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Plan Name | NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN |
Plan identification number | 005 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | ALLIANCE FOR SUSTAINABLE ENERGY, LLC |
Employer identification number (EIN): | 261939342 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about ALLIANCE FOR SUSTAINABLE ENERGY, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2015-10-07 |
Company Identification Number: | 0802307586 |
Legal Registered Office Address: |
15013 DENVER WEST PKWY LAKEWOOD United States of America (USA) 80401 |
More information about ALLIANCE FOR SUSTAINABLE ENERGY, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2022-06-01 | ||||
005 | 2021-06-01 | ||||
005 | 2020-06-01 | ||||
005 | 2019-06-01 | ||||
005 | 2018-06-01 | ||||
005 | 2017-06-01 | OWEN BARWELL | |||
005 | 2016-06-01 | OWEN BARWELL | |||
005 | 2015-06-01 | OWEN BARWELL | |||
005 | 2014-06-01 | OWEN BARWELL | |||
005 | 2013-06-01 | OWEN BARWELL | |||
005 | 2012-06-01 | LINDA EVANS | |||
005 | 2011-06-01 | LINDA EVANS | |||
005 | 2009-06-01 | LINDA EVANS |
Measure | Date | Value |
---|---|---|
2023: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2023 401k membership | ||
Market value of plan assets | 2023-05-31 | 392,918,175 |
Acturial value of plan assets | 2023-05-31 | 410,320,370 |
Funding target for retired participants and beneficiaries receiving payment | 2023-05-31 | 159,728,855 |
Number of terminated vested participants | 2023-05-31 | 837 |
Fundng target for terminated vested participants | 2023-05-31 | 48,856,587 |
Active participant vested funding target | 2023-05-31 | 178,419,253 |
Number of active participants | 2023-05-31 | 2,480 |
Total funding liabilities for active participants | 2023-05-31 | 190,916,606 |
Total participant count | 2023-05-31 | 4,077 |
Total funding target for all participants | 2023-05-31 | 399,502,048 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-05-31 | 25,492,694 |
Prefunding balanced used to offset prior years funding requirement | 2023-05-31 | 7,010,066 |
Amount remaining of carryover balance | 2023-05-31 | 0 |
Amount remaining of prefunding balance | 2023-05-31 | 18,482,628 |
Present value of excess contributions | 2023-05-31 | 7,010,994 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-05-31 | 6,501,415 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-05-31 | 6,501,415 |
Reductions in caryover balances due to elections or deemed elections | 2023-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-05-31 | 0 |
Balance of carryovers at beginning of current year | 2023-05-31 | 0 |
Balance of prefunding at beginning of current year | 2023-05-31 | 23,640,356 |
Total employer contributions | 2023-05-31 | 26,254,558 |
Total employee contributions | 2023-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-05-31 | 24,983,898 |
Liquidity shortfalls end of Q1 | 2023-05-31 | 0 |
Liquidity shortfalls end of Q2 | 2023-05-31 | 0 |
Liquidity shortfalls end of Q3 | 2023-05-31 | 0 |
Liquidity shortfalls end of Q4 | 2023-05-31 | 0 |
Unpaid minimum required contributions for all prior years | 2023-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-05-31 | 18,440,691 |
Net shortfall amortization installment of oustanding balance | 2023-05-31 | 12,822,034 |
Waiver amortization installment | 2023-05-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-05-31 | 19,704,534 |
Carryover balance elected to use to offset funding requirement | 2023-05-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-05-31 | 4,708,299 |
Additional cash requirement | 2023-05-31 | 14,996,235 |
Contributions allocatedtoward minimum required contributions for current year | 2023-05-31 | 24,983,898 |
Unpaid minimum required contributions for current year | 2023-05-31 | 0 |
Unpaid minimum required contributions for all years | 2023-05-31 | 0 |
2022: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-06-01 | 4,068 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 2,822 |
Number of retired or separated participants receiving benefits | 2022-06-01 | 738 |
Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 863 |
Total of all active and inactive participants | 2022-06-01 | 4,423 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-06-01 | 64 |
Total participants | 2022-06-01 | 4,487 |
Number of participants with account balances | 2022-06-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-06-01 | 148 |
Market value of plan assets | 2022-05-31 | 417,818,108 |
Acturial value of plan assets | 2022-05-31 | 385,619,388 |
Funding target for retired participants and beneficiaries receiving payment | 2022-05-31 | 150,395,010 |
Number of terminated vested participants | 2022-05-31 | 787 |
Fundng target for terminated vested participants | 2022-05-31 | 44,144,520 |
Active participant vested funding target | 2022-05-31 | 171,574,655 |
Number of active participants | 2022-05-31 | 2,366 |
Total funding liabilities for active participants | 2022-05-31 | 184,166,230 |
Total participant count | 2022-05-31 | 3,877 |
Total funding target for all participants | 2022-05-31 | 378,705,760 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-05-31 | 13,294,347 |
Prefunding balanced used to offset prior years funding requirement | 2022-05-31 | 6,571,627 |
Amount remaining of carryover balance | 2022-05-31 | 0 |
Amount remaining of prefunding balance | 2022-05-31 | 6,722,720 |
Present value of excess contributions | 2022-05-31 | 15,627,593 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-05-31 | 17,434,170 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-05-31 | 17,434,170 |
Reductions in caryover balances due to elections or deemed elections | 2022-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-05-31 | 0 |
Balance of carryovers at beginning of current year | 2022-05-31 | 0 |
Balance of prefunding at beginning of current year | 2022-05-31 | 25,492,694 |
Total employer contributions | 2022-05-31 | 19,736,000 |
Total employee contributions | 2022-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-05-31 | 18,834,124 |
Liquidity shortfalls end of Q1 | 2022-05-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-05-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-05-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-05-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-05-31 | 17,100,855 |
Net shortfall amortization installment of oustanding balance | 2022-05-31 | 18,579,066 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-05-31 | 18,833,196 |
Prefunding balance elected to use to offset funding requirement | 2022-05-31 | 7,010,066 |
Additional cash requirement | 2022-05-31 | 11,823,130 |
Contributions allocatedtoward minimum required contributions for current year | 2022-05-31 | 18,834,124 |
Unpaid minimum required contributions for current year | 2022-05-31 | 0 |
Unpaid minimum required contributions for all years | 2022-05-31 | 0 |
2021: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-06-01 | 3,867 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 2,480 |
Number of retired or separated participants receiving benefits | 2021-06-01 | 697 |
Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 830 |
Total of all active and inactive participants | 2021-06-01 | 4,007 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-06-01 | 61 |
Total participants | 2021-06-01 | 4,068 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-06-01 | 171 |
Market value of plan assets | 2021-05-31 | 333,131,501 |
Acturial value of plan assets | 2021-05-31 | 335,617,715 |
Funding target for retired participants and beneficiaries receiving payment | 2021-05-31 | 138,086,193 |
Number of terminated vested participants | 2021-05-31 | 777 |
Fundng target for terminated vested participants | 2021-05-31 | 43,559,628 |
Active participant vested funding target | 2021-05-31 | 161,047,898 |
Number of active participants | 2021-05-31 | 2,275 |
Total funding liabilities for active participants | 2021-05-31 | 171,748,867 |
Total participant count | 2021-05-31 | 3,729 |
Total funding target for all participants | 2021-05-31 | 353,394,688 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-05-31 | 19,635,085 |
Prefunding balanced used to offset prior years funding requirement | 2021-05-31 | 4,490,085 |
Amount remaining of carryover balance | 2021-05-31 | 0 |
Amount remaining of prefunding balance | 2021-05-31 | 15,145,000 |
Present value of excess contributions | 2021-05-31 | 6,402,756 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-05-31 | 6,792,026 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-05-31 | 6,792,026 |
Reductions in caryover balances due to elections or deemed elections | 2021-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-05-31 | 9,589,242 |
