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KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 401k Plan overview

Plan NameKYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN
Plan identification number 001

KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHERNCARLSON, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERNCARLSON, INC.
Employer identification number (EIN):270815326
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Additional information about SOUTHERNCARLSON, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4719070

More information about SOUTHERNCARLSON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01KEVIN HANBACK2020-10-15
0012018-01-01KEVIN HANBACK2019-10-15
0012018-01-01KEVIN HANBACK2018-10-15
0012018-01-01
0012017-01-01
0012017-01-01KELLY HAYERTZ MARY NELSON2018-10-14
0012016-09-01RICHARD VOGT2017-08-14
0012016-09-01RICHARD VOGT2017-08-14
0012016-01-01KELLY HAYERTZ MARY NELSON2017-10-09
0012015-09-01RICHARD VOGT
0012015-09-01
0012015-01-01KELLY HAYERTZ MARY NELSON2016-10-14
0012014-09-01DONALD L. MUNCHRATH DONALD L. MUNCHRATH2016-06-14
0012014-01-01KELLY HAYERTZ DON MUNCHRATH2015-10-12
0012013-09-01DONALD L. MUNCHRATH DONALD L. MUNCHRATH2015-06-11
0012013-01-01KELLY HAYERTZ DON MUNCHRATH2014-10-09
0012012-09-01DONALD L. MUNCHRATH DONALD L. MUNCHRATH2014-05-30
0012012-01-01KELLY HAYERTZ DON MUNCHRATH2013-10-14
0012011-09-01DONALD L. MUNCHRATH DONALD L. MUNCHRATH2013-06-10
0012011-01-01KELLY HAYERTZ DON MUNCHRATH2012-10-15
0012009-09-01DONALD L. MUNCHRATH DONALD L. MUNCHRATH2011-06-14
0012009-01-01JOHN SCHWEERS DON MUNCHRATH2010-10-13

Plan Statistics for KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN

401k plan membership statisitcs for KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN

Measure Date Value
2022: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,422
Total number of active participants reported on line 7a of the Form 55002022-01-011,393
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01224
Total of all active and inactive participants2022-01-011,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,626
Number of participants with account balances2022-01-011,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01178
2021: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,411
Total number of active participants reported on line 7a of the Form 55002021-01-011,209
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01213
Total of all active and inactive participants2021-01-011,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,424
Number of participants with account balances2021-01-011,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01158
2020: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01408
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01445
Total number of active participants reported on line 7a of the Form 55002019-01-01309
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0195
Total of all active and inactive participants2019-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01408
Number of participants with account balances2019-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01680
Total number of active participants reported on line 7a of the Form 55002018-01-01696
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01174
Total of all active and inactive participants2018-01-01870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01870
Number of participants with account balances2018-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0168
2017: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01393
Total number of active participants reported on line 7a of the Form 55002017-01-01475
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0177
Total of all active and inactive participants2017-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01552
Number of participants with account balances2017-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01406
Total number of active participants reported on line 7a of the Form 55002016-01-01335
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01410
Number of participants with account balances2016-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01346
Total number of active participants reported on line 7a of the Form 55002015-09-010
Number of retired or separated participants receiving benefits2015-09-0181
Number of other retired or separated participants entitled to future benefits2015-09-0111
Total of all active and inactive participants2015-09-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-014
Total participants2015-09-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
Total participants, beginning-of-year2015-01-01399
Total number of active participants reported on line 7a of the Form 55002015-01-01336
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01406
Number of participants with account balances2015-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01357
Total number of active participants reported on line 7a of the Form 55002014-09-0176
Number of retired or separated participants receiving benefits2014-09-0178
Number of other retired or separated participants entitled to future benefits2014-09-01179
Total of all active and inactive participants2014-09-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-0113
Total participants2014-09-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
Total participants, beginning-of-year2014-01-01396
Total number of active participants reported on line 7a of the Form 55002014-01-01312
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0183
Total of all active and inactive participants2014-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01399
Number of participants with account balances2014-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01368
Total number of active participants reported on line 7a of the Form 55002013-09-0183
Number of retired or separated participants receiving benefits2013-09-0177
Number of other retired or separated participants entitled to future benefits2013-09-01181
Total of all active and inactive participants2013-09-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-0116
Total participants2013-09-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
Total participants, beginning-of-year2013-01-01381
Total number of active participants reported on line 7a of the Form 55002013-01-01301
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01396
Number of participants with account balances2013-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01370
Total number of active participants reported on line 7a of the Form 55002012-09-0186
Number of retired or separated participants receiving benefits2012-09-0183
Number of other retired or separated participants entitled to future benefits2012-09-01188
Total of all active and inactive participants2012-09-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-0111
Total participants2012-09-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
Total participants, beginning-of-year2012-01-01390
Total number of active participants reported on line 7a of the Form 55002012-01-01300
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0179
Total of all active and inactive participants2012-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01381
