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EATON SAVINGS PLAN 401k Plan overview

Plan NameEATON SAVINGS PLAN
Plan identification number 055

EATON SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:EATON CORPORATION
Employer identification number (EIN):340196300
NAIC Classification:336300

Additional information about EATON CORPORATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1916-08-28
Company Identification Number: 47290
Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about EATON CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EATON SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0552022-01-01GORDON HARMAN2023-10-12 GORDON HARMAN2023-10-12
0552021-01-01GORDON HARMAN2022-10-12 GORDON HARMAN2022-10-12
0552020-01-01GORDON HARMAN2021-09-20 GORDON HARMAN2021-09-21
0552019-01-01GORDON HARMAN2020-09-30 GORDON HARMAN2020-09-30
0552018-01-01GORDON HARMAN2019-10-02 GORDON HARMAN2019-10-02
0552017-01-01
0552016-01-01
0552015-01-01
0552015-01-01
0552014-01-01
0552013-01-01ELLEN P. COLLIER
0552012-01-01ELLIEN P. COLLIER
0552011-01-01ELLEN P. COLLIER
0552010-01-01ELLEN P. COLLIER
0552009-01-01ELLEN P. COLLIER

Plan Statistics for EATON SAVINGS PLAN

401k plan membership statisitcs for EATON SAVINGS PLAN

Measure Date Value
2022: EATON SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0134,630
Total number of active participants reported on line 7a of the Form 55002022-01-0122,975
Number of retired or separated participants receiving benefits2022-01-01802
Number of other retired or separated participants entitled to future benefits2022-01-0111,796
Total of all active and inactive participants2022-01-0135,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01350
Total participants2022-01-0135,923
Number of participants with account balances2022-01-0134,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014,005
2021: EATON SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0136,034
Total number of active participants reported on line 7a of the Form 55002021-01-0121,882
Number of retired or separated participants receiving benefits2021-01-01843
Number of other retired or separated participants entitled to future benefits2021-01-0111,569
Total of all active and inactive participants2021-01-0134,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01336
Total participants2021-01-0134,630
Number of participants with account balances2021-01-0133,601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016,201
2020: EATON SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0137,944
Total number of active participants reported on line 7a of the Form 55002020-01-0124,443
Number of retired or separated participants receiving benefits2020-01-01507
Number of other retired or separated participants entitled to future benefits2020-01-0110,766
Total of all active and inactive participants2020-01-0135,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01318
Total participants2020-01-0136,034
Number of participants with account balances2020-01-0134,942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013,956
2019: EATON SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0137,613
Total number of active participants reported on line 7a of the Form 55002019-01-0126,555
Number of retired or separated participants receiving benefits2019-01-01814
Number of other retired or separated participants entitled to future benefits2019-01-0110,286
Total of all active and inactive participants2019-01-0137,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01289
Total participants2019-01-0137,944
Number of participants with account balances2019-01-0136,954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013,370
2018: EATON SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0136,771
Total number of active participants reported on line 7a of the Form 55002018-01-0126,224
Number of retired or separated participants receiving benefits2018-01-01781
Number of other retired or separated participants entitled to future benefits2018-01-0110,326
Total of all active and inactive participants2018-01-0137,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01282
Total participants2018-01-0137,613
Number of participants with account balances2018-01-0136,730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013,012
2017: EATON SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0136,693
Total number of active participants reported on line 7a of the Form 55002017-01-0125,419
Number of retired or separated participants receiving benefits2017-01-01712
Number of other retired or separated participants entitled to future benefits2017-01-0110,392
Total of all active and inactive participants2017-01-0136,523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01248
Total participants2017-01-0136,771
Number of participants with account balances2017-01-0135,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013,137
2016: EATON SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0138,319
Total number of active participants reported on line 7a of the Form 55002016-01-0125,521
Number of retired or separated participants receiving benefits2016-01-01624
Number of other retired or separated participants entitled to future benefits2016-01-0110,307
Total of all active and inactive participants2016-01-0136,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01241
Total participants2016-01-0136,693
Number of participants with account balances2016-01-0135,658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011,426
2015: EATON SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0136,506
Total number of active participants reported on line 7a of the Form 55002015-01-0127,339
Number of retired or separated participants receiving benefits2015-01-01571
Number of other retired or separated participants entitled to future benefits2015-01-0110,154
Total of all active and inactive participants2015-01-0138,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01255
Total participants2015-01-0138,319
Number of participants with account balances2015-01-0137,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,433
2014: EATON SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0136,108
Total number of active participants reported on line 7a of the Form 55002014-01-0125,974
Number of retired or separated participants receiving benefits2014-01-01523