Balance of carryovers at beginning of current year | 2021-05-31 | 0 |
Balance of prefunding at beginning of current year | 2021-05-31 | 13,294,347 |
Total employer contributions | 2021-05-31 | 33,707,547 |
Total employee contributions | 2021-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-05-31 | 31,864,543 |
Liquidity shortfalls end of Q1 | 2021-05-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-05-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-05-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-05-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-05-31 | 15,777,786 |
Net shortfall amortization installment of oustanding balance | 2021-05-31 | 31,071,320 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-05-31 | 22,808,577 |
Prefunding balance elected to use to offset funding requirement | 2021-05-31 | 6,571,627 |
Additional cash requirement | 2021-05-31 | 16,236,950 |
Contributions allocatedtoward minimum required contributions for current year | 2021-05-31 | 31,864,543 |
Unpaid minimum required contributions for current year | 2021-05-31 | 0 |
Unpaid minimum required contributions for all years | 2021-05-31 | 0 |
2020: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-06-01 | 3,719 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 2,366 |
Number of retired or separated participants receiving benefits | 2020-06-01 | 667 |
Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 781 |
Total of all active and inactive participants | 2020-06-01 | 3,814 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-06-01 | 53 |
Total participants | 2020-06-01 | 3,867 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-06-01 | 114 |
Market value of plan assets | 2020-05-31 | 300,832,960 |
Acturial value of plan assets | 2020-05-31 | 305,984,951 |
Funding target for retired participants and beneficiaries receiving payment | 2020-05-31 | 124,282,470 |
Number of terminated vested participants | 2020-05-31 | 788 |
Fundng target for terminated vested participants | 2020-05-31 | 43,306,982 |
Active participant vested funding target | 2020-05-31 | 149,783,639 |
Number of active participants | 2020-05-31 | 1,975 |
Total funding liabilities for active participants | 2020-05-31 | 159,217,006 |
Total participant count | 2020-05-31 | 3,391 |
Total funding target for all participants | 2020-05-31 | 326,806,458 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-05-31 | 10,149,847 |
Prefunding balanced used to offset prior years funding requirement | 2020-05-31 | 2,805,993 |
Amount remaining of carryover balance | 2020-05-31 | 0 |
Amount remaining of prefunding balance | 2020-05-31 | 7,343,854 |
Present value of excess contributions | 2020-05-31 | 11,503,454 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-05-31 | 12,090,009 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-05-31 | 12,090,009 |
Reductions in caryover balances due to elections or deemed elections | 2020-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-05-31 | 0 |
Balance of carryovers at beginning of current year | 2020-05-31 | 0 |
Balance of prefunding at beginning of current year | 2020-05-31 | 19,635,085 |
Total employer contributions | 2020-05-31 | 27,000,000 |
Total employee contributions | 2020-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-05-31 | 25,584,472 |
Liquidity shortfalls end of Q1 | 2020-05-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-05-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-05-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-05-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-05-31 | 14,521,848 |
Net shortfall amortization installment of oustanding balance | 2020-05-31 | 40,456,592 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-05-31 | 23,671,801 |
Prefunding balance elected to use to offset funding requirement | 2020-05-31 | 4,490,085 |
Additional cash requirement | 2020-05-31 | 19,181,716 |
Contributions allocatedtoward minimum required contributions for current year | 2020-05-31 | 25,584,472 |
Unpaid minimum required contributions for current year | 2020-05-31 | 0 |
Unpaid minimum required contributions for all years | 2020-05-31 | 0 |
2019: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-06-01 | 3,379 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 2,275 |
Number of retired or separated participants receiving benefits | 2019-06-01 | 623 |
Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 773 |
Total of all active and inactive participants | 2019-06-01 | 3,671 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-01 | 48 |
Total participants | 2019-06-01 | 3,719 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-06-01 | 98 |
Market value of plan assets | 2019-05-31 | 279,120,302 |
Acturial value of plan assets | 2019-05-31 | 273,676,505 |
Funding target for retired participants and beneficiaries receiving payment | 2019-05-31 | 115,677,810 |
Number of terminated vested participants | 2019-05-31 | 772 |
Fundng target for terminated vested participants | 2019-05-31 | 37,515,300 |
Active participant vested funding target | 2019-05-31 | 140,283,753 |
Number of active participants | 2019-05-31 | 1,736 |
Total funding liabilities for active participants | 2019-05-31 | 149,798,504 |
Total participant count | 2019-05-31 | 3,106 |
Total funding target for all participants | 2019-05-31 | 302,991,614 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-05-31 | 6,350,159 |
Prefunding balanced used to offset prior years funding requirement | 2019-05-31 | 3,727,000 |
Amount remaining of carryover balance | 2019-05-31 | 0 |
Amount remaining of prefunding balance | 2019-05-31 | 2,623,159 |
Present value of excess contributions | 2019-05-31 | 6,892,565 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-05-31 | 7,343,854 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-05-31 | 7,343,854 |
Balance of carryovers at beginning of current year | 2019-05-31 | 0 |
Balance of prefunding at beginning of current year | 2019-05-31 | 10,149,847 |
Total employer contributions | 2019-05-31 | 28,531,088 |
Total employee contributions | 2019-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-05-31 | 26,947,477 |
Liquidity shortfalls end of Q1 | 2019-05-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-05-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-05-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-05-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-05-31 | 13,080,623 |
Net shortfall amortization installment of oustanding balance | 2019-05-31 | 39,464,956 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-05-31 | 18,250,016 |
Prefunding balance elected to use to offset funding requirement | 2019-05-31 | 2,805,993 |
Additional cash requirement | 2019-05-31 | 15,444,023 |
Contributions allocatedtoward minimum required contributions for current year | 2019-05-31 | 26,947,477 |
Unpaid minimum required contributions for current year | 2019-05-31 | 0 |
Unpaid minimum required contributions for all years | 2019-05-31 | 0 |
2018: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-06-01 | 3,096 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 1,975 |
Number of retired or separated participants receiving benefits | 2018-06-01 | 574 |
Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 785 |
Total of all active and inactive participants | 2018-06-01 | 3,334 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 45 |
Total participants | 2018-06-01 | 3,379 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-01 | 84 |
Market value of plan assets | 2018-05-31 | 252,288,039 |
Acturial value of plan assets | 2018-05-31 | 249,412,189 |
Funding target for retired participants and beneficiaries receiving payment | 2018-05-31 | 97,693,045 |
Number of terminated vested participants | 2018-05-31 | 745 |
Fundng target for terminated vested participants | 2018-05-31 | 31,966,129 |
Active participant vested funding target | 2018-05-31 | 126,327,641 |
Number of active participants | 2018-05-31 | 1,660 |
Total funding liabilities for active participants | 2018-05-31 | 135,621,529 |
Total participant count | 2018-05-31 | 2,943 |
Total funding target for all participants | 2018-05-31 | 265,280,703 |
Balance at beginning of prior year after applicable adjustments | 2018-05-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-05-31 | 5,696,439 |
Amount remaining of carryover balance | 2018-05-31 | 0 |
Amount remaining of prefunding balance | 2018-05-31 | 5,696,439 |
Present value of excess contributions | 2018-05-31 | 14,261 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-05-31 | 15,149 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-05-31 | 15,149 |
Balance of carryovers at beginning of current year | 2018-05-31 | 0 |
Balance of prefunding at beginning of current year | 2018-05-31 | 6,350,159 |
Total employer contributions | 2018-05-31 | 21,738,398 |