Number of participants with account balances2012-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01371
Total number of active participants reported on line 7a of the Form 55002011-09-0191
Number of retired or separated participants receiving benefits2011-09-0174
Number of other retired or separated participants entitled to future benefits2011-09-01195
Total of all active and inactive participants2011-09-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-0110
Total participants2011-09-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
Total participants, beginning-of-year2011-01-01414
Total number of active participants reported on line 7a of the Form 55002011-01-01297
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0191
Total of all active and inactive participants2011-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01390
Number of participants with account balances2011-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01371
Total number of active participants reported on line 7a of the Form 55002009-09-0196
Number of retired or separated participants receiving benefits2009-09-0158
Number of other retired or separated participants entitled to future benefits2009-09-01207
Total of all active and inactive participants2009-09-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-0110
Total participants2009-09-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010
Total participants, beginning-of-year2009-01-01506
Total number of active participants reported on line 7a of the Form 55002009-01-01284
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01129
Total of all active and inactive participants2009-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01416
Number of participants with account balances2009-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN

Measure Date Value
2022 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,453,879
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,477,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,295,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,216,216
Value of total assets at end of year2022-12-31$63,763,006
Value of total assets at beginning of year2022-12-31$72,694,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$182,475
Total interest from all sources2022-12-31$51,193
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$258,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$258,330
Administrative expenses professional fees incurred2022-12-31$53,324
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,967,461
Participant contributions at end of year2022-12-31$1,002,581
Participant contributions at beginning of year2022-12-31$1,067,104
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$311,155
Administrative expenses (other) incurred2022-12-31$129,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,931,844
Value of net assets at end of year (total assets less liabilities)2022-12-31$63,763,006
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$72,694,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,044,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,296,111
Interest on participant loans2022-12-31$51,193
Value of interest in common/collective trusts at end of year2022-12-31$56,715,739
Value of interest in common/collective trusts at beginning of year2022-12-31$63,331,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,248,209
Net investment gain or loss from common/collective trusts2022-12-31$-9,731,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,937,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,295,490
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,056,588
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,587,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,398,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,655,627
Value of total assets at end of year2021-12-31$72,694,850
Value of total assets at beginning of year2021-12-31$63,225,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$189,329
Total interest from all sources2021-12-31$65,500
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$578,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$578,613
Administrative expenses professional fees incurred2021-12-31$71,216
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,103,734
Participant contributions at end of year2021-12-31$1,067,104
Participant contributions at beginning of year2021-12-31$1,179,384
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,220,483
Administrative expenses (other) incurred2021-12-31$118,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,468,908
Value of net assets at end of year (total assets less liabilities)2021-12-31$72,694,850
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$63,225,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,296,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,211,664
Interest on participant loans2021-12-31$65,500
Value of interest in common/collective trusts at end of year2021-12-31$63,331,635
Value of interest in common/collective trusts at beginning of year2021-12-31$56,834,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-80,707
Net investment gain or loss from common/collective trusts2021-12-31$6,837,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,331,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,398,351
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$32,568,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,744,440
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,763,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,667,050
Expenses. Certain deemed distributions of participant loans2020-12-31$1,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,914,553
Value of total assets at end of year2020-12-31$63,225,942
Value of total assets at beginning of year2020-12-31$25,676,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$94,772
Total interest from all sources2020-12-31$38,992
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$105,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$105,161
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,197,618
Participant contributions at end of year2020-12-31$1,179,384
Participant contributions at beginning of year2020-12-31$390,918
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$78,633
Administrative expenses (other) incurred2020-12-31$94,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,980,767
Value of net assets at end of year (total assets less liabilities)2020-12-31$63,225,942
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,676,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,211,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,285,335
Interest on participant loans2020-12-31$38,992
Value of interest in common/collective trusts at end of year2020-12-31$56,834,894
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$676,190
Net investment gain or loss from common/collective trusts2020-12-31$5,009,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$638,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,667,050
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2020-12-31476097913