Number of other retired or separated participants entitled to future benefits2014-01-019,784
Total of all active and inactive participants2014-01-0136,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01225
Total participants2014-01-0136,506
Number of participants with account balances2014-01-0135,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01661
2013: EATON SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0128,300
Total number of active participants reported on line 7a of the Form 55002013-01-0129,398
Number of retired or separated participants receiving benefits2013-01-01330
Number of other retired or separated participants entitled to future benefits2013-01-016,228
Total of all active and inactive participants2013-01-0135,956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01152
Total participants2013-01-0136,108
Number of participants with account balances2013-01-0127,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01110
2012: EATON SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0127,924
Total number of active participants reported on line 7a of the Form 55002012-01-0121,670
Number of retired or separated participants receiving benefits2012-01-01431
Number of other retired or separated participants entitled to future benefits2012-01-016,074
Total of all active and inactive participants2012-01-0128,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01125
Total participants2012-01-0128,300
Number of participants with account balances2012-01-0126,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01312
2011: EATON SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0126,797
Total number of active participants reported on line 7a of the Form 55002011-01-0121,245
Number of retired or separated participants receiving benefits2011-01-01394
Number of other retired or separated participants entitled to future benefits2011-01-016,136
Total of all active and inactive participants2011-01-0127,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01149
Total participants2011-01-0127,924
Number of participants with account balances2011-01-0125,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: EATON SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0126,158
Total number of active participants reported on line 7a of the Form 55002010-01-0120,166
Number of retired or separated participants receiving benefits2010-01-01378
Number of other retired or separated participants entitled to future benefits2010-01-016,151
Total of all active and inactive participants2010-01-0126,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01102
Total participants2010-01-0126,797
Number of participants with account balances2010-01-0123,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: EATON SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0129,549
Total number of active participants reported on line 7a of the Form 55002009-01-0119,228
Number of retired or separated participants receiving benefits2009-01-01384
Number of other retired or separated participants entitled to future benefits2009-01-016,447
Total of all active and inactive participants2009-01-0126,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0199
Total participants2009-01-0126,158
Number of participants with account balances2009-01-0123,721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EATON SAVINGS PLAN

Measure Date Value
2022 : EATON SAVINGS PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$70,152,404
Total income from all sources (including contributions)2022-12-31$-673,039,282
Total of all expenses incurred2022-12-31$681,974,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$680,288,662
Expenses. Certain deemed distributions of participant loans2022-12-31$328,115
Value of total corrective distributions2022-12-31$234,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$368,243,205
Value of total assets at end of year2022-12-31$6,053,918,334
Value of total assets at beginning of year2022-12-31$7,338,779,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,123,802
Total interest from all sources2022-12-31$3,178,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
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$185,258,540
Participant contributions at end of year2022-12-31$62,759,739
Participant contributions at beginning of year2022-12-31$65,545,506
Participant contributions at end of year2022-12-31$5,265,869
Participant contributions at beginning of year2022-12-31$4,954,260
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$36,686,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$19,498,525
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$100,060
Administrative expenses (other) incurred2022-12-31$1,123,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,355,013,933
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,053,918,334
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,338,779,863
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
Interest on participant loans2022-12-31$3,178,349
Value of interest in master investment trust accounts at end of year2022-12-31$5,961,461,540
Value of interest in master investment trust accounts at beginning of year2022-12-31$7,263,597,835
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$146,298,128
Employer contributions (assets) at end of year2022-12-31$4,932,661
Employer contributions (assets) at beginning of year2022-12-31$4,582,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$680,288,662
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 name2022-12-31MEADEN & MOORE LTD
Accountancy firm EIN2022-12-31341818258
2021 : EATON SAVINGS PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$115,043,288
Total transfer of assets from this plan2021-12-31$233,744,034
Total income from all sources (including contributions)2021-12-31$1,713,624,121
Total of all expenses incurred2021-12-31$942,393,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$940,636,138
Expenses. Certain deemed distributions of participant loans2021-12-31$666,573
Value of total corrective distributions2021-12-31$63,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$383,865,681
Value of total assets at end of year2021-12-31$7,338,779,863
Value of total assets at beginning of year2021-12-31$6,686,250,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,027,186