Total employee contributions | 2018-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-05-31 | 20,499,547 |
Liquidity shortfalls end of Q1 | 2018-05-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-05-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-05-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-05-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-05-31 | 12,576,281 |
Net shortfall amortization installment of oustanding balance | 2018-05-31 | 22,218,673 |
Waiver amortization installment | 2018-05-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-05-31 | 17,333,982 |
Prefunding balance elected to use to offset funding requirement | 2018-05-31 | 3,727,000 |
Additional cash requirement | 2018-05-31 | 13,606,982 |
Contributions allocatedtoward minimum required contributions for current year | 2018-05-31 | 20,499,547 |
Unpaid minimum required contributions for current year | 2018-05-31 | 0 |
Unpaid minimum required contributions for all years | 2018-05-31 | 0 |
2017: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-06-01 | 2,936 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 1,736 |
Number of retired or separated participants receiving benefits | 2017-06-01 | 549 |
Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 770 |
Total of all active and inactive participants | 2017-06-01 | 3,055 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-01 | 41 |
Total participants | 2017-06-01 | 3,096 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-01 | 75 |
Market value of plan assets | 2017-05-31 | 223,766,175 |
Acturial value of plan assets | 2017-05-31 | 235,488,890 |
Funding target for retired participants and beneficiaries receiving payment | 2017-05-31 | 86,613,616 |
Number of terminated vested participants | 2017-05-31 | 713 |
Fundng target for terminated vested participants | 2017-05-31 | 27,687,897 |
Active participant vested funding target | 2017-05-31 | 119,372,891 |
Number of active participants | 2017-05-31 | 1,612 |
Total funding liabilities for active participants | 2017-05-31 | 127,659,179 |
Total participant count | 2017-05-31 | 2,833 |
Total funding target for all participants | 2017-05-31 | 241,960,692 |
Balance at beginning of prior year after applicable adjustments | 2017-05-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-05-31 | 0 |
Amount remaining of carryover balance | 2017-05-31 | 0 |
Amount remaining of prefunding balance | 2017-05-31 | 0 |
Present value of excess contributions | 2017-05-31 | 5,353,293 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-05-31 | 5,696,439 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-05-31 | 5,696,439 |
Reductions in caryover balances due to elections or deemed elections | 2017-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-05-31 | 0 |
Balance of carryovers at beginning of current year | 2017-05-31 | 0 |
Balance of prefunding at beginning of current year | 2017-05-31 | 5,696,439 |
Total employer contributions | 2017-05-31 | 15,565,000 |
Total employee contributions | 2017-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-05-31 | 14,921,752 |
Liquidity shortfalls end of Q1 | 2017-05-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-05-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-05-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-05-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-05-31 | 12,130,231 |
Net shortfall amortization installment of oustanding balance | 2017-05-31 | 12,168,241 |
Waiver amortization installment | 2017-05-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-05-31 | 14,907,491 |
Additional cash requirement | 2017-05-31 | 14,907,491 |
Contributions allocatedtoward minimum required contributions for current year | 2017-05-31 | 14,921,752 |
Unpaid minimum required contributions for current year | 2017-05-31 | 0 |
Unpaid minimum required contributions for all years | 2017-05-31 | 0 |
2016: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-06-01 | 2,828 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 1,660 |
Number of retired or separated participants receiving benefits | 2016-06-01 | 502 |
Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 742 |
Total of all active and inactive participants | 2016-06-01 | 2,904 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 32 |
Total participants | 2016-06-01 | 2,936 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-06-01 | 79 |
2015: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-06-01 | 2,768 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 1,612 |
Number of retired or separated participants receiving benefits | 2015-06-01 | 477 |
Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 710 |
Total of all active and inactive participants | 2015-06-01 | 2,799 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-06-01 | 29 |
Total participants | 2015-06-01 | 2,828 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-06-01 | 81 |
2014: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-06-01 | 2,592 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 1,668 |
Number of retired or separated participants receiving benefits | 2014-06-01 | 420 |
Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 656 |
Total of all active and inactive participants | 2014-06-01 | 2,744 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 24 |
Total participants | 2014-06-01 | 2,768 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 68 |
2013: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-06-01 | 2,536 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 1,569 |
Number of retired or separated participants receiving benefits | 2013-06-01 | 380 |
Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 619 |
Total of all active and inactive participants | 2013-06-01 | 2,568 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 24 |
Total participants | 2013-06-01 | 2,592 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-06-01 | 110 |
2012: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-06-01 | 2,333 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 1,636 |
Number of retired or separated participants receiving benefits | 2012-06-01 | 320 |
Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 560 |
Total of all active and inactive participants | 2012-06-01 | 2,516 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 20 |
Total participants | 2012-06-01 | 2,536 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 90 |
2011: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-06-01 | 2,174 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 1,463 |
Number of retired or separated participants receiving benefits | 2011-06-01 | 282 |
Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 554 |
Total of all active and inactive participants | 2011-06-01 | 2,299 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 17 |
Total participants | 2011-06-01 | 2,316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-06-01 | 83 |
2009: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-06-01 | 1,706 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 1,190 |
Number of retired or separated participants receiving benefits | 2009-06-01 | 213 |
Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 479 |
Total of all active and inactive participants | 2009-06-01 | 1,882 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 12 |
Total participants | 2009-06-01 | 1,894 |
Number of participants with account balances | 2009-06-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 30 |
Measure | Date | Value |
---|---|---|
2023 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $0 |
Total income from all sources (including contributions) | 2023-05-31 | $9,682,200 |
Total loss/gain on sale of assets | 2023-05-31 | $0 |
Total of all expenses incurred | 2023-05-31 | $17,132,150 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-05-31 | $16,404,084 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-05-31 | $26,254,558 |
Value of total assets at end of year | 2023-05-31 | $385,490,596 |
Value of total assets at beginning of year | 2023-05-31 | $392,940,546 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-05-31 | $728,066 |
Total interest from all sources | 2023-05-31 | $134,727 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-31 | No |
Administrative expenses professional fees incurred | 2023-05-31 | $260,310 |
Was this plan covered by a fidelity bond | 2023-05-31 | Yes |
Value of fidelity bond cover | 2023-05-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2023-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-05-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-05-31 | $1,189 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-05-31 | $1,425 |