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total transfer of assets from this plan2020-09-30$32,568,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,977,331
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$5,064,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$4,971,095
Expenses. Certain deemed distributions of participant loans2020-09-30$38,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$1,400,820
Value of total assets at end of year2020-09-30$0
Value of total assets at beginning of year2020-09-30$35,656,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$54,849
Total interest from all sources2020-09-30$45,132
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$266,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$266,322
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-09-30$0
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$1,214,703
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$987,011
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$2,036
Administrative expenses (other) incurred2020-09-30$14,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$-3,087,357
Value of net assets at end of year (total assets less liabilities)2020-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$35,656,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$32,197,999
Interest on participant loans2020-09-30$34,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$2,471,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$2,471,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$10,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$265,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$184,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$4,971,095
Contract administrator fees2020-09-30$39,925
Did the plan have assets held for investment2020-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-09-30133891517
2019 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,492,617
Total income from all sources (including contributions)2019-12-31$8,492,617
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,850,209
Total of all expenses incurred2019-12-31$2,850,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,724,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,724,144
Expenses. Certain deemed distributions of participant loans2019-12-31$71,943
Value of total corrective distributions2019-12-31$37,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,901,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,901,593
Value of total assets at end of year2019-12-31$25,676,253
Value of total assets at beginning of year2019-12-31$20,033,845
Value of total assets at beginning of year2019-12-31$20,033,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$126,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$126,065
Total interest from all sources2019-12-31$22,970
Total interest from all sources2019-12-31$22,970
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$703,771
Administrative expenses professional fees incurred2019-12-31$126,065
Administrative expenses professional fees incurred2019-12-31$126,065
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,464,522
Contributions received from participants2019-12-31$2,464,522
Participant contributions at end of year2019-12-31$390,918
Participant contributions at beginning of year2019-12-31$316,083
Participant contributions at beginning of year2019-12-31$316,083
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$521,380
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$521,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$246,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$246,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$1,650
Total non interest bearing cash at beginning of year2019-12-31$1,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,642,408
Value of net income/loss2019-12-31$5,642,408
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,676,253
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,676,253
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,033,845
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,033,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$21,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,285,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,470,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,470,048
Interest on participant loans2019-12-31$22,970
Interest on participant loans2019-12-31$22,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,471,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,131,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,131,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$49,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,568,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,568,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$915,691
Contributions received in cash from employer2019-12-31$915,691
Employer contributions (assets) at end of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,724,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,724,144
Contract administrator fees2019-12-31$42,900
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SEIM JOHNSON, LLP
Accountancy firm name2019-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2019-12-31476097913
Accountancy firm EIN2019-12-31476097913
2018 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$4,409,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,627
Total income from all sources (including contributions)2018-12-31$1,264,784
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,696,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,533,610
Expenses. Certain deemed distributions of participant loans2018-12-31$81,281
Value of total corrective distributions2018-12-31$40,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,798,908
Value of total assets at end of year2018-12-31$20,033,845
Value of total assets at beginning of year2018-12-31$16,064,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$162,758
Total interest from all sources2018-12-31$11,514
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$626,857
Administrative expenses professional fees incurred2018-12-31$162,758
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,887,393
Participant contributions at end of year2018-12-31$316,083
Participant contributions at beginning of year2018-12-31$20,058
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$218,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$246,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,627
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$21,563
Total non interest bearing cash at end of year2018-12-31$1,650
Total non interest bearing cash at beginning of year2018-12-31$53,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-431,584
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,033,845
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,055,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,470,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,990,520
