assets at end of year2017-12-31$53,766,535
Value of total assets at beginning of year2017-12-31$26,453,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,337
Total interest from all sources2017-12-31$92,053
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$47,548
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$47,548
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$3,430,558
Participant contributions at end of year2017-12-31$1,001,148
Participant contributions at beginning of year2017-12-31$841,632
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$411,668
Administrative expenses (other) incurred2017-12-31$10,337
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$8,909,988
Value of net assets at end of year (total assets less liabilities)2017-12-31$53,766,535
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,453,035
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$4,296,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,370,401
Value of interest in pooled separate accounts at end of year2017-12-31$45,512,704
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$41,279
Interest earned on other investments2017-12-31$50,774
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$1,228,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,888,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$675,584
Net investment gain/loss from pooled separate accounts2017-12-31$5,731,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$2,084,765
Employer contributions (assets) at end of year2017-12-31$68,119
Employer contributions (assets) at beginning of year2017-12-31$12,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,553,353
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 name2017-12-31FRIEDMAN, LLP
Accountancy firm EIN2017-12-31131610809
2016 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,598,898
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,198,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,190,971
Expenses. Certain deemed distributions of participant loans2016-12-31$2,430
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,755,720
Value of total assets at end of year2016-12-31$26,453,035
Value of total assets at beginning of year2016-12-31$22,052,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,213
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$32,951
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$960,470
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$960,470
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,806,990
Participant contributions at end of year2016-12-31$841,632
Participant contributions at beginning of year2016-12-31$800,355
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,942
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$625,240
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$5,213
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$4,400,284
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,453,035
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,052,751
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,370,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,791,024
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$32,951
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,228,074
Value of interest in common/collective trusts at beginning of year2016-12-31$443,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$849,757
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$323,490
Employer contributions (assets) at end of year2016-12-31$12,928
Employer contributions (assets) at beginning of year2016-12-31$15,489
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,190,971
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31FRIEDMAN, LLP
Accountancy firm EIN2016-12-31131610809
2015 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$131,777
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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,501,660
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,074,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,061,183
Expenses. Certain deemed distributions of participant loans2015-12-31$7,206
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,656,320
Value of total assets at end of year2015-12-31$22,052,751
Value of total assets at beginning of year2015-12-31$19,493,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,652
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$27,476
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$947,155
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$947,155
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,682,187
Participant contributions at end of year2015-12-31$800,355
Participant contributions at beginning of year2015-12-31$671,647
Participant contributions at end of year2015-12-31$1,942
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$673,314
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$5,652
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$2,427,619
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,052,751
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,493,355
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,791,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,535,295
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$27,476
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$443,941
Value of interest in common/collective trusts at beginning of year2015-12-31$273,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,134,019
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$4,728
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$300,819
Employer contributions (assets) at end of year2015-12-31$15,489
Employer contributions (assets) at beginning of year2015-12-31$12,586
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,061,183
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31FRIEDMAN, LLP
Accountancy firm EIN2015-12-31131610809
2014 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,129,605
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$749,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$732,393
Expenses. Certain deemed distributions of participant loans2014-12-31$11,624
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,227,089
Value of total assets at end of year2014-12-31$19,493,355
Value of total assets at beginning of year2014-12-31$16,113,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,341
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$22,242
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,116,179
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$1,116,179
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,388,813
Participant contributions at end of year2014-12-31$671,647
Participant contributions at beginning of year2014-12-31$488,559
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$540,777
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$5,341
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$3,380,247
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,493,355
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,113,108
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,535,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,316,963
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$22,242
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$273,827
Value of interest in common/collective trusts at beginning of year2014-12-31$265,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-238,556
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$2,651
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$297,499
Employer contributions (assets) at end of year2014-12-31$12,586
Employer contributions (assets) at beginning of year2014-12-31$41,949
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$732,393
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31FRIEDMAN, LLP
Accountancy firm EIN2014-12-31131610809
2013 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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$27,545
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,440,428
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,011,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,987,385
Expenses. Certain deemed distributions of participant loans2013-12-31$12,774
Value of total corrective distributions2013-12-31$6,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,520,895
Value of total assets at end of year2013-12-31$16,113,108
Value of total assets at beginning of year2013-12-31$13,712,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,881
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$17,488
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$638,521
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$638,521
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,034,789
Participant contributions at end of year2013-12-31$488,559
Participant contributions at beginning of year2013-12-31$339,134
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$96,014
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$196,940
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$83
Administrative expenses (other) incurred2013-12-31$4,881
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$27,545
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$100
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$2,428,490
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,113,108
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,684,618
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,316,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,258,911