Administrative expenses (other) incurred | 2023-05-31 | $212,054 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
Value of net income/loss | 2023-05-31 | $-7,449,950 |
Value of net assets at end of year (total assets less liabilities) | 2023-05-31 | $385,490,596 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-05-31 | $392,940,546 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-05-31 | No |
Investment advisory and management fees | 2023-05-31 | $255,702 |
Value of interest in common/collective trusts at end of year | 2023-05-31 | $369,993,799 |
Value of interest in common/collective trusts at beginning of year | 2023-05-31 | $380,991,137 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-05-31 | $1,648,050 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-05-31 | $2,152,984 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-05-31 | $2,152,984 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-05-31 | $134,727 |
Net investment gain or loss from common/collective trusts | 2023-05-31 | $-16,707,085 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-05-31 | No |
Contributions received in cash from employer | 2023-05-31 | $26,254,558 |
Employer contributions (assets) at end of year | 2023-05-31 | $13,847,558 |
Employer contributions (assets) at beginning of year | 2023-05-31 | $9,795,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-05-31 | $16,404,084 |
Contract administrator fees | 2023-05-31 | $0 |
Did the plan have assets held for investment | 2023-05-31 | 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 | 2023-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-05-31 | Unqualified |
Accountancy firm name | 2023-05-31 | FORVIS, LLP |
Accountancy firm EIN | 2023-05-31 | 440160260 |
2022 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $0 |
Total income from all sources (including contributions) | 2022-05-31 | $-8,971,310 |
Total loss/gain on sale of assets | 2022-05-31 | $0 |
Total of all expenses incurred | 2022-05-31 | $16,202,990 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-31 | $14,814,243 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-31 | $19,736,000 |
Value of total assets at end of year | 2022-05-31 | $392,940,546 |
Value of total assets at beginning of year | 2022-05-31 | $418,114,846 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-31 | $1,388,747 |
Total interest from all sources | 2022-05-31 | $11,071 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | No |
Administrative expenses professional fees incurred | 2022-05-31 | $322,689 |
Was this plan covered by a fidelity bond | 2022-05-31 | Yes |
Value of fidelity bond cover | 2022-05-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-05-31 | $1,425 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-05-31 | $-277 |
Administrative expenses (other) incurred | 2022-05-31 | $230,820 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
Value of net income/loss | 2022-05-31 | $-25,174,300 |
Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $392,940,546 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-05-31 | $418,114,846 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
Investment advisory and management fees | 2022-05-31 | $835,238 |
Value of interest in common/collective trusts at end of year | 2022-05-31 | $380,991,137 |
Value of interest in common/collective trusts at beginning of year | 2022-05-31 | $390,311,918 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-05-31 | $2,152,984 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-05-31 | $5,145,658 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-05-31 | $5,145,658 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-05-31 | $11,071 |
Net investment gain or loss from common/collective trusts | 2022-05-31 | $-28,718,381 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
Contributions received in cash from employer | 2022-05-31 | $19,736,000 |
Employer contributions (assets) at end of year | 2022-05-31 | $9,795,000 |
Employer contributions (assets) at beginning of year | 2022-05-31 | $22,657,547 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-31 | $14,814,243 |
Did the plan have assets held for investment | 2022-05-31 | 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 | 2022-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-05-31 | Unqualified |
Accountancy firm name | 2022-05-31 | FORVIS, LLP |
Accountancy firm EIN | 2022-05-31 | 440160260 |
2021 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $0 |
Total income from all sources (including contributions) | 2021-05-31 | $99,561,512 |
Total loss/gain on sale of assets | 2021-05-31 | $0 |
Total of all expenses incurred | 2021-05-31 | $14,711,919 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-05-31 | $13,659,794 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-05-31 | $33,707,547 |
Value of total assets at end of year | 2021-05-31 | $418,114,846 |
Value of total assets at beginning of year | 2021-05-31 | $333,265,253 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-05-31 | $1,052,125 |
Total interest from all sources | 2021-05-31 | $8,528 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-05-31 | No |
Administrative expenses professional fees incurred | 2021-05-31 | $304,371 |
Was this plan covered by a fidelity bond | 2021-05-31 | Yes |
Value of fidelity bond cover | 2021-05-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-05-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-05-31 | $-277 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-05-31 | $-6,131 |
Administrative expenses (other) incurred | 2021-05-31 | $207,569 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
Value of net income/loss | 2021-05-31 | $84,849,593 |
Value of net assets at end of year (total assets less liabilities) | 2021-05-31 | $418,114,846 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-05-31 | $333,265,253 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-05-31 | No |
Investment advisory and management fees | 2021-05-31 | $540,185 |
Value of interest in common/collective trusts at end of year | 2021-05-31 | $390,311,918 |
Value of interest in common/collective trusts at beginning of year | 2021-05-31 | $312,284,684 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-05-31 | $5,145,658 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-05-31 | $3,112,700 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-05-31 | $3,112,700 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-05-31 | $8,528 |
Net investment gain or loss from common/collective trusts | 2021-05-31 | $65,845,437 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-05-31 | No |
Contributions received in cash from employer | 2021-05-31 | $33,707,547 |
Employer contributions (assets) at end of year | 2021-05-31 | $22,657,547 |
Employer contributions (assets) at beginning of year | 2021-05-31 | $17,874,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-05-31 | $13,659,794 |
Did the plan have assets held for investment | 2021-05-31 | 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 | 2021-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-05-31 | Disclaimer |
Accountancy firm name | 2021-05-31 | BKD, LLP |
Accountancy firm EIN | 2021-05-31 | 440160260 |
2020 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $0 |
Total income from all sources (including contributions) | 2020-05-31 | $47,231,864 |
Total loss/gain on sale of assets | 2020-05-31 | $0 |
Total of all expenses incurred | 2020-05-31 | $15,036,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-31 | $12,865,581 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-31 | $27,000,000 |
Value of total assets at end of year | 2020-05-31 | $333,265,253 |
Value of total assets at beginning of year | 2020-05-31 | $301,069,852 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-31 | $2,170,882 |
Total interest from all sources | 2020-05-31 | $51,874 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-31 | No |
Administrative expenses professional fees incurred | 2020-05-31 | $296,593 |
Was this plan covered by a fidelity bond | 2020-05-31 | Yes |
Value of fidelity bond cover | 2020-05-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-05-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-05-31 | $-6,131 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-05-31 | $3,026 |
Administrative expenses (other) incurred | 2020-05-31 | $173,190 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
Value of net income/loss | 2020-05-31 | $32,195,401 |
Value of net assets at end of year (total assets less liabilities) | 2020-05-31 | $333,265,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-05-31 | $301,069,852 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-05-31 | No |
Investment advisory and management fees | 2020-05-31 | $1,701,099 |
Value of interest in common/collective trusts at end of year | 2020-05-31 | $312,284,684 |