Interest on participant loans2018-12-31$11,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,131,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,258,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,258,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$36,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,545,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$693,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,533,610
Contract administrator fees2018-12-31$26,420
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2018-12-31476097913
2017 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,167,814
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,347,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,307,693
Value of total corrective distributions2017-12-31$7,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,001,408
Value of total assets at end of year2017-12-31$32,329,386
Value of total assets at beginning of year2017-12-31$27,509,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,498
Total interest from all sources2017-12-31$60,045
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$570,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$570,046
Administrative expenses professional fees incurred2017-12-31$115,112
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,562,654
Participant contributions at end of year2017-12-31$1,009,927
Participant contributions at beginning of year2017-12-31$900,024
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$881,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$8,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$948
Administrative expenses (other) incurred2017-12-31$12,328
Total non interest bearing cash at end of year2017-12-31$53,680
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,819,965
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,329,386
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,509,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,060,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,227,374
Interest on participant loans2017-12-31$41,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,258,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,382,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,382,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$18,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,536,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$557,163
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$218,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,307,693
Contract administrator fees2017-12-31$20,170
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,646,956
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,953,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,923,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,771,867
Value of total assets at end of year2016-12-31$27,509,421
Value of total assets at beginning of year2016-12-31$24,816,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,748
Total interest from all sources2016-12-31$48,893
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$503,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$503,077
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,168,856
Participant contributions at end of year2016-12-31$900,024
Participant contributions at beginning of year2016-12-31$909,881
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,192,522
Administrative expenses (other) incurred2016-12-31$9,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,693,301
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,509,421
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,816,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,227,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,824,332
Interest on participant loans2016-12-31$38,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,382,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,081,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,081,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$10,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,323,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$410,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,923,907
Contract administrator fees2016-12-31$20,170
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
Unrealized appreciation/depreciation of other (non real estate) assets2016-08-31$-334,814
Total unrealized appreciation/depreciation of assets2016-08-31$-334,814
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$1,370,386
Total loss/gain on sale of assets2016-08-31$168,376
Total of all expenses incurred2016-08-31$15,136,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$15,045,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$1,180,000
Value of total assets at end of year2016-08-31$1,044,366
Value of total assets at beginning of year2016-08-31$14,810,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$91,459
Total interest from all sources2016-08-31$356,824
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-08-31$0
Administrative expenses professional fees incurred2016-08-31$22,740
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-08-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-08-31$102,130
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Administrative expenses (other) incurred2016-08-31$19,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$-13,766,255
Value of net assets at end of year (total assets less liabilities)2016-08-31$1,044,366
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$14,810,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$48,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$11,469,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$1,044,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$1,255,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$1,255,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$356,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31Yes
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$1,180,000
Employer contributions (assets) at end of year2016-08-31$0
Employer contributions (assets) at beginning of year2016-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$15,045,182
Asset. Corporate debt instrument debt (other) at end of year2016-08-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-08-31$1,983,390
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Aggregate proceeds on sale of assets2016-08-31$23,319,509
Aggregate carrying amount (costs) on sale of assets2016-08-31$23,151,133
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31No
Opinion of an independent qualified public accountant for this plan2016-08-31Unqualified
Accountancy firm name2016-08-31SEIM JOHNSON, LLP
Accountancy firm EIN2016-08-31476097913
2015 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,633,169
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,466,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,365,679
Expenses. Certain deemed distributions of participant loans2015-12-31$61,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,427,409
Value of total assets at end of year2015-12-31$24,816,120
Value of total assets at beginning of year2015-12-31$25,649,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,674
Total interest from all sources2015-12-31$40,920
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$400,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$400,773