Total interest from all sources2021-12-31$3,884,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$178,451,677
Participant contributions at end of year2021-12-31$65,545,506
Participant contributions at beginning of year2021-12-31$76,770,249
Participant contributions at end of year2021-12-31$4,954,260
Participant contributions at beginning of year2021-12-31$507,451
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,935,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$100,060
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$22,438
Administrative expenses (other) incurred2021-12-31$1,027,186
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$771,230,238
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,338,779,863
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,686,250,371
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
Interest on participant loans2021-12-31$3,884,514
Value of interest in master investment trust accounts at end of year2021-12-31$7,263,597,835
Value of interest in master investment trust accounts at beginning of year2021-12-31$6,608,597,809
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$135,478,185
Employer contributions (assets) at end of year2021-12-31$4,582,202
Employer contributions (assets) at beginning of year2021-12-31$352,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$940,636,138
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MEADEN & MOORE LTD
Accountancy firm EIN2021-12-31341818258
2020 : EATON SAVINGS PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$4,437
Total income from all sources (including contributions)2020-12-31$1,331,021,259
Total of all expenses incurred2020-12-31$702,054,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$700,642,934
Expenses. Certain deemed distributions of participant loans2020-12-31$312,231
Value of total corrective distributions2020-12-31$42,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$302,442,452
Value of total assets at end of year2020-12-31$6,686,250,371
Value of total assets at beginning of year2020-12-31$6,057,278,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,056,474
Total interest from all sources2020-12-31$4,619,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$180,595,533
Participant contributions at end of year2020-12-31$76,770,249
Participant contributions at beginning of year2020-12-31$88,931,238
Participant contributions at end of year2020-12-31$507,451
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$31,304,464
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$22,438
Administrative expenses (other) incurred2020-12-31$1,056,474
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$628,966,954
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,686,250,371
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,057,278,980
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
Interest on participant loans2020-12-31$4,619,839
Value of interest in master investment trust accounts at end of year2020-12-31$6,608,597,809
Value of interest in master investment trust accounts at beginning of year2020-12-31$5,968,347,742
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$90,542,455
Employer contributions (assets) at end of year2020-12-31$352,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$700,642,934
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MEADEN & MOORE LTD
Accountancy firm EIN2020-12-31341818258
2019 : EATON SAVINGS PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$438,491
Total income from all sources (including contributions)2019-12-31$1,550,653,671
Total of all expenses incurred2019-12-31$519,420,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$519,323,935
Expenses. Certain deemed distributions of participant loans2019-12-31$269,593
Value of total corrective distributions2019-12-31$54,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$311,927,355
Value of total assets at end of year2019-12-31$6,057,278,980
Value of total assets at beginning of year2019-12-31$5,025,607,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$-227,563
Total interest from all sources2019-12-31$4,853,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
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
Contributions received from participants2019-12-31$188,102,530
Participant contributions at end of year2019-12-31$88,931,238
Participant contributions at beginning of year2019-12-31$86,688,602
Participant contributions at beginning of year2019-12-31$5,562,858
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,465,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$143,953
Administrative expenses (other) incurred2019-12-31$-227,563
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$1,031,232,780
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,057,278,980
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,025,607,709
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 leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$4,853,179
Value of interest in master investment trust accounts at end of year2019-12-31$5,968,347,742
Value of interest in master investment trust accounts at beginning of year2019-12-31$4,929,862,951
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$97,359,147
Employer contributions (assets) at beginning of year2019-12-31$3,349,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$519,323,935
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
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2019-12-31341818258
2018 : EATON SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$226,128
Total income from all sources (including contributions)2018-12-31$-12,553,730
Total of all expenses incurred2018-12-31$498,724,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$499,250,630
Expenses. Certain deemed distributions of participant loans2018-12-31$180,494
Value of total corrective distributions2018-12-31$41,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$298,177,657
Value of total assets at end of year2018-12-31$5,025,607,709
Value of total assets at beginning of year2018-12-31$5,536,659,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$-748,455
Total interest from all sources2018-12-31$4,204,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$178,627,851
Participant contributions at end of year2018-12-31$86,688,602
Participant contributions at beginning of year2018-12-31$86,095,521