Value of interest in common/collective trusts at beginning of year | 2020-05-31 | $277,848,456 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-05-31 | $3,112,700 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-05-31 | $4,603,282 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-05-31 | $4,603,282 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-05-31 | $51,874 |
Net investment gain or loss from common/collective trusts | 2020-05-31 | $20,179,990 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-05-31 | No |
Contributions received in cash from employer | 2020-05-31 | $27,000,000 |
Employer contributions (assets) at end of year | 2020-05-31 | $17,874,000 |
Employer contributions (assets) at beginning of year | 2020-05-31 | $18,615,088 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-31 | $12,865,581 |
Did the plan have assets held for investment | 2020-05-31 | 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 | 2020-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-05-31 | Disclaimer |
Accountancy firm name | 2020-05-31 | BKD, LLP |
Accountancy firm EIN | 2020-05-31 | 440160260 |
2019 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $0 |
Total income from all sources (including contributions) | 2019-05-31 | $36,502,202 |
Total loss/gain on sale of assets | 2019-05-31 | $0 |
Total of all expenses incurred | 2019-05-31 | $14,704,583 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-05-31 | $13,854,908 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-05-31 | $28,531,088 |
Value of total assets at end of year | 2019-05-31 | $301,069,852 |
Value of total assets at beginning of year | 2019-05-31 | $279,272,233 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-05-31 | $849,675 |
Total interest from all sources | 2019-05-31 | $72,833 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-05-31 | No |
Administrative expenses professional fees incurred | 2019-05-31 | $367,144 |
Was this plan covered by a fidelity bond | 2019-05-31 | Yes |
Value of fidelity bond cover | 2019-05-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-05-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-05-31 | $3,026 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-05-31 | $2,242 |
Administrative expenses (other) incurred | 2019-05-31 | $156,001 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
Value of net income/loss | 2019-05-31 | $21,797,619 |
Value of net assets at end of year (total assets less liabilities) | 2019-05-31 | $301,069,852 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-05-31 | $279,272,233 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-05-31 | No |
Investment advisory and management fees | 2019-05-31 | $326,530 |
Value of interest in common/collective trusts at end of year | 2019-05-31 | $277,848,456 |
Value of interest in common/collective trusts at beginning of year | 2019-05-31 | $261,483,596 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-05-31 | $4,603,282 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-05-31 | $3,501,997 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-05-31 | $3,501,997 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-05-31 | $72,833 |
Net investment gain or loss from common/collective trusts | 2019-05-31 | $7,898,281 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-05-31 | No |
Contributions received in cash from employer | 2019-05-31 | $28,531,088 |
Employer contributions (assets) at end of year | 2019-05-31 | $18,615,088 |
Employer contributions (assets) at beginning of year | 2019-05-31 | $14,284,398 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-05-31 | $13,854,908 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-05-31 | No |
Did the plan have assets held for investment | 2019-05-31 | 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 | 2019-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-05-31 | Unqualified |
Accountancy firm name | 2019-05-31 | ACM LLP |
Accountancy firm EIN | 2019-05-31 | 010724563 |
2018 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $0 |
Total income from all sources (including contributions) | 2018-05-31 | $39,571,092 |
Total loss/gain on sale of assets | 2018-05-31 | $0 |
Total of all expenses incurred | 2018-05-31 | $12,598,474 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-05-31 | $11,556,108 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-05-31 | $21,738,398 |
Value of total assets at end of year | 2018-05-31 | $279,272,233 |
Value of total assets at beginning of year | 2018-05-31 | $252,299,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-05-31 | $1,042,366 |
Total interest from all sources | 2018-05-31 | $33,742 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-05-31 | No |
Administrative expenses professional fees incurred | 2018-05-31 | $529,058 |
Was this plan covered by a fidelity bond | 2018-05-31 | Yes |
Value of fidelity bond cover | 2018-05-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-05-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-05-31 | $2,242 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-05-31 | $656 |
Administrative expenses (other) incurred | 2018-05-31 | $147,620 |
Total non interest bearing cash at end of year | 2018-05-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-05-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
Value of net income/loss | 2018-05-31 | $26,972,618 |
Value of net assets at end of year (total assets less liabilities) | 2018-05-31 | $279,272,233 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-05-31 | $252,299,615 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-05-31 | No |
Investment advisory and management fees | 2018-05-31 | $365,688 |
Value of interest in common/collective trusts at end of year | 2018-05-31 | $261,483,596 |
Value of interest in common/collective trusts at beginning of year | 2018-05-31 | $244,197,075 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-05-31 | $3,501,997 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-05-31 | $2,600,884 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-05-31 | $2,600,884 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-05-31 | $33,742 |
Net investment gain or loss from common/collective trusts | 2018-05-31 | $17,798,952 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-05-31 | No |
Contributions received in cash from employer | 2018-05-31 | $21,738,398 |
Employer contributions (assets) at end of year | 2018-05-31 | $14,284,398 |
Employer contributions (assets) at beginning of year | 2018-05-31 | $5,501,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-05-31 | $11,556,108 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-05-31 | No |
Did the plan have assets held for investment | 2018-05-31 | 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 | 2018-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-05-31 | Disclaimer |
Accountancy firm name | 2018-05-31 | ACM LLP |
Accountancy firm EIN | 2018-05-31 | 010724563 |
2017 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $0 |
Total income from all sources (including contributions) | 2017-05-31 | $40,824,090 |
Total loss/gain on sale of assets | 2017-05-31 | $0 |
Total of all expenses incurred | 2017-05-31 | $12,385,322 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-05-31 | $11,434,838 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-05-31 | $15,565,000 |
Value of total assets at end of year | 2017-05-31 | $252,299,615 |
Value of total assets at beginning of year | 2017-05-31 | $223,860,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-05-31 | $950,484 |
Total interest from all sources | 2017-05-31 | $10,930 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-05-31 | No |
Administrative expenses professional fees incurred | 2017-05-31 | $484,705 |
Was this plan covered by a fidelity bond | 2017-05-31 | Yes |
Value of fidelity bond cover | 2017-05-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-05-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-05-31 | $656 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-05-31 | $480 |
Administrative expenses (other) incurred | 2017-05-31 | $130,734 |
Total non interest bearing cash at end of year | 2017-05-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-05-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
Value of net income/loss | 2017-05-31 | $28,438,768 |
Value of net assets at end of year (total assets less liabilities) | 2017-05-31 | $252,299,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-05-31 | $223,860,847 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-05-31 | No |
Investment advisory and management fees | 2017-05-31 | $335,045 |
Value of interest in common/collective trusts at end of year | 2017-05-31 | $244,197,075 |