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$990,498
Participant contributions at end of year2015-12-31$909,881
Participant contributions at beginning of year2015-12-31$966,270
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$74,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-833,127
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,816,120
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,649,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$18,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,824,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,809,006
Interest on participant loans2015-12-31$37,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,081,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,873,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,873,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-235,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$362,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,365,679
Contract administrator fees2015-12-31$20,160
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
Unrealized appreciation/depreciation of other (non real estate) assets2015-08-31$-1,814,954
Total unrealized appreciation/depreciation of assets2015-08-31$-1,814,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$102,468
Total income from all sources (including contributions)2015-08-31$-149,985
Total loss/gain on sale of assets2015-08-31$1,206,573
Total of all expenses incurred2015-08-31$1,030,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$915,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$0
Value of total assets at end of year2015-08-31$14,810,621
Value of total assets at beginning of year2015-08-31$16,094,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$115,227
Total interest from all sources2015-08-31$458,396
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-08-31$0
Administrative expenses professional fees incurred2015-08-31$38,949
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-08-31$102,130
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-08-31$134,368
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Administrative expenses (other) incurred2015-08-31$17,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-1,180,914
Value of net assets at end of year (total assets less liabilities)2015-08-31$14,810,621
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$15,991,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Investment advisory and management fees2015-08-31$59,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$11,469,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$10,102,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$1,255,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$384,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$384,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$458,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31Yes
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Employer contributions (assets) at end of year2015-08-31$0
Employer contributions (assets) at beginning of year2015-08-31$3,626,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$915,702
Asset. Corporate debt instrument debt (other) at end of year2015-08-31$1,983,390
Asset. Corporate debt instrument debt (other) at beginning of year2015-08-31$1,846,953
Liabilities. Value of benefit claims payable at beginning of year2015-08-31$102,468
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Aggregate proceeds on sale of assets2015-08-31$6,489,419
Aggregate carrying amount (costs) on sale of assets2015-08-31$5,282,846
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Unqualified
Accountancy firm name2015-08-31SEIM JOHNSON, LLP
Accountancy firm EIN2015-08-31476097913
2014 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,473,803
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,780,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,735,059
Value of total corrective distributions2014-12-31$7,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,290,715
Value of total assets at end of year2014-12-31$25,649,247
Value of total assets at beginning of year2014-12-31$23,955,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,969
Total interest from all sources2014-12-31$43,636
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$921,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$921,809
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$926,763
Participant contributions at end of year2014-12-31$966,270
Participant contributions at beginning of year2014-12-31$1,000,212
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$31,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,693,728
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,649,247
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,955,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$17,934
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,809,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,735,791
Interest on participant loans2014-12-31$41,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,873,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,219,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,219,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,217,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$332,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,735,059
Contract administrator fees2014-12-31$20,035
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
Unrealized appreciation/depreciation of other (non real estate) assets2014-08-31$844,165
Total unrealized appreciation/depreciation of assets2014-08-31$844,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$102,468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$5,739,893
Total loss/gain on sale of assets2014-08-31$537,172
Total of all expenses incurred2014-08-31$909,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$792,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$4,003,442
Value of total assets at end of year2014-08-31$16,094,003
Value of total assets at beginning of year2014-08-31$11,161,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$117,357
Total interest from all sources2014-08-31$362,954
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Administrative expenses professional fees incurred2014-08-31$22,850
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-08-31$134,368
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-08-31$140,410
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Administrative expenses (other) incurred2014-08-31$47,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$4,830,165
Value of net assets at end of year (total assets less liabilities)2014-08-31$15,991,535
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$11,161,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$47,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$10,102,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$7,797,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$384,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$781,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$781,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$362,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$-7,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31Yes