Participant contributions at end of year2018-12-31$5,562,858
Participant contributions at beginning of year2018-12-31$5,131,652
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$28,506,367
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$143,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$125,855
Administrative expenses (other) incurred2018-12-31$-748,455
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$-511,277,873
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,025,607,709
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,536,659,454
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
Interest on participant loans2018-12-31$4,204,689
Value of interest in master investment trust accounts at end of year2018-12-31$4,929,862,951
Value of interest in master investment trust accounts at beginning of year2018-12-31$5,442,280,194
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$91,043,439
Employer contributions (assets) at end of year2018-12-31$3,349,345
Employer contributions (assets) at beginning of year2018-12-31$3,026,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$499,250,630
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2018-12-31341818258
2017 : EATON SAVINGS PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$61,812
Total income from all sources (including contributions)2017-12-31$1,083,282,059
Total of all expenses incurred2017-12-31$475,536,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$475,667,967
Expenses. Certain deemed distributions of participant loans2017-12-31$132,568
Value of total corrective distributions2017-12-31$34,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$276,636,848
Value of total assets at end of year2017-12-31$5,536,659,454
Value of total assets at beginning of year2017-12-31$4,928,975,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-298,887
Total interest from all sources2017-12-31$3,889,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$166,589,584
Participant contributions at end of year2017-12-31$86,095,521
Participant contributions at beginning of year2017-12-31$90,238,327
Participant contributions at end of year2017-12-31$5,131,652
Participant contributions at beginning of year2017-12-31$4,713,432
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,329,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$125,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$122,477
Administrative expenses (other) incurred2017-12-31$-298,887
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$607,745,482
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,536,659,454
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,928,975,784
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
Interest on participant loans2017-12-31$3,889,350
Value of interest in master investment trust accounts at end of year2017-12-31$5,442,280,194
Value of interest in master investment trust accounts at beginning of year2017-12-31$4,832,744,480
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$82,717,518
Employer contributions (assets) at end of year2017-12-31$3,026,232
Employer contributions (assets) at beginning of year2017-12-31$1,157,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$475,667,967
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2017-12-31341818258
2016 : EATON SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$206,952
Total income from all sources (including contributions)2016-12-31$790,281,650
Total of all expenses incurred2016-12-31$501,147,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$500,873,345
Expenses. Certain deemed distributions of participant loans2016-12-31$86,696
Value of total corrective distributions2016-12-31$23,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$219,025,587
Value of total assets at end of year2016-12-31$4,928,975,784
Value of total assets at beginning of year2016-12-31$4,639,634,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$163,736
Total interest from all sources2016-12-31$3,981,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$157,841,134
Participant contributions at end of year2016-12-31$90,238,327
Participant contributions at beginning of year2016-12-31$95,816,449
Participant contributions at end of year2016-12-31$4,713,432
Participant contributions at beginning of year2016-12-31$5,104,044
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,023,497
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$122,477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$128,572
Administrative expenses (other) incurred2016-12-31$163,736
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$289,134,527
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,928,975,784
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,639,634,305
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
Interest on participant loans2016-12-31$3,981,283
Value of interest in master investment trust accounts at end of year2016-12-31$4,832,744,480
Value of interest in master investment trust accounts at beginning of year2016-12-31$4,535,015,492
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$42,160,956
Employer contributions (assets) at end of year2016-12-31$1,157,068
Employer contributions (assets) at beginning of year2016-12-31$3,569,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$500,873,345
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2016-12-31341818258
2015 : EATON SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$212,656
Total income from all sources (including contributions)2015-12-31$68,439,425
Total of all expenses incurred2015-12-31$519,544,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$519,036,752
Expenses. Certain deemed distributions of participant loans2015-12-31$133,634
Value of total corrective distributions2015-12-31$39,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$290,123,382
Value of total assets at end of year2015-12-31$4,639,634,305
Value of total assets at beginning of year2015-12-31$5,090,526,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$334,037
Total interest from all sources2015-12-31$4,041,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$169,456,714
Participant contributions at end of year2015-12-31$95,816,449
Participant contributions at beginning of year2015-12-31$94,140,182
Participant contributions at end of year2015-12-31$5,104,044
Participant contributions at beginning of year2015-12-31$461,990
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$16,059,364
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$128,572
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$25,726
Administrative expenses (other) incurred2015-12-31$334,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-451,104,740
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,639,634,305
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,090,526,389
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
Interest on participant loans2015-12-31$4,041,630
Value of interest in master investment trust accounts at end of year2015-12-31$4,535,015,492
Value of interest in master investment trust accounts at beginning of year2015-12-31$4,995,497,925
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$104,607,304
Employer contributions (assets) at end of year2015-12-31$3,569,748
Employer contributions (assets) at beginning of year2015-12-31$400,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$519,036,752
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2015-12-31341818258
2014 : EATON SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$156,784
Total income from all sources (including contributions)2014-12-31$447,750,142
Total of all expenses incurred2014-12-31$489,148,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$488,293,594
Expenses. Certain deemed distributions of participant loans2014-12-31$87,452
Value of total corrective distributions2014-12-31$44,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$304,170,635
Value of total assets at end of year2014-12-31$5,090,526,389
Value of total assets at beginning of year2014-12-31$5,131,767,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$722,426
Total interest from all sources2014-12-31$3,998,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$173,162,202
Participant contributions at end of year2014-12-31$94,140,182
Participant contributions at beginning of year2014-12-31$71,380,918
Participant contributions at end of year2014-12-31$461,990
Participant contributions at beginning of year2014-12-31$4,211,141
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,374,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$25,726
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,420,789,982
Administrative expenses (other) incurred2014-12-31$722,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-41,397,902
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,090,526,389
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,131,767,507
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
Interest on participant loans2014-12-31$3,998,704
Value of interest in master investment trust accounts at end of year2014-12-31$4,995,497,925
Value of interest in master investment trust accounts at beginning of year2014-12-31$3,633,223,382
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$106,634,032
Employer contributions (assets) at end of year2014-12-31$400,566
Employer contributions (assets) at beginning of year2014-12-31$2,162,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$488,293,594
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2014-12-31341818258
2013 : EATON SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$1,424,291,903
Total transfer of assets from this plan2013-12-31$7,392
Total income from all sources (including contributions)2013-12-31$920,229,372
Total of all expenses incurred2013-12-31$275,336,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$274,942,538
Expenses. Certain deemed distributions of participant loans2013-12-31$196,843
Value of total corrective distributions2013-12-31$8,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$197,380,675
Value of total assets at end of year2013-12-31$5,131,767,507
Value of total assets at beginning of year2013-12-31$3,062,590,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$189,109
Total interest from all sources2013-12-31$2,892,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$125,169,241
Participant contributions at end of year2013-12-31$71,380,918
Participant contributions at beginning of year2013-12-31$66,258,826
Participant contributions at end of year2013-12-31$4,211,141
Participant contributions at beginning of year2013-12-31$3,951,026
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,698,033
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,420,789,982
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$93,640
Administrative expenses (other) incurred2013-12-31$189,109
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$644,892,441
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,131,767,507
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,062,590,555
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
Interest on participant loans2013-12-31$2,892,526
Value of interest in master investment trust accounts at end of year2013-12-31$3,633,223,382
Value of interest in master investment trust accounts at beginning of year2013-12-31$2,990,405,027
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$56,513,401
Employer contributions (assets) at end of year2013-12-31$2,162,084
Employer contributions (assets) at beginning of year2013-12-31$1,882,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$274,942,538
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2013-12-31341818258
2012 : EATON SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$5,301,693
Total transfer of assets from this plan2012-12-31$138,621
Total income from all sources (including contributions)2012-12-31$592,924,103
Total of all expenses incurred2012-12-31$205,772,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$205,621,416
Expenses. Certain deemed distributions of participant loans2012-12-31$27,535
Value of total corrective distributions2012-12-31$12,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$184,532,795
Value of total assets at end of year2012-12-31$3,062,590,555
Value of total assets at beginning of year2012-12-31$2,670,275,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$110,882
Total interest from all sources2012-12-31$2,896,655
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$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$118,364,556
Participant contributions at end of year2012-12-31$66,258,826
Participant contributions at beginning of year2012-12-31$61,708,422
Participant contributions at end of year2012-12-31$3,951,026
Participant contributions at beginning of year2012-12-31$3,620,496
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,493,791
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$93,640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$92,648
Administrative expenses (other) incurred2012-12-31$110,882
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$387,151,868
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,062,590,555
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,670,275,615
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
Interest on participant loans2012-12-31$2,896,655
Value of interest in master investment trust accounts at end of year2012-12-31$2,990,405,027
Value of interest in master investment trust accounts at beginning of year2012-12-31$2,603,100,842
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$51,674,448
Employer contributions (assets) at end of year2012-12-31$1,882,036
Employer contributions (assets) at beginning of year2012-12-31$1,753,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$205,621,416
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2012-12-31341818258
2011 : EATON SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$32,850,741
Total transfer of assets from this plan2011-12-31$288,508
Total income from all sources (including contributions)2011-12-31$77,922,580
Total of all expenses incurred2011-12-31$181,899,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$181,079,535
Expenses. Certain deemed distributions of participant loans2011-12-31$74,921
Value of total corrective distributions2011-12-31$231,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$168,383,208
Value of total assets at end of year2011-12-31$2,670,275,615
Value of total assets at beginning of year2011-12-31$2,741,689,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$512,666
Total interest from all sources2011-12-31$2,899,320
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$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$110,523,546
Participant contributions at end of year2011-12-31$61,708,422
Participant contributions at beginning of year2011-12-31$59,886,044
Participant contributions at end of year2011-12-31$3,620,496
Participant contributions at beginning of year2011-12-31$3,271,862
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,072,178
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$92,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$99,022
Administrative expenses (other) incurred2011-12-31$512,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-103,976,468
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,670,275,615
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,741,689,850
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
Interest on participant loans2011-12-31$2,899,320
Value of interest in master investment trust accounts at end of year2011-12-31$2,603,100,842
Value of interest in master investment trust accounts at beginning of year2011-12-31$2,676,879,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$47,787,484
Employer contributions (assets) at end of year2011-12-31$1,753,207
Employer contributions (assets) at beginning of year2011-12-31$1,553,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$181,079,535
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2011-12-31341818258
2010 : EATON SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$5,681,355
Total income from all sources (including contributions)2010-12-31$640,681,028
Total of all expenses incurred2010-12-31$173,705,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$171,435,815
Expenses. Certain deemed distributions of participant loans2010-12-31$26,170
Value of total corrective distributions2010-12-31$1,754,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$122,399,506
Value of total assets at end of year2010-12-31$2,741,689,850
Value of total assets at beginning of year2010-12-31$2,269,032,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$489,264
Total interest from all sources2010-12-31$3,120,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$93,961,868
Participant contributions at end of year2010-12-31$59,886,044
Participant contributions at beginning of year2010-12-31$56,228,661
Participant contributions at end of year2010-12-31$3,271,862
Participant contributions at beginning of year2010-12-31$2,826,023
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,818,621
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$99,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$108,761
Administrative expenses (other) incurred2010-12-31$489,264
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$466,975,601
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,741,689,850
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,269,032,894
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
Interest on participant loans2010-12-31$3,120,921
Value of interest in master investment trust accounts at end of year2010-12-31$2,676,879,750
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,209,869,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$20,619,017
Employer contributions (assets) at end of year2010-12-31$1,553,172
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$171,435,815
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2010-12-31341818258

Form 5500 Responses for EATON SAVINGS PLAN

2022: EATON SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EATON SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EATON SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EATON SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EATON SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EATON SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EATON SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EATON SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EATON SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EATON SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EATON SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EATON SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EATON SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EATON SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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