Value of interest in common/collective trusts at beginning of year | 2017-05-31 | $211,005,436 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-05-31 | $2,600,884 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-05-31 | $2,980,931 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-05-31 | $2,980,931 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-05-31 | $10,930 |
Net investment gain or loss from common/collective trusts | 2017-05-31 | $25,248,160 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-05-31 | No |
Contributions received in cash from employer | 2017-05-31 | $15,565,000 |
Employer contributions (assets) at end of year | 2017-05-31 | $5,501,000 |
Employer contributions (assets) at beginning of year | 2017-05-31 | $9,874,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-05-31 | $11,434,838 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-05-31 | No |
Did the plan have assets held for investment | 2017-05-31 | 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 | 2017-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-05-31 | Disclaimer |
Accountancy firm name | 2017-05-31 | ANTON COLLINS MITCHELL LLP |
Accountancy firm EIN | 2017-05-31 | 010724563 |
2016 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $0 |
Total income from all sources (including contributions) | 2016-05-31 | $20,835,111 |
Total loss/gain on sale of assets | 2016-05-31 | $0 |
Total of all expenses incurred | 2016-05-31 | $10,720,694 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-05-31 | $9,675,426 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-05-31 | $22,286,000 |
Value of total assets at end of year | 2016-05-31 | $223,860,847 |
Value of total assets at beginning of year | 2016-05-31 | $213,746,430 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-05-31 | $1,045,268 |
Total interest from all sources | 2016-05-31 | $4,870 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-05-31 | No |
Administrative expenses professional fees incurred | 2016-05-31 | $623,300 |
Was this plan covered by a fidelity bond | 2016-05-31 | Yes |
Value of fidelity bond cover | 2016-05-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-05-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-05-31 | $480 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-05-31 | $50 |
Administrative expenses (other) incurred | 2016-05-31 | $116,767 |
Total non interest bearing cash at end of year | 2016-05-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-05-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
Value of net income/loss | 2016-05-31 | $10,114,417 |
Value of net assets at end of year (total assets less liabilities) | 2016-05-31 | $223,860,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-05-31 | $213,746,430 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-05-31 | No |
Investment advisory and management fees | 2016-05-31 | $305,201 |
Value of interest in common/collective trusts at end of year | 2016-05-31 | $211,005,436 |
Value of interest in common/collective trusts at beginning of year | 2016-05-31 | $205,820,094 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-05-31 | $2,980,931 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-05-31 | $2,521,286 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-05-31 | $2,521,286 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-05-31 | $4,870 |
Net investment gain or loss from common/collective trusts | 2016-05-31 | $-1,455,759 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-05-31 | No |
Contributions received in cash from employer | 2016-05-31 | $22,286,000 |
Employer contributions (assets) at end of year | 2016-05-31 | $9,874,000 |
Employer contributions (assets) at beginning of year | 2016-05-31 | $5,405,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-05-31 | $9,675,426 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-05-31 | No |
Did the plan have assets held for investment | 2016-05-31 | 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 | 2016-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-05-31 | Disclaimer |
Accountancy firm name | 2016-05-31 | ANTON COLLINS MITCHELL LLP |
Accountancy firm EIN | 2016-05-31 | 010724563 |
2015 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $0 |
Total income from all sources (including contributions) | 2015-05-31 | $21,599,358 |
Total loss/gain on sale of assets | 2015-05-31 | $0 |
Total of all expenses incurred | 2015-05-31 | $9,365,237 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $8,195,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $15,199,353 |
Value of total assets at end of year | 2015-05-31 | $213,746,430 |
Value of total assets at beginning of year | 2015-05-31 | $201,512,309 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $1,169,923 |
Total interest from all sources | 2015-05-31 | $3,560 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | No |
Administrative expenses professional fees incurred | 2015-05-31 | $751,244 |
Was this plan covered by a fidelity bond | 2015-05-31 | Yes |
Value of fidelity bond cover | 2015-05-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2015-05-31 | $11,240 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-05-31 | $50 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-05-31 | $31 |
Administrative expenses (other) incurred | 2015-05-31 | $116,316 |
Total non interest bearing cash at end of year | 2015-05-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-05-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
Value of net income/loss | 2015-05-31 | $12,234,121 |
Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $213,746,430 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $201,512,309 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
Investment advisory and management fees | 2015-05-31 | $302,363 |
Value of interest in common/collective trusts at end of year | 2015-05-31 | $205,820,094 |
Value of interest in common/collective trusts at beginning of year | 2015-05-31 | $196,231,435 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-05-31 | $2,521,286 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-31 | $5,280,843 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-31 | $5,280,843 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-05-31 | $3,560 |
Net investment gain or loss from common/collective trusts | 2015-05-31 | $6,396,445 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
Contributions received in cash from employer | 2015-05-31 | $15,199,353 |
Employer contributions (assets) at end of year | 2015-05-31 | $5,405,000 |
Employer contributions (assets) at beginning of year | 2015-05-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $8,195,314 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-05-31 | No |
Did the plan have assets held for investment | 2015-05-31 | 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 | 2015-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Disclaimer |
Accountancy firm name | 2015-05-31 | ANTON COLLINS MITCHELL LLP |
Accountancy firm EIN | 2015-05-31 | 010724563 |
2014 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $0 |
Total income from all sources (including contributions) | 2014-05-31 | $35,847,724 |
Total loss/gain on sale of assets | 2014-05-31 | $0 |
Total of all expenses incurred | 2014-05-31 | $12,312,429 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $11,460,629 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $16,084,000 |
Value of total assets at end of year | 2014-05-31 | $201,512,309 |
Value of total assets at beginning of year | 2014-05-31 | $177,977,014 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $851,800 |
Total interest from all sources | 2014-05-31 | $2,167 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
Administrative expenses professional fees incurred | 2014-05-31 | $470,716 |
Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
Value of fidelity bond cover | 2014-05-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-05-31 | $31 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-05-31 | $24 |
Administrative expenses (other) incurred | 2014-05-31 | $104,860 |
Total non interest bearing cash at end of year | 2014-05-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-05-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
Value of net income/loss | 2014-05-31 | $23,535,295 |
Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $201,512,309 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $177,977,014 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
Investment advisory and management fees | 2014-05-31 | $276,224 |
Value of interest in common/collective trusts at end of year | 2014-05-31 | $196,231,435 |