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$4,003,442
Employer contributions (assets) at end of year2014-08-31$3,626,276
Employer contributions (assets) at beginning of year2014-08-31$336,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$792,371
Asset. Corporate debt instrument debt (other) at end of year2014-08-31$1,846,953
Asset. Corporate debt instrument debt (other) at beginning of year2014-08-31$2,105,552
Liabilities. Value of benefit claims payable at end of year2014-08-31$102,468
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Aggregate proceeds on sale of assets2014-08-31$1,698,935
Aggregate carrying amount (costs) on sale of assets2014-08-31$1,161,763
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31SEIM JOHNSON, LLP
Accountancy firm EIN2014-08-31476097913
2013 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,698,469
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,273,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,236,001
Value of total corrective distributions2013-12-31$641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,688,268
Value of total assets at end of year2013-12-31$23,955,519
Value of total assets at beginning of year2013-12-31$19,530,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,401
Total interest from all sources2013-12-31$37,289
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$643,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$643,138
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$829,046
Participant contributions at end of year2013-12-31$1,000,212
Participant contributions at beginning of year2013-12-31$973,220
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$300,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,425,426
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,955,519
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,530,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$18,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,955,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,556,873
Interest on participant loans2013-12-31$37,289
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,329,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$558,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,236,001
Contract administrator fees2013-12-31$18,100
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$794,678
Total unrealized appreciation/depreciation of assets2013-08-31$794,678
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$2,034,943
Total loss/gain on sale of assets2013-08-31$2,172
Total of all expenses incurred2013-08-31$605,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$500,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$887,975
Value of total assets at end of year2013-08-31$11,161,370
Value of total assets at beginning of year2013-08-31$9,731,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$105,224
Total interest from all sources2013-08-31$355,393
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Administrative expenses professional fees incurred2013-08-31$24,228
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-08-31$140,410
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-08-31$219,738
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Administrative expenses (other) incurred2013-08-31$40,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$1,429,516
Value of net assets at end of year (total assets less liabilities)2013-08-31$11,161,370
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$9,731,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$40,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$7,797,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$6,390,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$781,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$365,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$365,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$355,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$-5,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31Yes
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$887,975
Employer contributions (assets) at end of year2013-08-31$336,691
Employer contributions (assets) at beginning of year2013-08-31$384,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$500,203
Asset. Corporate debt instrument debt (other) at end of year2013-08-31$2,105,552
Asset. Corporate debt instrument debt (other) at beginning of year2013-08-31$2,371,975
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Aggregate proceeds on sale of assets2013-08-31$292,500
Aggregate carrying amount (costs) on sale of assets2013-08-31$290,328
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31SEIM JOHNSON, LLP
Accountancy firm EIN2013-08-31476097913
2012 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,162,305
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,905,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,874,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$935,742
Value of total assets at end of year2012-12-31$19,530,093
Value of total assets at beginning of year2012-12-31$18,272,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,926
Total interest from all sources2012-12-31$39,240
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$693,947
Participant contributions at end of year2012-12-31$973,220
Participant contributions at beginning of year2012-12-31$992,221
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,257,175
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,530,093
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,272,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$12,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,556,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,280,697
Interest on participant loans2012-12-31$39,240
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,187,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$231,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,874,204
Contract administrator fees2012-12-31$18,100
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
Unrealized appreciation/depreciation of other (non real estate) assets2012-08-31$467,450
Total unrealized appreciation/depreciation of assets2012-08-31$467,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$85,410
Total income from all sources (including contributions)2012-08-31$1,553,819
Total loss/gain on sale of assets2012-08-31$17,628
Total of all expenses incurred2012-08-31$492,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$392,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$779,253
Value of total assets at end of year2012-08-31$9,731,854
Value of total assets at beginning of year2012-08-31$8,755,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$99,535
Total interest from all sources2012-08-31$289,488
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Administrative expenses professional fees incurred2012-08-31$24,795
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-08-31$219,738
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-08-31$168,537
