ROCKWELL AUTOMATION CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2022 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $30,274,207 |
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 | $-487,977,094 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $360,671,830 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $360,632,467 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $21,301 |
Value of total corrective distributions | 2022-12-31 | $18,062 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $162,938,236 |
Value of total assets at end of year | 2022-12-31 | $3,151,693,798 |
Value of total assets at beginning of year | 2022-12-31 | $3,970,068,515 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $722,095 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $117,776,717 |
Participant contributions at end of year | 2022-12-31 | $15,401,301 |
Participant contributions at beginning of year | 2022-12-31 | $15,340,271 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-848,648,924 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,151,693,798 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,970,068,515 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest on participant loans | 2022-12-31 | $722,095 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $3,114,327,771 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $3,936,778,952 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $45,161,519 |
Employer contributions (assets) at end of year | 2022-12-31 | $21,964,726 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $17,949,292 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $360,632,467 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2022-12-31 | 390758449 |
2021 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $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 | $730,772,998 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $378,882,191 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $378,808,899 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $57,091 |
Value of total corrective distributions | 2021-12-31 | $16,201 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $146,492,376 |
Value of total assets at end of year | 2021-12-31 | $3,970,068,515 |
Value of total assets at beginning of year | 2021-12-31 | $3,618,177,708 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $930,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $102,001,145 |
Participant contributions at end of year | 2021-12-31 | $15,340,271 |
Participant contributions at beginning of year | 2021-12-31 | $17,380,099 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $81 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $351,890,807 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,970,068,515 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,618,177,708 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest on participant loans | 2021-12-31 | $930,510 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $3,936,778,952 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $3,585,844,884 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $44,491,150 |
Employer contributions (assets) at end of year | 2021-12-31 | $17,949,292 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $14,952,725 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $378,808,899 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2021-12-31 | 390758449 |
2020 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $125 |
Total transfer of assets from this plan | 2020-12-31 | $15,888,114 |
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 | $552,161,245 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $287,104,568 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $287,058,906 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $28,468 |
Value of total corrective distributions | 2020-12-31 | $17,194 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $125,045,515 |
Value of total assets at end of year | 2020-12-31 | $3,618,177,708 |
Value of total assets at beginning of year | 2020-12-31 | $3,369,009,020 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $931,232 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $96,033,707 |
Participant contributions at end of year | 2020-12-31 | $17,380,099 |
Participant contributions at beginning of year | 2020-12-31 | $18,414,959 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $871 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $265,056,677 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,618,177,708 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,369,009,020 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Interest on participant loans | 2020-12-31 | $931,232 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $3,585,844,884 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $3,333,984,551 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $29,010,937 |
Employer contributions (assets) at end of year | 2020-12-31 | $14,952,725 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $16,609,510 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $287,058,906 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $774,116,883 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $251,190,433 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $251,103,662 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $48,934 |
Value of total corrective distributions | 2019-12-31 | $37,837 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $141,877,045 |
Value of total assets at end of year | 2019-12-31 | $3,369,009,020 |
Value of total assets at beginning of year | 2019-12-31 | $2,846,082,570 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $1,019,067 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $99,235,707 |
Participant contributions at end of year | 2019-12-31 | $18,414,959 |
Participant contributions at beginning of year | 2019-12-31 | $19,896,271 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,920 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $522,926,450 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,369,009,020 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,846,082,570 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Interest on participant loans | 2019-12-31 | $1,019,067 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $3,333,984,551 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $2,812,611,031 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $42,638,418 |
Employer contributions (assets) at end of year | 2019-12-31 | $16,609,510 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $13,575,268 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $251,103,662 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $694,611 |
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 | $-108,519,426 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $256,259,751 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $256,196,911 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $52,807 |
Value of total corrective distributions | 2018-12-31 | $10,033 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $127,244,105 |
Value of total assets at end of year | 2018-12-31 | $2,846,082,570 |
Value of total assets at beginning of year | 2018-12-31 | $3,210,167,136 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $946,431 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $91,330,744 |