Value of interest in common/collective trusts at beginning of year | 2014-05-31 | $174,050,372 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-05-31 | $5,280,843 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-05-31 | $1,784,618 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-05-31 | $1,784,618 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-05-31 | $2,167 |
Net investment gain or loss from common/collective trusts | 2014-05-31 | $19,761,557 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
Contributions received in cash from employer | 2014-05-31 | $16,084,000 |
Employer contributions (assets) at end of year | 2014-05-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-05-31 | $2,142,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $11,460,629 |
Did the plan have assets held for investment | 2014-05-31 | 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 | 2014-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Disclaimer |
Accountancy firm name | 2014-05-31 | PICKETT, CHANEY & MCMULLEN LLP |
Accountancy firm EIN | 2014-05-31 | 481246310 |
2013 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $0 |
Total income from all sources (including contributions) | 2013-05-31 | $35,306,760 |
Total loss/gain on sale of assets | 2013-05-31 | $0 |
Total of all expenses incurred | 2013-05-31 | $7,664,308 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $7,117,695 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $13,210,500 |
Value of total assets at end of year | 2013-05-31 | $177,977,014 |
Value of total assets at beginning of year | 2013-05-31 | $150,334,562 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $546,613 |
Total interest from all sources | 2013-05-31 | $1,650 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
Administrative expenses professional fees incurred | 2013-05-31 | $192,697 |
Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
Value of fidelity bond cover | 2013-05-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-05-31 | $24 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-05-31 | $555 |
Other income not declared elsewhere | 2013-05-31 | $8,958 |
Administrative expenses (other) incurred | 2013-05-31 | $88,240 |
Total non interest bearing cash at end of year | 2013-05-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-05-31 | $55 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
Value of net income/loss | 2013-05-31 | $27,642,452 |
Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $177,977,014 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $150,334,562 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
Investment advisory and management fees | 2013-05-31 | $265,676 |
Value of interest in common/collective trusts at end of year | 2013-05-31 | $174,050,372 |
Value of interest in common/collective trusts at beginning of year | 2013-05-31 | $140,057,419 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-05-31 | $1,784,618 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-05-31 | $5,561,288 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-05-31 | $5,561,288 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $1,650 |
Net investment gain or loss from common/collective trusts | 2013-05-31 | $22,085,652 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
Contributions received in cash from employer | 2013-05-31 | $13,210,500 |
Employer contributions (assets) at end of year | 2013-05-31 | $2,142,000 |
Employer contributions (assets) at beginning of year | 2013-05-31 | $4,715,245 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $7,117,695 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-05-31 | No |
Did the plan have assets held for investment | 2013-05-31 | 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 | 2013-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Disclaimer |
Accountancy firm name | 2013-05-31 | PICKETT, CHANEY & MCMULLEN LLP |
Accountancy firm EIN | 2013-05-31 | 481246310 |
2012 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-05-31 | $-249,407 |
Total unrealized appreciation/depreciation of assets | 2012-05-31 | $-249,407 |
Total transfer of assets to this plan | 2012-05-31 | $947,535 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $0 |
Total income from all sources (including contributions) | 2012-05-31 | $15,944,478 |
Total loss/gain on sale of assets | 2012-05-31 | $372,144 |
Total of all expenses incurred | 2012-05-31 | $8,900,567 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $8,623,850 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $18,860,980 |
Value of total assets at end of year | 2012-05-31 | $150,334,562 |
Value of total assets at beginning of year | 2012-05-31 | $142,343,116 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $276,717 |
Total interest from all sources | 2012-05-31 | $772,289 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-05-31 | $3,023,557 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-05-31 | $3,023,557 |
Administrative expenses professional fees incurred | 2012-05-31 | $114,208 |
Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
Value of fidelity bond cover | 2012-05-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-05-31 | $555 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-05-31 | $173,584 |
Other income not declared elsewhere | 2012-05-31 | $3,410 |
Administrative expenses (other) incurred | 2012-05-31 | $83,428 |
Total non interest bearing cash at end of year | 2012-05-31 | $55 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
Value of net income/loss | 2012-05-31 | $7,043,911 |
Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $150,334,562 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $142,343,116 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
Investment advisory and management fees | 2012-05-31 | $79,081 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $116,333,991 |
Income. Interest from US Government securities | 2012-05-31 | $268,725 |
Income. Interest from corporate debt instruments | 2012-05-31 | $502,674 |
Value of interest in common/collective trusts at end of year | 2012-05-31 | $140,057,419 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-05-31 | $5,561,288 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-05-31 | $450,159 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-05-31 | $450,159 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $890 |
Asset value of US Government securities at beginning of year | 2012-05-31 | $9,967,160 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-05-31 | $-6,853,813 |
Net investment gain or loss from common/collective trusts | 2012-05-31 | $15,318 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
Contributions received in cash from employer | 2012-05-31 | $18,860,980 |
Employer contributions (assets) at end of year | 2012-05-31 | $4,715,245 |
Employer contributions (assets) at beginning of year | 2012-05-31 | $3,138,323 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $8,623,850 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-05-31 | $12,279,899 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-05-31 | No |
Did the plan have assets held for investment | 2012-05-31 | 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 | 2012-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
Aggregate proceeds on sale of assets | 2012-05-31 | $201,826,625 |
Aggregate carrying amount (costs) on sale of assets | 2012-05-31 | $201,454,481 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Disclaimer |
Accountancy firm name | 2012-05-31 | PICKETT,CHANEY, & MCMULLEN LLP |
Accountancy firm EIN | 2012-05-31 | 481246310 |
2011 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-05-31 | $-668,268 |
Total unrealized appreciation/depreciation of assets | 2011-05-31 | $-668,268 |
Total transfer of assets from this plan | 2011-05-31 | $22,065 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $0 |
Total income from all sources (including contributions) | 2011-05-31 | $36,969,740 |
Total loss/gain on sale of assets | 2011-05-31 | $2,647,120 |
Total of all expenses incurred | 2011-05-31 | $4,165,647 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $3,839,524 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $11,952,319 |
Value of total assets at end of year | 2011-05-31 | $142,343,116 |
Value of total assets at beginning of year | 2011-05-31 | $109,561,088 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $326,123 |
Total interest from all sources | 2011-05-31 | $713,771 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-05-31 | $1,639,673 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-05-31 | $1,467,970 |
Administrative expenses professional fees incurred | 2011-05-31 | $91,002 |
Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
Value of fidelity bond cover | 2011-05-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-05-31 | $173,584 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-05-31 | $177,630 |