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Administrative expenses (other) incurred2012-08-31$38,797
Liabilities. Value of operating payables at beginning of year2012-08-31$85,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$1,061,679
Value of net assets at end of year (total assets less liabilities)2012-08-31$9,731,854
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$8,670,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Investment advisory and management fees2012-08-31$35,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$6,390,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$5,466,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$365,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$234,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$234,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$289,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31Yes
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$779,253
Employer contributions (assets) at end of year2012-08-31$384,705
Employer contributions (assets) at beginning of year2012-08-31$211,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$392,605
Asset. Corporate debt instrument debt (other) at end of year2012-08-31$2,371,975
Asset. Corporate debt instrument debt (other) at beginning of year2012-08-31$2,675,204
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Aggregate proceeds on sale of assets2012-08-31$618,016
Aggregate carrying amount (costs) on sale of assets2012-08-31$600,388
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Unqualified
Accountancy firm name2012-08-31SEIM JOHNSON, LLP
Accountancy firm EIN2012-08-31476097913
2011 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$732,430
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,297,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,229,299
Value of total corrective distributions2011-12-31$37,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$646,145
Value of total assets at end of year2011-12-31$18,272,918
Value of total assets at beginning of year2011-12-31$18,837,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,026
Total interest from all sources2011-12-31$44,757
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$646,145
Participant contributions at end of year2011-12-31$992,221
Participant contributions at beginning of year2011-12-31$1,019,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-564,875
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,272,918
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,837,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$11,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,280,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,818,504
Interest on participant loans2011-12-31$44,757
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$41,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,229,299
Contract administrator fees2011-12-31$18,185
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
Unrealized appreciation/depreciation of other (non real estate) assets2011-08-31$814,344
Total unrealized appreciation/depreciation of assets2011-08-31$814,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$85,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$1,530,616
Total loss/gain on sale of assets2011-08-31$-115,038
Total of all expenses incurred2011-08-31$484,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$381,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$554,990
Value of total assets at end of year2011-08-31$8,755,585
Value of total assets at beginning of year2011-08-31$7,624,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$102,963
Total interest from all sources2011-08-31$276,320
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Administrative expenses professional fees incurred2011-08-31$30,801
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-08-31$168,537
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-08-31$169,554
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Administrative expenses (other) incurred2011-08-31$35,116
Liabilities. Value of operating payables at end of year2011-08-31$85,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$1,045,975
Value of net assets at end of year (total assets less liabilities)2011-08-31$8,670,175
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$7,624,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Investment advisory and management fees2011-08-31$37,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$5,466,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$4,809,042
Interest earned on other investments2011-08-31$276,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$234,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$132,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$132,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31Yes
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$554,990
Employer contributions (assets) at end of year2011-08-31$211,049
Employer contributions (assets) at beginning of year2011-08-31$195,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$381,678
Asset. Corporate debt instrument debt (other) at end of year2011-08-31$2,675,204
Asset. Corporate debt instrument debt (other) at beginning of year2011-08-31$2,317,892
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Aggregate proceeds on sale of assets2011-08-31$1,610,290
Aggregate carrying amount (costs) on sale of assets2011-08-31$1,725,328
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31SEIM JOHNSON, LLP
Accountancy firm EIN2011-08-31476097913
2010 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,617,071
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,285,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,254,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$585,985
Value of total assets at end of year2010-12-31$18,837,793
Value of total assets at beginning of year2010-12-31$17,505,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,658
Total interest from all sources2010-12-31$39,304
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$166,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$166,580
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$583,354
Participant contributions at end of year2010-12-31$1,019,289
Participant contributions at beginning of year2010-12-31$783,857
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,331,983
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,837,793
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,505,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$11,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,818,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,946,667
Interest on participant loans2010-12-31$39,304
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$2,775,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,825,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,254,430
Contract administrator fees2010-12-31$19,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0
2009 : KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN

2022: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedYes
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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