Participant contributions at end of year | 2018-12-31 | $19,896,271 |
Participant contributions at beginning of year | 2018-12-31 | $19,650,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,787 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-364,779,177 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,846,082,570 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,210,167,136 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest on participant loans | 2018-12-31 | $946,431 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $2,812,611,031 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $3,178,909,309 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $35,910,574 |
Employer contributions (assets) at end of year | 2018-12-31 | $13,575,268 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $11,607,372 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $256,196,911 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $43,410,887 |
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 | $639,269,231 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $247,584,986 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $247,527,999 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $53,689 |
Value of total corrective distributions | 2017-12-31 | $3,298 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $112,319,477 |
Value of total assets at end of year | 2017-12-31 | $3,210,167,136 |
Value of total assets at beginning of year | 2017-12-31 | $2,775,072,004 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $852,313 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $81,213,626 |
Participant contributions at end of year | 2017-12-31 | $19,650,455 |
Participant contributions at beginning of year | 2017-12-31 | $19,379,399 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $12,069 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $391,684,245 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,210,167,136 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,775,072,004 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest on participant loans | 2017-12-31 | $852,313 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $3,178,909,309 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $2,746,410,261 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $31,093,782 |
Employer contributions (assets) at end of year | 2017-12-31 | $11,607,372 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $9,282,344 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $247,527,999 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2016 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $352,803,422 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $213,600,171 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $213,588,414 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $10,168 |
Value of total corrective distributions | 2016-12-31 | $1,589 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $105,550,260 |
Value of total assets at end of year | 2016-12-31 | $2,775,072,004 |
Value of total assets at beginning of year | 2016-12-31 | $2,635,868,753 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $808,020 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $76,883,954 |
Participant contributions at end of year | 2016-12-31 | $19,379,399 |
Participant contributions at beginning of year | 2016-12-31 | $19,271,491 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $5,606 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $139,203,251 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,775,072,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,635,868,753 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest on participant loans | 2016-12-31 | $808,020 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $2,746,410,261 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $2,607,959,328 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $28,660,700 |
Employer contributions (assets) at end of year | 2016-12-31 | $9,282,344 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $8,637,934 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $213,588,414 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2016-12-31 | 390859910 |
2015 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $73,823,016 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $231,386,240 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $231,364,415 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $12,389 |
Value of total corrective distributions | 2015-12-31 | $9,436 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $103,453,181 |
Value of total assets at end of year | 2015-12-31 | $2,635,868,753 |
Value of total assets at beginning of year | 2015-12-31 | $2,793,431,977 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $807,445 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $75,988,871 |
Participant contributions at end of year | 2015-12-31 | $19,271,491 |
Participant contributions at beginning of year | 2015-12-31 | $18,956,751 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $5,930 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-157,563,224 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,635,868,753 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,793,431,977 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest on participant loans | 2015-12-31 | $807,445 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $2,607,959,328 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $2,766,916,355 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | Yes |
Contributions received in cash from employer | 2015-12-31 | $27,458,380 |
Employer contributions (assets) at end of year | 2015-12-31 | $8,637,934 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $7,558,871 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $231,364,415 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $238,878,407 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $202,553,305 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $202,551,476 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $-1,649 |
Value of total corrective distributions | 2014-12-31 | $3,478 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $101,180,143 |
Value of total assets at end of year | 2014-12-31 | $2,793,431,977 |
Value of total assets at beginning of year | 2014-12-31 | $2,757,106,875 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $766,261 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $74,757,941 |
Participant contributions at end of year | 2014-12-31 | $18,956,751 |
Participant contributions at beginning of year | 2014-12-31 | $17,720,571 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $24,589 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $36,325,102 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,793,431,977 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,757,106,875 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest on participant loans | 2014-12-31 | $766,261 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $2,766,916,355 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $2,733,610,945 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $26,397,613 |