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$17,488
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$265,637
Value of interest in common/collective trusts at beginning of year2013-12-31$4,004,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,339,161
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-75,720
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$289,166
Employer contributions (assets) at end of year2013-12-31$41,949
Employer contributions (assets) at beginning of year2013-12-31$11,660
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,987,385
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31FRIEDMAN, LLP
Accountancy firm EIN2013-12-31131610809
2012 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,982
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,088,261
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,388,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,368,119
Expenses. Certain deemed distributions of participant loans2012-12-31$14,918
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,079,106
Value of total assets at end of year2012-12-31$13,712,163
Value of total assets at beginning of year2012-12-31$12,012,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,050
Total interest from all sources2012-12-31$12,243
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$207,463
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$207,463
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$1,812,196
Participant contributions at end of year2012-12-31$339,134
Participant contributions at beginning of year2012-12-31$315,629
Participant contributions at end of year2012-12-31$96,014
Participant contributions at beginning of year2012-12-31$34,623
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$351
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$58
Administrative expenses (other) incurred2012-12-31$5,050
Liabilities. Value of operating payables at end of year2012-12-31$27,545
Liabilities. Value of operating payables at beginning of year2012-12-31$27,982
Total non interest bearing cash at end of year2012-12-31$100
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,700,174
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,684,618
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,984,444
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,258,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,672,072
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$12,243
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$4,004,818
Value of interest in common/collective trusts at beginning of year2012-12-31$3,984,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$699,944
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$89,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$266,559
Employer contributions (assets) at end of year2012-12-31$11,660
Employer contributions (assets) at beginning of year2012-12-31$4,119
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,368,119
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FRIEDMAN, LLP
Accountancy firm EIN2012-12-31131610809
2011 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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$27,982
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$43,898
Total income from all sources (including contributions)2011-12-31$1,839,614
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$660,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$613,281
Expenses. Certain deemed distributions of participant loans2011-12-31$5,062
Value of total corrective distributions2011-12-31$27,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,197,524
Value of total assets at end of year2011-12-31$12,012,426
Value of total assets at beginning of year2011-12-31$10,849,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,521
Total interest from all sources2011-12-31$13,501
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$196,849
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$196,849
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$1,627,143
Participant contributions at end of year2011-12-31$315,629
Participant contributions at beginning of year2011-12-31$252,553
Participant contributions at end of year2011-12-31$34,623
Participant contributions at beginning of year2011-12-31$40,475
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$316,157
Other income not declared elsewhere2011-12-31$2,206
Administrative expenses (other) incurred2011-12-31$14,521
Liabilities. Value of operating payables at end of year2011-12-31$27,982
Liabilities. Value of operating payables at beginning of year2011-12-31$43,898
Total non interest bearing cash at beginning of year2011-12-31$300
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$1,178,768
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,984,444
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,805,676
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$7,672,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,249,505
Interest on participant loans2011-12-31$13,501
Value of interest in common/collective trusts at end of year2011-12-31$3,984,456
Value of interest in common/collective trusts at beginning of year2011-12-31$3,302,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-629,916
Net investment gain or loss from common/collective trusts2011-12-31$59,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$254,224
Employer contributions (assets) at end of year2011-12-31$4,119
Employer contributions (assets) at beginning of year2011-12-31$4,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$613,281
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FRIEDMAN, LLP
Accountancy firm EIN2011-12-31131610809
2010 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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$43,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$58,326
Total income from all sources (including contributions)2010-12-31$2,712,259
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$508,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$396,041
Expenses. Certain deemed distributions of participant loans2010-12-31$32,480
Value of total corrective distributions2010-12-31$72,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,859,753
Value of total assets at end of year2010-12-31$10,849,574
Value of total assets at beginning of year2010-12-31$8,660,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,221
Total interest from all sources2010-12-31$10,583
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$196,167
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$196,167
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$1,489,904
Participant contributions at end of year2010-12-31$252,553
Participant contributions at beginning of year2010-12-31$170,863
Participant contributions at end of year2010-12-31$40,475
Participant contributions at beginning of year2010-12-31$27,310
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$178,366
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$191,257
Administrative expenses (other) incurred2010-12-31$7,221
Liabilities. Value of operating payables at end of year2010-12-31$43,898
Liabilities. Value of operating payables at beginning of year2010-12-31$58,326
Total non interest bearing cash at end of year2010-12-31$300
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$2,203,799
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,805,676
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,601,877
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$7,249,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,586,805
Interest on participant loans2010-12-31$10,583
Value of interest in common/collective trusts at end of year2010-12-31$3,302,568
Value of interest in common/collective trusts at beginning of year2010-12-31$2,693,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$793,842
Net investment gain or loss from common/collective trusts2010-12-31$-148,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$178,592
Employer contributions (assets) at end of year2010-12-31$4,173
Employer contributions (assets) at beginning of year2010-12-31$3,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$396,041
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 name2010-12-31FRIEDMAN, LLP
Accountancy firm EIN2010-12-31131610809
2009 : AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN

2022: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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: AGUSTAWESTLAND PHILADELPHIA CORPORATION RETIREMENT AND 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074994
Policy instance 1
Insurance contract or identification number074994
Number of Individuals Covered926
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074994
Policy instance 1
Insurance contract or identification number074994
Number of Individuals Covered876
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074994
Policy instance 1
Insurance contract or identification number074994
Number of Individuals Covered835
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074994
Policy instance 1
Insurance contract or identification number074994
Number of Individuals Covered793
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074994
Policy instance 1
Insurance contract or identification number074994
Number of Individuals Covered663
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074994
Policy instance 1
Insurance contract or identification number074994
Number of Individuals Covered620
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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