Other income not declared elsewhere | 2011-05-31 | $387 |
Administrative expenses (other) incurred | 2011-05-31 | $72,106 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
Value of net income/loss | 2011-05-31 | $32,804,093 |
Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $142,343,116 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $109,561,088 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
Investment advisory and management fees | 2011-05-31 | $163,015 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $116,333,991 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $40,928,902 |
Income. Interest from US Government securities | 2011-05-31 | $323,663 |
Income. Interest from corporate debt instruments | 2011-05-31 | $386,703 |
Value of interest in common/collective trusts at beginning of year | 2011-05-31 | $34,387,529 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-05-31 | $450,159 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-31 | $769,519 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-31 | $769,519 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-31 | $3,405 |
Asset value of US Government securities at end of year | 2011-05-31 | $9,967,160 |
Asset value of US Government securities at beginning of year | 2011-05-31 | $7,242,634 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-05-31 | $9,362,967 |
Net investment gain or loss from common/collective trusts | 2011-05-31 | $11,321,771 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
Contributions received in cash from employer | 2011-05-31 | $11,952,319 |
Employer contributions (assets) at end of year | 2011-05-31 | $3,138,323 |
Employer contributions (assets) at beginning of year | 2011-05-31 | $3,150,000 |
Income. Dividends from common stock | 2011-05-31 | $171,703 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $3,839,524 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-05-31 | $12,279,899 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-05-31 | $7,099,816 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-05-31 | No |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-05-31 | $15,805,058 |
Did the plan have assets held for investment | 2011-05-31 | 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 | 2011-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
Aggregate proceeds on sale of assets | 2011-05-31 | $190,251,643 |
Aggregate carrying amount (costs) on sale of assets | 2011-05-31 | $187,604,523 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Disclaimer |
Accountancy firm name | 2011-05-31 | PICKET, CHANEY, & MCMULLEN LLP |
Accountancy firm EIN | 2011-05-31 | 481246310 |
2010 : NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-05-31 | $0 |
2022: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-06-01 | Type of plan entity | Single employer plan |
2022-06-01 | Submission has been amended | No |
2022-06-01 | This submission is the final filing | No |
2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-06-01 | Plan is a collectively bargained plan | No |
2022-06-01 | Plan funding arrangement – Trust | Yes |
2022-06-01 | Plan benefit arrangement - Trust | Yes |
2021: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2021 form 5500 responses | ||
2021-06-01 | Type of plan entity | Single employer plan |
2021-06-01 | Submission has been amended | No |
2021-06-01 | This submission is the final filing | No |
2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-06-01 | Plan is a collectively bargained plan | No |
2021-06-01 | Plan funding arrangement – Trust | Yes |
2021-06-01 | Plan benefit arrangement - Trust | Yes |
2020: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2020 form 5500 responses | ||
2020-06-01 | Type of plan entity | Single employer plan |
2020-06-01 | Submission has been amended | No |
2020-06-01 | This submission is the final filing | No |
2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-06-01 | Plan is a collectively bargained plan | No |
2020-06-01 | Plan funding arrangement – Trust | Yes |
2020-06-01 | Plan benefit arrangement - Trust | Yes |
2019: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2019 form 5500 responses | ||
2019-06-01 | Type of plan entity | Single employer plan |
2019-06-01 | Submission has been amended | No |
2019-06-01 | This submission is the final filing | No |
2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-06-01 | Plan is a collectively bargained plan | No |
2019-06-01 | Plan funding arrangement – Trust | Yes |
2019-06-01 | Plan benefit arrangement - Trust | Yes |
2018: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2018 form 5500 responses | ||
2018-06-01 | Type of plan entity | Single employer plan |
2018-06-01 | Submission has been amended | No |
2018-06-01 | This submission is the final filing | No |
2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-06-01 | Plan is a collectively bargained plan | No |
2018-06-01 | Plan funding arrangement – Trust | Yes |
2018-06-01 | Plan benefit arrangement - Trust | Yes |
2017: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2017 form 5500 responses | ||
2017-06-01 | Type of plan entity | Single employer plan |
2017-06-01 | Submission has been amended | No |
2017-06-01 | This submission is the final filing | No |
2017-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-06-01 | Plan is a collectively bargained plan | No |
2017-06-01 | Plan funding arrangement – Trust | Yes |
2017-06-01 | Plan benefit arrangement - Trust | Yes |
2016: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2016 form 5500 responses | ||
2016-06-01 | Type of plan entity | Single employer plan |
2016-06-01 | Submission has been amended | No |
2016-06-01 | This submission is the final filing | No |
2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-06-01 | Plan is a collectively bargained plan | No |
2016-06-01 | Plan funding arrangement – Trust | Yes |
2016-06-01 | Plan benefit arrangement - Trust | Yes |
2015: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2015 form 5500 responses | ||
2015-06-01 | Type of plan entity | Single employer plan |
2015-06-01 | Submission has been amended | No |
2015-06-01 | This submission is the final filing | No |
2015-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-06-01 | Plan is a collectively bargained plan | No |
2015-06-01 | Plan funding arrangement – Trust | Yes |
2015-06-01 | Plan benefit arrangement - Trust | Yes |
2014: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2014 form 5500 responses | ||
2014-06-01 | Type of plan entity | Single employer plan |
2014-06-01 | Submission has been amended | No |
2014-06-01 | This submission is the final filing | No |
2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-06-01 | Plan is a collectively bargained plan | No |
2014-06-01 | Plan funding arrangement – Trust | Yes |
2014-06-01 | Plan benefit arrangement - Trust | Yes |
2013: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2013 form 5500 responses | ||
2013-06-01 | Type of plan entity | Single employer plan |
2013-06-01 | Submission has been amended | No |
2013-06-01 | This submission is the final filing | No |
2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-06-01 | Plan is a collectively bargained plan | No |
2013-06-01 | Plan funding arrangement – Trust | Yes |
2013-06-01 | Plan benefit arrangement - Trust | Yes |
2012: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2012 form 5500 responses | ||
2012-06-01 | Type of plan entity | Single employer plan |
2012-06-01 | Submission has been amended | No |
2012-06-01 | This submission is the final filing | No |
2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-06-01 | Plan is a collectively bargained plan | No |
2012-06-01 | Plan funding arrangement – Trust | Yes |
2012-06-01 | Plan benefit arrangement - Trust | Yes |
2011: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2011 form 5500 responses | ||
2011-06-01 | Type of plan entity | Single employer plan |
2011-06-01 | Submission has been amended | No |
2011-06-01 | This submission is the final filing | No |
2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-06-01 | Plan is a collectively bargained plan | No |
2011-06-01 | Plan funding arrangement – Trust | Yes |
2011-06-01 | Plan benefit arrangement - Trust | Yes |
2009: NATIONAL RENEWABLE ENERGY LABORATORY SHARED SECURITY PENSION PLAN 2009 form 5500 responses | ||
2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | Submission has been amended | No |
2009-06-01 | This submission is the final filing | No |
2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-06-01 | Plan is a collectively bargained plan | No |
2009-06-01 | Plan funding arrangement – Trust | Yes |
2009-06-01 | Plan benefit arrangement - Trust | Yes |