Employer contributions (assets) at end of year | 2014-12-31 | $7,558,871 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $5,775,359 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $202,551,476 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |
2013 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $549,850,379 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $200,893,493 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $198,749,405 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $-8,954 |
Value of total corrective distributions | 2013-12-31 | $1,486 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $94,379,037 |
Value of total assets at end of year | 2013-12-31 | $2,757,106,875 |
Value of total assets at beginning of year | 2013-12-31 | $2,408,149,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,151,556 |
Total interest from all sources | 2013-12-31 | $735,287 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $70,436,760 |
Participant contributions at end of year | 2013-12-31 | $17,720,571 |
Participant contributions at beginning of year | 2013-12-31 | $16,643,349 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $17,490 |
Administrative expenses (other) incurred | 2013-12-31 | $2,151,556 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $348,956,886 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,757,106,875 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,408,149,989 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest on participant loans | 2013-12-31 | $735,287 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $2,733,610,945 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $2,387,266,921 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $23,924,787 |
Employer contributions (assets) at end of year | 2013-12-31 | $5,775,359 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $4,239,719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $198,749,405 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2013-12-31 | 390859910 |
2012 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $2,865,833 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $326,100,310 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $173,949,315 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $172,136,918 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $6,415 |
Value of total corrective distributions | 2012-12-31 | $1,695 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $91,460,325 |
Value of total assets at end of year | 2012-12-31 | $2,408,149,989 |
Value of total assets at beginning of year | 2012-12-31 | $2,253,133,161 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,804,287 |
Total interest from all sources | 2012-12-31 | $692,976 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $63,865,732 |
Participant contributions at end of year | 2012-12-31 | $16,643,349 |
Participant contributions at beginning of year | 2012-12-31 | $15,812,584 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $5,226,442 |
Administrative expenses (other) incurred | 2012-12-31 | $1,804,287 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $152,150,995 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,408,149,989 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,253,133,161 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest on participant loans | 2012-12-31 | $692,976 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $2,387,266,921 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $2,234,891,368 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $22,368,151 |
Employer contributions (assets) at end of year | 2012-12-31 | $4,239,719 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,429,209 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $172,136,918 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2012-12-31 | 390859910 |
2011 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $72,875,814 |
Total transfer of assets from this plan | 2011-12-31 | $217,660 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $107,354,444 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $171,045,297 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $170,370,910 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,152 |
Value of total corrective distributions | 2011-12-31 | $5,682 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $82,701,635 |
Value of total assets at end of year | 2011-12-31 | $2,253,133,161 |
Value of total assets at beginning of year | 2011-12-31 | $2,244,165,860 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $667,553 |
Total interest from all sources | 2011-12-31 | $733,063 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $59,189,269 |
Participant contributions at end of year | 2011-12-31 | $15,812,584 |
Participant contributions at beginning of year | 2011-12-31 | $14,920,816 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,760,531 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $2,566,400 |
Administrative expenses (other) incurred | 2011-12-31 | $667,553 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-63,690,853 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,253,133,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,244,165,860 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest on participant loans | 2011-12-31 | $733,063 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $2,234,891,368 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $2,229,245,044 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $19,751,835 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,429,209 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $167,804,510 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2011-12-31 | 390859910 |
2010 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $339,747 |
Total transfer of assets from this plan | 2010-12-31 | $999,242 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $394,447,399 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $167,344,214 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $166,976,130 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $70,042,226 |
Value of total assets at end of year | 2010-12-31 | $2,244,165,860 |
Value of total assets at beginning of year | 2010-12-31 | $2,017,722,170 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $368,084 |
Total interest from all sources | 2010-12-31 | $849,003 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $54,846,428 |
Participant contributions at end of year | 2010-12-31 | $14,920,816 |
Participant contributions at beginning of year | 2010-12-31 | $14,872,443 |
Administrative expenses (other) incurred | 2010-12-31 | $368,084 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $227,103,185 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,244,165,860 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,017,722,170 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest on participant loans | 2010-12-31 | $849,003 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $2,229,245,044 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $2,002,849,727 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $15,195,798 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $166,976,130 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2010-12-31 | 390859910 |
2009 : ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |